Accessing the Dashboard
Navigate to Dashboard from the main menu to view your metrics.Dashboard Views
Filter the dashboard to see different customer segments:| View | Description |
|---|---|
| All Customers | Metrics across your entire portfolio |
| My Book | Metrics for accounts you own |
| Team Book | Metrics for your team’s accounts |
Metric Cards
The top row displays key performance indicators:Total ARR
Annual recurring revenue from customer accounts.
Total Customers
Number of active customer accounts.
My Tasks
Tasks assigned to you that need attention.
| Metric | Description | Color |
|---|---|---|
| Renewals Closed | Renewals completed this quarter | Green |
| Renewals Due | Renewals coming up this quarter | Orange |
| Renewals Overdue | Renewals past their due date | Red |
Health Distribution Chart
A stacked bar chart showing how customer health is distributed over time. What it shows:- Weekly breakdown of account health levels
- 6-week rolling window
- Visual trend of health changes
- Each bar represents one week
- Colors indicate health categories (healthy, at-risk, etc.)
- Track whether health is improving or declining over time
Health Changes Widget
Monitor how customer health is trending:| Category | Description |
|---|---|
| Declined | Customers whose health decreased |
| Unchanged | Customers with stable health |
| Improved | Customers whose health increased |
- Weekly: Compare week over week
- Monthly: Compare month over month
- Use arrows to navigate to previous periods
Health Progress Table
A detailed table showing account-level health transitions. Columns:- Account name
- Previous health level
- Current health level
- Health change direction
- Click a row to expand and see detailed reasons for health changes
- Sort by any column
- Filter to find specific accounts
- Paginated for large portfolios
Customization
Period Selection: Widgets that support time-based filtering let you choose:- Weekly (default)
- Monthly
- Custom date range
Dashboard Data
The dashboard pulls data from across Statisfy:- ARR: From account records and CRM sync
- Renewals: From opportunity and renewal tracking
- Tasks: From your task assignments
- Health: From Statisfy’s health scoring engine
- Activities: From synced meetings, calls, and interactions
Data is cached for performance. Most widgets refresh periodically (typically within a few minutes).
Tips for Using the Dashboard
- Check the Renewals Overdue card daily to prioritize at-risk renewals
- Use the Health Progress table to identify accounts needing intervention
- Switch between My Book and Team Book to manage your portfolio vs. monitor your team
- Expand health change rows to understand the reasons behind shifts