The Dashboard provides a real-time view of your customer success metrics, including health trends, renewals, and key performance indicators. Use it to quickly understand the state of your customer portfolio.Documentation Index
Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
Use this file to discover all available pages before exploring further.
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 |
- Renewal cards — Clicking navigates to the Renewals page, filtered to show only the relevant renewals (closed, due, or overdue). The amount displayed on the card matches the total of the filtered list.
- Health Distribution — Clicking a health segment navigates to the Accounts page, filtered to show only accounts in that health category.
- Overall Health Changes — Clicking a change category (Declined, Unchanged, Improved) navigates to the Accounts page with the appropriate filters applied.
Renewal metric cards are only visible when a renewal segment is configured in your organization settings. If no renewal segment is defined, the renewal cards grid will not appear on the dashboard.
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