> ## 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.

# Dashboard Overview

> Monitor customer health, renewals, and key metrics at a glance.

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.

### 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     |

Use the dropdown in the top-right corner to switch between views.

### Metric Cards

The top row displays key performance indicators:

<CardGroup cols={3}>
  <Card title="Total ARR" icon="dollar-sign">
    Annual recurring revenue from customer accounts.
  </Card>

  <Card title="Total Customers" icon="building">
    Number of active customer accounts.
  </Card>

  <Card title="My Tasks" icon="list-check">
    Tasks assigned to you that need attention.
  </Card>
</CardGroup>

**Renewal Metrics:**

| 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    |

**Clicking Metric Cards:**

Renewal and health metric cards are interactive — click any card to navigate directly to a filtered list:

* **Renewal cards** — Clicking navigates to the [Renewals](/accounts/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.

<Note>
  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.
</Note>

### 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

**How to read it:**

* 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 |

**Period Selection:**

* **Weekly**: Compare week over week
* **Monthly**: Compare month over month
* Use arrows to navigate to previous periods

Each category includes a sparkline showing the historical trend.

### Health Progress Table

A detailed table showing account-level health transitions.

**Columns:**

* Account name
* Previous health level
* Current health level
* Health change direction

**Features:**

* 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

**Refresh:**
Click the refresh icon on any widget to get the latest data.

### 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

<Note>
  Data is cached for performance. Most widgets refresh periodically (typically within a few minutes).
</Note>

### Tips for Using the Dashboard

<Tip>
  **Start your day on the Dashboard** to quickly see renewals due, overdue items, and health changes that need attention.
</Tip>

* 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