The My Business | Overview page allows you to quickly scan upcoming renewals and track account health trends over time with visual clarity.

Each bubble tells a story: Who's at risk, who's growing, and who needs your attention now.

Page components

Filtering

Use the filtering options to narrow or expand the records in this view.

• Account filter: Defaults to "Accounts assigned to You." Optionally toggle to "All Accounts" within the team account set.
  
  If employee hierarchy is enabled in your instance, the filter dynamically defaults based on whether or not you have direct reports. Managers have an additional option: "Accounts Assigned to You + Team Members Assigned to You" | "All Accounts" 
• Topline filters: Apply multiple filters using logical operators (AND/OR) and nested filter groups.

Tiles

Click inside the tiles to open a segment preview or an option to go to a segment view.

• All accounts: Total accounts and contract value
• At-risk accounts: Total accounts that qualify for risk and contract value
• Accounts in renewal: Total accounts in the renewal window and contract value
• At-risk accounts in renewal: Total accounts that qualify for risk in the renewal window, and contract value

*The at-risk filters and renewal window are defined in global settings.

Renewals timeline

Toggle health of future renewals and time frame for time-based analysis. Hover over views to view details. Number of accounts is represented by bubble size.

List of accounts

See all accounts in the current view. 

• Use the search bar to search by account name
• Click Edit Columns to update columns shown. Default columns are defined in team settings.
• Hover over a record under the [Account Name] column to see a Preview (eye) icon. Click to open a preview of the account profile view with more options.