The My Business | Risk + Health page allows you to understand what’s driving account health with dimension-level insight.

Whether it’s onboarding gaps, poor support experience, or lack of stakeholder engagement, you’ll know exactly where to intervene. Plus, you can track health progress month over month. With this view, trends don’t just show where you’ve been—they guide where you should go next.

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.

• Average health score: Average health score and contract value of accounts, showing a breakdown of health (good, average, poor, no value)
• Accounts in poor health: Percentage of accounts and total contract value in poor health, showing a distribution of poor accounts
• Average health score: Average health score and contract value of accounts in renewal*, showing a breakdown of health (good, average, poor, no value)

The renewal window is defined in global settings.

Health over time

Click between views to view time-based analysis. Hover over views to view details.

• Average health score: Score of accounts over time
• CV in poor health: Total contract value for accounts in poor health over time
• Threshold distribution: Percentage of accounts in each health rank (good, average, poor, no value

Health breakdown by dimension

See a holistic overview across all multi-dimensional health profiles.*

Because it’s aggregating data across multiple profiles, individual dimension weights per profile don’t apply here.

Contract value by poor health dimension

See a breakdown of accounts with poor health across each dimension.*

*If you don't see a health breakdown, your health configuration may be using an account health model. In that case, multi-dimensional breakdown does not apply.