On the Customer Portfolio Dashboard (the home screen for non-admins), there are a new set of widgets and dashboards available to assist in the day to day management of Key Accounts. Here is an inventory to check out:
New Views
The following information is now available to be seen for a Customer Portfolio using the Left Hand Navigation:
- Key Stakeholders: view, filter and search for Key Stakeholders associated to many Customers at once
- News: view filter, and search for latest News provided by the teams or AI agents
New Widgets
The follow widgets are available to bring daily focus and insights to KAM
Key Stakeholder Advocacy: a chart that show the Advocacy distribution by Stakeholder Influence Tier to help understand Depth and Risk of key individuals
- Negative Key Stakeholders: list of Stakeholders who have 'Red' Advocacy to create focus on the stakeholders that could block the plan forward
- Latest Meetings: show the Meetings that have been completed most recently across many customers and click in for more details
- Achievements List: Show list of Achievements assigned to customers and their overall status with a quick link to view the status by Customer
Latest News: Show the latest news happening across all the Customers and work for a given Portfolio
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