Mutual Plan: Access new and different perspectives through Tabs

The Mutual Plan will now offer multiple views of the Plan depending on the task at hand for the Account Team. Existing views that focus on Customer Goals -> Mutual Objectives -> Initiatives and Internal Goals -> Mutual Objectives -> Internal Goals are shown as tabs instead of a dropdown arrow.

In addition, new Views will automatically appear depending on the configuration focused on more visibility to executive efforts:

• Mutual Objective Milestones:  View will adjust to show Internal Goal -> Mutual Objective -> Mutual Objective Tasks

   

• Initiative Milestones:  View will adjust to show  Mutual Objective -> Initiatives -> Initiative Milestones

Admins can set the desired order of these tabs under Customer Settings -> Mutual Value Plan.

Expect in future release other structured views of the Plan such as Mutual Objective -> Initiative -> Opportunities or Mutual Objective -> Initiative -> Investments