Business Review Summary Sections

Business Review Summary enables you to leverage AI to generate insights from data retrieved over the last six months from various sources. Each section is based upon different sources, and has its own rules and limitations.

This table lists the sections available in a business review summary, including their definitions, data sources, rules, and limitations.

Business Review Summary Sections
Section	Definition	Data Sources	Rules	Limitations
Key Stakeholders	Lists the names, roles, and titles of crucial customer contacts for the follow-up discussions, decision-making, and execution of the strategic next steps. It ensures alignment and clear ownership of actions.	External Contacts (Related to Accounts) Internal Account Resources Account Owner	Contacts are retrieved and displayed using Apex code, not AI, in the format Name (Role). For example: Jordan Jon (Customer Success Manager).	Does not use AI.
Executive Summary	Consolidates the most critical account data from the last six months into a concise, narrative overview. It displays the overall account status (health), summarizes the most significant performance achievements, highlights the major risks, and states the most urgent next steps, allowing an executive to grasp the entire review in under a minute.	Uses all other section summaries to generate.	Must be one to two paragraphs maximum. Must focus only on items with high financial or strategic impact.	None.
Key Achievements	Documents the most important measurable successes and value-based wins that the customer realized during the review period. Explicitly demonstrates how your product or service contributed to the customer's success by comparing current metrics against established goals.	Accounts Objectives Objective KPIs (top three positive)	Must include the current metric, target, and progress.	Limited to showing only the top three Objective KPIs. Limited to three bullet points.
Risks and Blockers	Identifies significant issues, off-track Key Performance Indicators (KPIs), and any internal or external factors that are actively hindering the customer's progress, or that pose a serious threat to the stability or financial health of the account. It includes objectives with an "Off Track" status.	Account CS Activity Objectives Objective KPIs (negative)	Must clearly state the impact of any risks and blockers.	Limited to three bullet points.
Expansion Opportunities	Highlights concrete areas for future account growth, such as new business units, upcoming acquisitions requiring more licenses, or explicit interest from the customer in integrating additional products or services. It is forward-looking and revenue-generating.	Accounts Business Challenges CS Activities Objective KPIs Objectives Success Plans	Must include a potential value (if known) and the next step for qualification.	Limited to three bullet points.
Strategic Next Steps	Provides a structured, chronological roadmap for the next 90 days (broken down into 30, 60, and 90-day timeframes). Its purpose is to align future strategy, set clear expectations for both teams, and ensure long-term focus on the customer's goals.	Section Summary Risks and Blockers section summary Expansion Opportunities section summary	There are three lists structured in the form of 30, 60, and 90 days.	Limited to three bullet points.
Immediate Actions	Outlines critical and urgent tactical tasks that must be completed within the upcoming days to resolve high-priority blockers, stop revenue leakage, or prevent a negative impact on overall account health.	Account CS Activity Business Challenge Success Plan Objectives Objective KPIs	Must be immediately actionable.	Limited to three bullet points.