SECTIONSBusiness Review Summary Sections
Business Review Summary enables you to leverage AI to generate insights from data retrieved from various sources over a date range that you select. By default, the date range is the last six months. 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.
| 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
Internal
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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 selected date range 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. |
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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. |
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Must include the current metric, target, and progress. |
|
| 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. |
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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. |
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Must include a potential value (if known) and the next step for qualification. | Limited to three bullet points. |
| Strategic Plan | 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
|
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. |
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Must be immediately actionable. | Limited to three bullet points. |