Now CSMs and Sales Managers can easily view the critical data points they need anytime right on top of the Account Profile by adding Custom Metrics and Hierarchy Roll-Ups to it. If you have account hierarchy, you can easily get an account snapshot across multiple levels.
As a Customer Success Center (CSC) user:
- As a Customer Success Center (CSC) user, you can view Custom Metrics in the Account Profile header.
- You will be able to view the rolled-up values of any attribute or Custom Metrics when navigating throughout the account hierarchy.
- As a Zoe user, the Custom Metrics and Hierarchy Roll-Ups will appear in your search queries.
- Your global admin has a new, intuitive configuration interface to make changes to the Account Profile header.
Read more about it here.