Monitor customer value realization with a unified team view
The new Executive Console | Customer Value Realization report gives leaders a clear, consolidated view of how their teams are driving customer outcomes.
- See of how your team is driving customer value — coverage, value achieved, and at-risk objectives.
- Drill into team performance, including progress by owner and the templates being used most.
- Spot gaps, replicate what’s working, and guide your team toward consistent value delivery.
Why this matters: Customer value is king when it comes to building a repeatable customer growth engine. Tracking value realization gives leaders a direct line of sight into where customers are succeeding, where support is needed, and how to replicate what’s working across your customer portfolio. Learn more ➡
Under-the-hood improvements
Target line visibility in custom reports
Adjusted the y-axis so that target lines in custom reports remain visible even when the target value exceeds current graph values.Sticky table headers in matrix component
Table headers within the matrix component now remain fixed while you scroll, making long data sets easier to read and navigate.Improved date handling for opportunity syncs
We’ve added timezone conversion to the inbound and outbound sync for Salesforce and Totango opportunity dates to ensure date-only fields (like CloseDate) appear consistently, preventing the one-day shift some users experienced.