84 - OM: Opportunity ROI Dashboard Component

Reps need a focused ROI readout on the Salesforce Opportunity inside Opportunity Management so AE and leadership can judge economic viability fast—without juggling spreadsheets.

User story

As an AE or Opportunity owner partnering with leadership, I want a consolidated ROI-oriented dashboard component on the Opportunity record so that I can articulate value, pacing, and margin risk during deal reviews.

Metric formulas, placements, entitlement, and data sources remain product/engineering decisions; see Jira SCRUM-84 for full acceptance criteria and open questions.

Please authenticate to join the conversation.

Upvoters
Status

Planned

Board

Backlog

Tags

opportunity

Date

About 2 months ago

Author

Nick Campion

Subscribe to post

Get notified by email when there are changes.