74 - Add Cross-Sell, SWOT, Key Dates, Tasks roll-ups to Master Account Plan

Deliver Master Account Plan surfaces that roll up the same strategic execution artifacts users already have on child Account PlansCross-Sell (White Space), SWOT, Key Dates, and Tasks — so portfolio owners can review them without opening each Account Plan. Additive only: no removal or behavior change of existing Account Plan Strategy / SWOT / related components unless captured in a separate ticket.

User Story

As a regional or portfolio account leader,

I want Cross-Sell, SWOT, Key Dates, and Tasks from Account Plans under my Master Account Plan visible in one place,

So that I can run account reviews and coaching across subsidiaries from the Master record.

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Upvoters
Status

Planned

Board

2026 Fall-Winter

Tags

master

Date

About 2 months ago

Author

Nick Campion

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