69 - Add Opportunity Plan roll-up to Master Account Plan

Add an aggregate view of CRUSH Opportunity Plan records (PQ_Opportunity_Plan__c) on the Master Account Plan so portfolio owners can see deal-level plans across child Account Plans β€” additive UX that does not replace or change the existing Account Opportunities (standard Opportunity) table already on the Master Account Plan Strategy tab.

User story

As a Regional or portfolio sales leader, I want all relevant Opportunity Plans for accounts under my Master Account Plan to appear in one place, So that I can review deal-level engagement and plans without opening each Opportunity Plan record individually.

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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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