How can I access visual insights within my Account Plan?

Sarah is a Key Account Manager preparing for a major strategic review at Newton Memorial Hospital. She needs to review the account plan to understand how their primary products, Natevba and Restolar, are performing across different departments. Instead of digging through separate reporting modules, Sarah logs into her iPad and opens her Vault CRM application to find everything in one place.

She navigates directly to the target Account Plan for Newton Memorial Hospital. Once the account plan record loads, she sees a tab on the top of the screen where she can access a visualization of the critical information.