Product Roadmap

Upgrade CRUSH surfaces to render correctly under Salesforce SLDS-2 (Cosmos) without breaking orgs still on SLDS-1.

Combined list of Opportunity Plans across all qualifying child Account Plans on the Master Account Plan record.

Account flag that's true only when a map contains both a Champion and a Decision Maker — so empty-shell maps don't count as coverage.

Roll up Cross-Sell, SWOT, Key Dates, and Tasks from child Account Plans onto the Master Account Plan.

Bulk-associate Opportunities with Objectives, surface Closed/Won on linked deals, and let admins configure how objective completion % is calculated.

Filterable timeline of Account Plan changes — activities, objectives, opportunities, and more — in one chronological view.

Continuously re-score map members from activity and conversation data, surfacing where sales labels diverge from behavioral evidence.

Clone an existing Relationship Map from one Opportunity onto another so teams don't rebuild the same org chart for repeat business.

AI proposes groupings for Account Contacts not yet on the Relationship Map so teams spot coverage gaps faster.

Show Task Type (Meeting, Call, Email, etc.) on each task row in the Strategy/Objectives tab so teams see activity type at a glance.

Toggle between hierarchy, partners, and opportunity-specific views on one Relationship Map canvas for large enterprise accounts.

AI drafts starter Account Plans from CRM data and flags gaps, stale items, and risks in existing plans.

Show linked Account Plans and Master Plans on the Opportunity workspace so deal teams see account strategy in context.

Enable colored Relationship Group Types on maps so contact cohorts are visually distinct and admin-governed.

Add engagement matrix, graph, and admin-configurable custom object tabs to Contact OmniView on the Relationship Map.

Add deal scoring and scorecard visibility to the Opportunity Plan so reps and managers see why a deal sits where it does.

Consolidated ROI dashboard on the Opportunity record so teams assess pursuit economics without leaving the deal.

Embed a sales methodology checklist component in Opportunity Management so reps run pursuits against your standard playbook.

Surface Relationship Maps where the Decision Maker has no recent engagement so leaders can audit CSM activity.

View multiple Relationship Maps under one Account on a single canvas so cross-functional relationships are visible together.

Split large Relationship Maps into linked pages with cross-page hierarchy navigation for enterprise accounts.

Link Relationship Map Decision Makers to open Salesforce Opportunities so pursuits stay tied to the live buying contact.

AI drafts Relationship Maps from CRM signals so teams start from a useful first draft, not a blank canvas.

Connect custom Solution objects to the Cross Sell Map for customer-specific whitespace analysis.

One Activities tab on the Account Plan showing all objective and opportunity activities together.

Sort, group, and switch Relationship Map layout — including vertical and horizontal views for large accounts.

Quarterly booked and projected revenue on the Account Plan, rolled up from Opportunity Line Items.

AI drafts Relationship Maps from CRM signals so teams start from a useful first draft, not a blank canvas.

Connect custom Solution objects to the Cross Sell Map for customer-specific whitespace analysis.

One Activities tab on the Account Plan showing all objective and opportunity activities together.

Sort, group, and switch Relationship Map layout — including vertical and horizontal views for large accounts.

Quarterly booked and projected revenue on the Account Plan, rolled up from Opportunity Line Items.