Illustrative example
An expansion in review.
Sources: CRM, Forecast
Sales · Work lens
The commitment that stopped, with the reason still visible.
You will see the deal, the buyer, and the forecast labeled as forecast. A silent champion is a gap, not a score.
Your responsibility shapes the view.
Same workspace. Scoped access.
This is a work lens, not a separate product. Access follows membership and responsibility.
Historical recall does not grant authority. Scoped access and explicit approval still apply.
Capability availability varies by tenant, host, and profile. Marketing describes design intent unless a page states verified evidence.