Customer business expectation
The customer business expectation table (sn_cust_disc_hb_business_expectation) captures a measurable success outcome tied to a customer business need. Expectations define what success looks like for the customer, including target values and success criteria.
Fields
The customer business expectation table contains the following fields:
| Field label | Description |
|---|---|
| Number | Unique identifier for this record. This field is automatically set with the prefix `CBEX`. |
| Account | Customer account associated with this record. Auto-derived from the parent business need's lifecycle anchor. This field may be empty when no lifecycle anchor carries an account. |
| Customer Business Need | Parent business need. Only business needs in Draft or Qualified states are selectable. |
| Short description | Brief description of the expectation. |
| Description | Detailed description of the expectation. |
| Metric | The Performance Analytics indicator tracked by this expectation. |
| Unit | Unit of measure for the current and target values \(for example, percent, days, dollars\). |
| Current value | Latest observed value against the metric. Used to measure progress toward the target value. |
| Target value | Target value for the metric. |
| Start date | Start of the measurement window. |
| End date | End of the measurement window. |
| State | Current state: - Draft - Qualified - Achieved - No Longer Required |
| Closure code | Required when the State is set to Achieved or No Longer Required. - Achieved - Missed - Cancelled |
| Close notes | Required when the State is set to Achieved or No Longer Required. |
| Work notes | Running notes on this record. |
Note: The lead, opportunity, and engagement fields are present on this table as read-only fields when the respective plugins are active. They are auto-populated from the parent business need and can't be edited.
The following user roles can view or modify this table:
| Role | Access |
|---|---|
sn_cust_disc_hb.discovery_viewer | Read |
sn_cust_disc_hb.discovery_writer | Read, write |
Parent Topic:Customer Discovery Hub tables
Related topics