Executive visibility / Executive intelligence
Give the owner a decision view.
The owner, Customer Success, and a specialist do different work. Their views should help them make the decisions their roles require.
The owner may need performance and exceptions. Customer Success may need intake tasks and routing. A specialist may need assigned opportunities and the next action.
Agree the access and responsibility before building the views.
Useful visibility connects a person to work they can act on.
What decision should your owner dashboard make easier?