Four Unified Views

Complete business visibility through four integrated perspectives

UCV

Unified Customer View

360° relationship visibility

→

Complete view of every relationship across all touchpoints, interactions, and value creation.

202
Total Contacts
24
Active Relationships
73%
Engagement Score
Capabilities
  • · Contact timeline across all channels
  • · Value Path stage tracking
  • · Content engagement history
  • · Meeting & interaction log
URV

Unified Revenue View

Pipeline → Collection clarity

→

End-to-end visibility from opportunity to cash collection with attribution clarity.

$XX,XXX
Pipeline Value
4
Active Deals
95%
Collection Rate
Capabilities
  • · Deal pipeline by stage
  • · Revenue attribution tracking
  • · Payment status monitoring
  • · Contributor commission visibility
UBC

Unified Business Context

Intelligence where decisions happen

→

Right information at the right time for confident decision-making.

150+
Content Assets
21
Shows Active
45
Episodes
Capabilities
  • · Content library with search
  • · Show & episode management
  • · Presentation assets
  • · Knowledge base access
UTE

Unified Team Enablement

Capability multiplication

→

Tools and resources that multiply contributor effectiveness.

13
Contributors
11
Active Agents
25+
Templates
Capabilities
  • · Contributor onboarding resources
  • · Agent status & health
  • · Template library
  • · Training materials

How the Views Connect

UCV
Who are they?
URV
What's the value?
UBC
What do we know?
UTE
How do we deliver?
Customer → Revenue → Context → Enablement → Customer

A continuous cycle of understanding, delivering, learning, and improving