The Action Plan Summary gives a snapshot of the buyer’s progress inside the Mutual Action Plan (MAP). It helps you track completed steps, upcoming tasks, and cross-functional accountability.
What You Can See in the MAP Summary
1. Completed tasks
Shows which MAP items the buyer has finished.
2. Upcoming tasks
Displays what’s scheduled next and potential blockers.
3. Responsibility overview
Shows which participant owns each task.
4. Quick link to full MAP
Opens the full Mutual Action Plan for deeper review.
When MAP Summary Is Shown
The MAP Summary appears only if the Mutual Action Plan is enabled for the Deal Room.
When to Use MAP Summary
Use this view to:
Prepare for project/decision cadence meetings
Keep stakeholders aligned
Identify next steps for both sides
Surface stalled items quickly