Customer business expectation

reference australia Updated Sep 10, 2026 1 min read account-lifecycle-cust-dh-tables-be.md
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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

Customer Discovery Hub tables

Manage engagements

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