SummitBridge Financial Group
Salesforce Feature Utilization Dashboard  |  Prepared by Centric Consulting
Assessment Date: April 2026
Enterprise Edition  |  6 Divisions  |  150 Features
📊 Utilization Summary
🗺 Business Process View
🔍 Feature Deep Dive
🎯 Top Improvement Opportunities — Highest-priority features not in use or significantly underutilized, ranked by strategic impact
Utilization % by Division
In-Use Score Distribution (Features with Improvement Opportunity)
Business Process Utilization Heatmap — Utilization % for each business process group × division (N/A = not applicable)
0–39%
40–59%
60–74%
75–100%
N/A
Process Summary Cards
Division Cloud Feature Business Process In Use? Opportunity? Score
Score Distribution by Division (filtered)
Feature Status by Cloud (filtered)