It would be helpful to have the ability to filter or toggle company information on and off within the R360 AI Cheat Sheet.
We ran into an instance recently where the R360 AI Cheat Sheet was showing company information that did not pertain directly to the Relationship. Data for to the company was displaying alongside Relationship information due to the relationship's association with the Company, despite the referenced meeting having nothing to do with the relationship
Having company information that is not directly relevant to a given relationship appear on the R360 AI Cheat Sheet can create confusion for users who are trying to focus on relationship specific context. This can be problematic in scenarios where a company has multiple relationships, each with distinct characteristics, goals, or health indicators. Irrelevant company data can muddy the view and lead to misinterpretation or misaligned conversations.
Having an ability to only see Relationship information when on the R360 Cheat Sheet would be a welcome addition.