The Account page: what earns a permanent seat, and what earns one click

Here's how I think about it: The balance isn't about cramming more or less onto the page, it's about deciding what earns a permanent seat versus what earns one click.

The Highlights Panel is where "enough information" actually gets decided. Four to six Fields, the ones an Account Executive checks on every single Account regardless of what's happening with it: Name, Owner, Stage or Status, next action, maybe one number that matters. If a Field doesn't belong there for every Account, it doesn't belong in the Panel at all.

The default Tab is the second lever. It should hold whatever the AE actually came to do, usually Activity, a few core fields and/or the next best action, so the first screen they land on already answers "what do I do next" instead of a wall of history to scroll past.

Everything else, Related Lists, older activity, the Fields that only matter a few times a year, goes in the other Tabs. Still there, still one click away, just not competing for space on the first screen.

That's the actual balance: not less data, just a clear line between what's always relevant and what's occasionally relevant, with the Panel and default Tab holding the first and the other Tabs holding the second.

One caution on the way there: some teams try to solve this by making the page itself smarter, different Dynamic Forms logic for every Record state, which usually trades information overload for layout unpredictability instead of actually fixing it.

Different Page Layout per Persona, and likely per Record Type, goes without saying. An AE and a Support Agent were never going to see the same screen, and different Record Types are different jobs to begin with.