How do I view account based reports?
The Accounts report page refers to the organizes your contacts according to their company or corporate affiliation and provides overall metrics for each Account entity.
To view a summary of your accounts’ activity, go to Reports > Connections > Accounts Report.
Clicking on an entry in the list below the report page for that specific account.
Account report page sections:
A. Info: general address and contact information.
B. Contacts, Deals, and Opportunities: view lists of contacts, registered deals, and sales opportunities associated this this Account.
C. Sharing: share access and edit permissions for Users and/or User Groups.
D. Account Overview
Account Overview
In the account overview section, you can preview where accounts may be shared in common with other organizations or are in within a geographical region (if you are a channel manager or a corporate account managing partners).
Select account overview
Observe the two sections:
- Geo and Vertical Overlap - Shows overlapping accounts based on geographical and vertical matching
- Your Account and Organization Account Overlap - Shows your partner organizations that have the same account in their lists.
For example, in a list of contacts where a user is shared another contact with a company (Mindmatrix) in common, the account overview displays the conflict:
This user has multiple contacts from the company "Mindmatrix", which are accounts shared with them:
Upon clicking on and inspecting one of the accounts, they discover that there is a conflict:
The report found matching data shared to the user's account and displays the information.
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