How do I view account based reports?
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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.
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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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