How to review Account Overlap Report?

Introduction:

In this comprehensive guide, we will walk you through the account overlap report process. Let's dive into the step-by-step process.

Navigating to Account Overlap report:
Click on Reports> Account Overlap Reports (installURL/#reports/accountoverlapreport).

Explore Vertical+GEO-Based Overlapping:

Utilize the first option to identify account overlap based on location and verticals. This feature provides insights into accounts that share geographical and vertical similarities.

Discover Vertical-Based Overlapping:

Alternatively, explore account overlap based on verticals. Verticals represent different industry types, offering a comprehensive view of overlapping accounts within specific sectors.

Your Account & Org Account Overlap

Displays overlapping accounts at the organization level. Experiment with different views and verticals to gain a nuanced understanding of account overlap. The provided options enhance the user's ability to tailor the analysis to specific criteria.

Org with Accounts Overlap:

See how many organizations are there in your system with overlapping accounts. Also, different segments are given for sorting accounts overlap.

Explore Map View Options:

This report allows users to visualize account overlap geographically, providing a spatial understanding of the distribution of overlapping organizations. A dropdown menu is provided for additional customization. Clicking on the dropdown reveals options related to maintenance. This allows users to tailor the information displayed on the Account Overlap page.

Conclusion:

​Users can effectively navigate the Account Overlap page, leveraging its features to gain valuable insights into account relationships based on location and verticals. This structured approach ensures a thorough exploration of overlapping accounts for informed decision-making.

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