Salespeople can use the Account Analytics page to view important statistics and data for prospects and accounts.
Access the Account Analytics page
To access the Account Analytics page:
- Log in to Sales & Success Center.
- You can also impersonate a salesperson via Partner Center > Sales > Salespeople > .
- Click Analytics, available under the Accounts navigation option.
Customize the Account Analytics table
There are a few key ways in which to customize the account analytics table. These primarily revolve around sorting and choosing columns.
The table can be sorted in a number of ways by clicking Sort. Sorting options are applied in the order they are listed.
For example, take a look at the following:
In this image, the results in the table would first be sorted by name. If there are multiple accounts with the same name, those would then be organized by state.
To add additional sorting options, click Add another column to sort by, then select the option they wish to add. The following are available:
- Last sales activity
- Times contacted sales
- Times clicked 'Add products'
- Store views
- Single customer creations
- Bulk customer uploads
- Executive Report views
- Business profile updates
- Upgrade pop-up views
Sorting options can be rearranged by clicking and dragging via the drag icon.
Once the salesperson is satisfied with their selected options, click Update.
Salespeople can set the columns that display by clicking Columns. Any options that are checked off will appear in the table in the order listed when viewing the Columns menu. Salespeople can reorder their columns via the drag icon.
Filter the Account Analytics table
Salespeople can filter the account analytics table via the Filter icon . The following filters are available:
- Unread activity
- Account created
- Ready to sell
- In progress
- Follow-up needed
- Closed won
- Closed lost
Salespeople can click the Menu icon next to any account to reveal account actions. The following are available:
- Create opportunity
- Log a call, email, or meeting
- Start email campaign
- Copy email > Select contact
- Call now > Select contact