The Account Analytics page allows you and your salespeople to view important statistics and data for prospects and accounts.
Access account analytics
- Login to Sales & Success Center.
- You can also impersonate a salesperson via Partner Center > Sales > Salespeople.
- Click Analytics on the top right of the Accounts page.
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.
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
- Connected Facebook
- Connected Google Business Profile
- Days users logged in
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
- Last sales activity
The "Status filter" is operated by these functions:
Unread Activity - When a client (Business App user) takes any action in Business App (views packages, etc) it will add this to their activity feed on that account. Until the salesperson views that activity, it will be marked as Unread Activity.
Account Created - This would be a tag added to any newly created accounts so you can filter by these.
In Progress - This is the default state whenever a salesperson takes action on an account
Ready to Sell - This happens if the account ‘Goes Hot’ (Opens an email, clicks through an email, opens a product in Business App, etc.)
Follow-up Needed - This is a tag that can be added when you log sales activity. When you are logging activity, there is a ‘Follow-up required’ checkbox that will add this tag to an account
Closed Won/Lost - Sales & Success Center allows you to create an opportunity under an account. This would be for a salesperson to document any potential sales and what they would entail. Once they are done with that opportunity, they can mark it as either Closed Won (made the sales) or Closed Lost (didn’t complete the sale). Once you do mark it as either of these, it will add a tag to the account.
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
Note: If there are no contacts associated with an account, salespeople can create one in both the Copy email and Call now options.