Sales intelligence is vital when it comes to converting leads into paying clients. Being able to quickly reference important data during a sales call is essential to success.
While the Snapshot Report provides a detailed view of your prospect's digital performance, sometimes you just need to see their grades at a glance. This is why we've introduced the Snapshot Report Scorecard, a brief overview of a client's grades and when they were last refreshed, accessible directly within the Manage Accounts page.
What is the Snapshot Report Scorecard?
The Snapshot Report Scorecard is a side panel that can be seen within the Manage Accounts page of either Partner Center or Sales & Success Center. The Scorecard includes:
- The overall score of the accounts Snapshot Report.
- A breakdown of each section along with their associated grade.
- The date the Snapshot Report was created, to give you an idea of how old the data is.
- The ability to refresh the Snapshot Report to ensure you have the latest data.
- The option of viewing the full report.
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Note: The refresh option will only appear if the report is more than 7 days old. This is due to the Snapshot Report continuously pulling data for 7 days after its creation.
How to access the Scorecard in Partner Center?
- Log in to Partner Center.
- Go to Accounts > Manage Accounts.
- Search for the account.
- Under Services click the Snapshot Report icon
.
- The Scorecard will immediately expand from the right-hand side.
Note: If you see the Snapshot Report icon with a , this means you'll need to create one first before viewing the Scorecard. Be aware that if you're creating a Snapshot Report, it takes 24 hours for the data to fully populate.
To refresh the Snapshot Report from the scorecard, scroll to the bottom and click Refresh underneath the report's creation date. Visit this support article to learn more about refreshing a Snapshot Report.
How to access the Scorecard in Sales & Success Center?
- Log in to Sales & Success Center.
- Go to Accounts > Manage.
- Search for the account.
- On the bar at the bottom of the account, click the Snapshot Report Icon
- The Scorecard will immediately expand from the right-hand side.
Note: If you see the Snapshot Report icon with a , this means you'll need to create one first before viewing the Scorecard. Be aware that if you're creating a Snapshot Report, it takes 24 hours for the data to fully populate.
To refresh the Snapshot Report from the scorecard, scroll to the bottom and click Refresh underneath the report's creation date.
Visit this support article to learn more about refreshing a Snapshot Report.