Sales & Success Center: Account analytics

The Account Analytics page allows you to view important statistics and data for prospects and accounts.

How does it work?

Access account analytics

  1. Log in to Sales & Success Center.
  2. On the Accounts tab > Click Analytics at the top of the 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.

Sorting

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 organised by location.
To add additional sorting options, click Add another column to sort by, then select the option they wish to add. The following are available:

  • City
  • State
  • Country
  • 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 to Facebook
  • Connected Google Business Profile
  • Days User Logged in

Sorting options can be rearranged by clicking and dragging via the drag icondrag_indicator-24px.svg.
Once you are satisfied with your selected options, click Update.

Select columns

You can set the columns that are displayed by clicking Columns. Any options that are checked off will appear in the table in the order listed when viewing the Columns menu. You can reorder your columns via the drag icondrag_indicator-24px.svg

Filter the account analytics table

You can filter the account analytics table via the  Filter icon  filter_list-24px.svg. The following filters are available:
  • Status
    • Unread activity
    • Account created
    • Ready to sell
    • In progress
    • Follow-up needed
    • Closed won
    • Closed lost
  • Archived
    • Not Archived
    • Archived
  • Location
    • Country 
    • State
  • Activity
    • Within the last 30 days
    • Not within the last 30 days