Account List Insights account-list-insights

Last update: Fri Jul 21 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

The Account List dashboard offers a view of aggregated insights from all of the named accounts within that list.

NOTE

Marketo TAM automatically determines the top named accounts within an account list based on pipeline generated or account engagement scores.

Account List Dashboard account-list-dashboard

To see an Account List’s dashboard, simply click on its name…

…and the dashboard appears.

Pipeline

See the pipeline over time. To determine pipeline over time by week, we take the pipeline on the last day.

Revenue

See revenue over time. To determine revenue over time by week, we take the sum of all the revenue won in that week.

Click the Named Accounts tab to see which named accounts belong to that Account list.

NOTE

You can remove a named account in this tab by selecting it and clicking Remove Named Accounts.

Click the Used By tab to see which assets are referencing that Account List.

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