Account List Insights

Last update: July 21, 2023

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

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

…and the dashboard appears.

PipelineSee the pipeline over time. To determine pipeline over time by week, we take the pipeline on the last day.
RevenueSee revenue over time. To determine revenue over time by week, we take the sum of all the revenue won in that week.

Named Accounts Tab

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.

Used By Tab

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

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