Named Account Insights

Last update: July 21, 2023

The Named Account Dashboard provides a 360-degree view of a target account.

Dashboard

The dashboard aggregates key insights at an account level from all the people within a named account, thus avoiding the need of going to each person to evaluate their progress. You can drill down deeper into email activity using Email Insights.

NOTE
Charts show insights from the last 90 days.

Account Engagement Over Time Click the View drop-down on the right to change what you view by. In addition to Account Score, you can view by Total Revenue…

…or Pipeline.

Account ScoreSee week-to-week engagement based on all the account scores you created in Admin. You can compare these account scores side-by-side. To determine weekly engagement, we take the max engagement from any day of the week.
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.

Interesting Moments

Available to users of Marketo Sales Insight, see the interesting moments rolled-up at an account level.

Top People

These people are calculated based on priorities that are based on recency or urgency showed by people of named accounts (same as Best Bets in Sales Insight), or Scores defined by the user. Priority is only available to users of Marketo Sales Insight.

Includes Children

Click Includes Children to see and choose the child accounts of the selected named account and view their aggregate analytics.

NOTE
When selecting accounts, you can either choose select all, or individually select up to 100.