TAM Main Dashboard tam-main-dashboard

The main dashboard provides a summary of your Target Account Management efforts. You’re able to see the target accounts or account lists that are showing success, and the ones that need more attention.

To filter by account list, click the View drop-down…

…and make a selection. In this example, we’re choosing our “High Tech” account list.

To view the Account List Dashboard, click the name of the account list you selected…

…and the dashboard loads.

If instead of viewing the Account List Dashboard you want to drill-down into a named account, click More Details under its name…

…and view the named account’s insights.