Who can use this feature?
- All users
- Available on all plans
The Accounts page allows you to view all scored accounts. You can view accounts in list view or detail view.
Accounts list view
See accounts in a tabular format; each row in the table represents a unique record.
- Use search to find a particular record
- Edit/sort columns to change the data shown in the table
- Hover over the account name to open the detail view
Summary statistics
The summary area displays aggregate values and change for the following:
- Total: Number of accounts included in the data set
- At-risk: Number of accounts with an at-risk status
- Up for renewal: Number of accounts that have a renewal date within the account renewal window (default is 90 days)
- At-risk up for renewal: Number of accounts that are up for renewal within and have an at-risk status
Change (increase/decrease) is calculated using a rolling time window (default is 30 days).
Account detail view
The Account detail view displays information related to a single account record.
Key info area
See a summary of key information for the account:
- Risk status
- Most recent key moments
- Current revenue
- Renewal date
- Days since last engagement
- Days until next scheduled engagement
- Account owners (internal)
- Key users (external)
- More attributes
Account health scores and summary
The pulse health score determines how likely the account is at risk of churning. The score is comprised of the following:
For each score, view the following:
- Negative (red)
- At benchmark (yellow)
- Above benchmark (green)
- Change (increase/decrease): Calculated using the rolling time window
View score breakdown
Within the pulse score tile, click View Score to view a further breakdown of score model, a grade of each element of the health score, viewed over time.
- Health score overview and summary
- Score overview with key moments tile
- Trend over time for each grade
More details
View related records for the account. Use the search bar to search or filter records.
- Key moments: Timeline of key moments related to the score's calculation
- Engagements: Timeline of calls, emails, and ticket activity
- Related users: List of related users on the account
- Notifications & alerts: List of notifications on the account