Receive a weekly email containing your top accounts and their weekly trends.
The report shares:
Learn how to set up this report here.
- Named accounts sorted by the account score you choose
- Top engaged people
- Key trends and interesting moments
- A link to download a CSV file containing additional details
Sales Report Key
|Account Score||Weekly trend by account score (selected in setup), followed by current account score|
|Sales Pipeline||Weekly trend by pipeline, followed by total current pipeline and number of open opportunities|
|Page Views||Weekly trend of page views, followed by total page views and number of unique visitors|
|Interesting Moments||Total number of interesting moments that occurred during the week|