Receive a weekly email containing your top accounts, and their weekly trends.

Learn how to customize this report here.

The report shares:

  • 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

 

Email Key

Account ScoreWeekly trend by account score selected in set-up, followed by current account score
Sales PipelineWeekly trend by pipeline, followed by total current pipeline and number of open opportunities
Page ViewsWeekly trend of page views, followed by total page views and number of unique visitors
Interesting MomentsTotal number of interesting moments that occurred during the week