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Total Active Account

Would be nice to have the total active accounts when I look up my AEs.

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Andres Paz shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

We have added this as part of the Sales Productivity Card which can be found on your Home Page. If it is not there you can add it to an empty slot, remove another card to add it, or create a new tab and add the card there.


We have defined an Active Account as one that has billed anytime in the last 12 months or later. 


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  • Andres Paz commented  ·   ·  Report

    Thanks Ryan. The number of active accounts is a great way to measure account executive performance, individually to follow that person's progress and to compare it with its peers. It would also help me find the average amount spent by each client, a number that can be complicated by groups with multiple media outlets like ours.

  • AdminRyan Moore (Product Owner, Matrix) commented  ·   ·  Report

    Thanks for the clarification! That helps us understand what you want crystal clear now.

    I'm curious what you're doing with this information once you have it. I apologize for the 20 questions, but really understanding our customer's needs helps us design better solutions.

    "Knowing how many accounts each AE has allows me to..."

    Thanks!

  • Andres Paz commented  ·   ·  Report

    When I go to each AEs Bird's Eye View it would be awesome to see how many accounts they have active (billing) per month, quarter, year, instead of having to scroll down and add them up. Thank you!

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