Account Performance

The Account Performance dashboard includes these features and metrics:

• Filter the analytics charts and metrics by Sales Organization, Account Priority, Account, Shipping State, and other dimensions to customize your view and compare performance.
• View KPIs such as revenue, quantity, visits, high priority visits not completed.
• Click Compare Weekly Metrics on the KPI tile to view and compare average weekly KPIs including revenue, quantity, visits, and high-priority visits not completed with the current metrics.
• Click the arrow in the top-right corner of each KPI metric tile to open it in the detailed view.
• Go to the Overall Performance section to compare accounts side-by-side and analyze performance trends across your customer base.
  • Select metrics from the Show Account Performance by dropdown menu, such as revenue, visits, out-of-stock occurrences, or product compliance indicators, to focus your analysis.
  • View the current and previous date range labels to understand the time periods the dashboard compares.
  • Use the horizontal bar chart to identify top-performing accounts ranked by the selected metric.
  • Track performance trends via line charts to assess whether accounts are improving or declining.

Click Back to Overview button to navigate between detailed metric views and the main dashboard.

• Key Performance Indicators in Account Performance Dashboard
  Learn more about the key metrics shown in the Account Performance dashboard.