---
schema_version: "1"
id: 42068e8a7d6d1daccb2e109dbf06045fc75fbaaf472fa596d0725813c068b73e
title: Account Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_cib_accounts.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_cib_accounts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4657629a0056645915c3d2fa76697081f8be9f91a82f98e8b333994cc1aa5a75
description: The Account Insights dashboard answers questions such as how many deals are being managed in a given account space? What are your customer interactions and profitability? And what meetings are scheduled with deal parties?
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Account Insights

The Account Insights dashboard answers questions such as how many deals are being managed in a given account space? What are your customer interactions and profitability? And what meetings are scheduled with deal parties?

## Use the Accounts Insights Dashboard

Use the Accounts Insights dashboard drill down into account details.

![Select the areas of Total Received Fee, Total #Interaction, Open Deals for details in these areas.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_template_CIB_Accounts.png)

Click the fields on the left to populate the charts on the right. Click (1) **Total Received Fee** to understand what is the overall revenue generated from this account. Click (2) **Total # Interactions** to understand overall client engagement. Click (3) **Open Deals** to see how is overall client engagement.

## KPI Calculations -Total Received Fee

- Received Fee: Sum of Received Fee for the Account.
- Received Fee Donut: Received Fee/ TotalExpectedFee for the Account.
- Total Expense: Sum of Total Expense for the Account.
- TotalExpense Donut: Sum of TotalExpense where Status is Open / sum of TotalExpense where Status is Closed.
- TransactionValue: Sum of TransactionValue where Status is Open.
- TransactionValue: Sum of TransactionValue where Status is Open / sum of TransactionValue where Status is Closed.
- Timelime Chart: ReceivedFee, Transaction Value, and TotalExpenses over time.

## KPI Calculations - Total # Interactions

- Total # Interactions: Count of rows from Interaction Object.
- Total # Interaction Attendees: Unique count of Ids from InteractionAttendee object.
- Total # Participants: Count of rows from InteractionParticipant object.
- Interactions over time: Count of interactions for each Financial Deal by Interaction Start Date.

## KPI Calculations - Open Deals

- Open Deals: Sum of TransactionValue where status= Open.
- Open Pipeline: Sum of TransactionValue where status= Open in YTD (SnapshotDate).
- Open Pipeline Last Year: Percent change of TransactionValue where status = 'Open' this year compared with Last year.
- On Hold: Sum of TransactionValue where status= 'On Hold' in YTD (SnapshotDate).
- On Hold Last Year: Percent change of TransactionValue where status = 'On Hold' this year compared with Last year.
- Open Deals by Stage: Sum of Transaction Value for Open Deals by Stage.