Get a comprehensive analysis of account performance across key business metrics,
including revenue, quantity, visits, and product compliance. Monitor trends in sales
performance, inventory management, and customer engagement. Gain insights into account-specific
metrics and identify areas that need attention based on performance indicators and
year-over-year comparisons.
Required Editions
| Available in: Lightning Experience |
| Available for an additional cost in: Enterprise, Unlimited, and
Developer Editions where where Account Performance is enabled
|
- Account Performance
Use the Account Performance dashboard to gain a comprehensive view of your accounts’ business performance and operational metrics across your entire customer base. Analyze revenue trends, product compliance issues, and customer engagement patterns to assess account health and identify improvement opportunities.
- Last Visit Account
Use the Last Account Visit dashboard to track customer engagement timing and compare key business metrics between consecutive account visits. Analyze revenue changes, product performance, and compliance trends to identify account health shifts and prioritize follow-up actions.
