Account Metrics Dashboard

The Account Metrics dashboard helps you understand account engagement in Centralize: which accounts have (or don't have) recent activity, where touchpoints are coming from, which personas are being engaged, and whether accounts are activated.

Contents

• Reports

• Tips

• Need help?

Reports

Each report below can be drilled into for account-level detail, and all support CSV export for further analysis.

Accounts With Recent Touchpoints

Use this report to see how many accounts have recent touchpoints within your configured personas, and when those touchpoints occurred. This helps identify where reps are actively engaging across their accounts.

Recency is color-coded: green (within 30 days), yellow (31–60 days), and red (60+ days). Click into a date to drill down into individual touchpoint details, including recipient, persona, send date, integration source, and thread participants.

📹 Walkthrough: Reporting: Accounts with Recent Touchpoints

Accounts Without Recent Touchpoints

Use this report to identify accounts that require new engagement across your configured personas. This is useful for prioritizing outreach and follow-up.

Drill down to see which contacts were last engaged, their role, the date of the last touchpoint, and the channel used.

📹 Walkthrough: Reporting: Accounts without Recent Touchpoints

Touchpoints by Source

Use this report to understand how reps are engaging with accounts across different touchpoint methods. Touchpoint sources are based on your connected integrations (for example email, calendar, call recorder, Slack, etc.).

Hover over the chart to see the breakdown by source, then drill down for date, account, owner, source, and touchpoint count.

📹 Walkthrough: Reporting: Touchpoints by Source

Touchpoints by Persona

Use this report to quantify touchpoints by persona. This can help you see which personas have the highest engagement and where there are opportunities to multi-thread across accounts.

Persona is determined by matching a contact's function and seniority against your configured persona definitions. You can filter the drill-down by account or persona name.

📹 Walkthrough: Reporting: Touchpoints by Persona

Account Activation Status

Use this report to understand which accounts your reps are actively leveraging Centralize for.

The report compares total CRM accounts against activated and non-activated accounts, so you can see where adoption is lagging.

📹 Walkthrough: Reporting: Account Activation Status

Need help?

If you're having trouble reading or exporting a dashboard report, contact support@usecentralize.com for assistance.