5 What Are My Team's Most Active Accounts?

This tutorial shows you how to determine your team's most active accounts.

In this tutorial you need to find your team's most active accounts. The My Team Customers Real Time report provides you with a list of customers assigned to you, your subordinates, or your descendent territories, and relevant metrics for each customer, such as number of opportunities and open revenue. You use the My Team Customers Real Time report to identify potential revenue and opportunities within your team's active accounts.

This tutorial is aimed at sales managers and sales vice presidents.

How to view the My Team Customers Real Time report

To view the My Team Customers Real Time report:

  1. From the Navigator menu, select Reports and Analytics.

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    The Reports and Analytics page is displayed.

  2. From the Contents pane, expand the following folders (by clicking the arrow next to each folder):

    Shared Folders
      Sales
        Analytic Library
          Embedded Content
            Customer Analytics
    
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  3. Click My Team Customers Real Time, and then select View.

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    The My Team Customers Real Time report is displayed.

How do I read the My Team Customers Real Time report?

This report contains the following metrics:

  • Name — The name of the customer.

  • Number of Open Opportunities — The number of potential or open opportunities for that customer.

  • Open Revenue — The revenue amount that is available to close based on the number of open opportunities for that customer.

  • Number of Opportunities Created — The number of potential or open opportunities created for that customer. This count differs from the Number of Open Opportunities as it is forward-looking and based on the current opportunity date plus three months.

  • Revenue Closed — Opportunity revenue that you have already closed for that customer.

    The following image shows an example of the My Team Customers Real Time report.

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