Accounts Tile
The Accounts tile shows the total number of accounts created in the past 12 months.
Analyzing Accounts Graphs
The graphs provide insights into how accounts are split across the different account types—Customer, Channel Partner, Producer, and Self-Registered.
When correlated with projections, account creation trends offer valuable insights into:
| • | Market traction, campaign performance, and onboarding effectiveness. |
| • | Identification of high-performing regions or sales representatives. |
| • | Support for pipeline forecasting and revenue planning. |
A decline in account creation—particularly when measured against targeted expectations—may indicate market saturation or challenges in the onboarding journey.
This insight enables teams to reassess current strategies and make necessary adjustments to better align with evolving market needs.
Quick Filters for Accounts
| • | Created Date (dynamic options available, such as, today, yesterday, last 7 days, last 30 days, current month and previous month) |
| • | Account ID |
Visualizations for Accounts
Click the Accounts tile to access the following visualizations:
| • | Pie Chart “Account Types”—Shows a breakdown of account types. Accounts are grouped into: |
| • | Customers |
| • | Channel Partners |
| • | Self-registered |
| • | Publishers |
Tip:Click an area in the doughnut chart to focus on a particular account type. The filter you choose will also be applied to all other charts and the table on this page.
| • | Monthly Trend Bar Chart “Accounts Trends”—Shows the number of new accounts created each month during the last 12 months. |
Tip:Click a bar in the bar chart to show the data for a particular month. The other graphs and table on the page will automatically apply the same filter.
| • | Cumulative Line Graph “Cumulative of Accounts”—Helps track net growth and retention of active accounts over time.  |
| • | Table “Accounts Created”—Offers detailed insights for operational and strategic follow-up. |
