View Ecosystem Dashboard
The Ecosystem Dashboard is a great way to see at a glance how your ecosystem strategy is progressing. It provides an executive-level view of all your connected partners, users, and offline partner sheets uploaded. You can also see your top five partners in terms of matched account overlap. This gives you better insight into which of your partners are sharing the most data with you as well as who you have the most overlap with.
View your Ecosystem Dashboard
- Click Dashboard in the left-side navigation menu.
- This brings you to the Ecosystem Dashboard. The top of the page shows four summary metric cards.
- Below the summary metrics, two bar charts show your matched account overlap by account type and market segment. Click any bar to open a pop-up with more detail and a View button to go to the full report for that category.
- Below the charts, three partner ranking tables show your top five partners by Potential New Logos, Active Prospects, and Active Mutual Customers.
- You may drill down into any of these dashboard components to see the detailed account records behind each summary metric.
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