Account Growth Analytics

Because Account Growth reports can be created by pulling in data from lots of areas in Membrain, this gives you the opportunity to create stunning visual graphs. 

Account growth Analytics provides visibility to your sales project data in real-time, enabling proactive strategy adjustments. The analytics include a set of pre-defined and pre-formatted reports using your existing Account Growth Project data. 

Customized View

Two settings are available that you can change to see exactly what you want:

By Users:

This allows you to select which people you want to see in the view. You can select all, one or more teams or one or more individuals. You can mix and match to easily create specific views of the data that you need. This list will automatically show all the people who have a sales project in the Account Growth Projects.

By Sales Process

The process selector allows you to select one or more processes. When selecting multiple processes the graphs will sum the results to show the total (or in some cases, average) of those processes.

Where can I find Account Growth Analytics?

You can find Account Growth Analytics from the Main Membrain Menu, under Sales Analytics. Click on the Sales Analysis icon and select Account Growth Analytics.

Who has access?

Account Growth Analytics holds valuable insights, that perhaps others on the team would benefit from seeing.  You may want to share these analytics with a particular team, or with the whole organization. 

An Administrator can change who has access to view Account Growth Analytics by giving permission for all users or specific teams access.

  1. Go to System Setup
  2. Under Users, click Manage
  3. Click on Permission Groups and select a group
  4. Under the analytics tab toggle on the Account Growth Analytics toggle
Did you know… Account Growth Graphs can be recreated in the Dashboard, giving you one central place for all your Sales analysis. Learn more about the Dashboard.