Documentation Index

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Accounts 6sense Sales Intelligence Dashboard

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The Accounts Dashboard displays a prioritized list of top accounts or all accounts.

CRM Integration Required

You must integrate a CRM to see and use the 6sense Sales Intelligence Dashboards.

Accounts Dashboard

The Top Accounts (the default) tab displays a list of accounts to target. You can switch to All Accounts to broaden your perspective.

The Accounts Dashboard search field lets you filter by a searched account name quickly.

You can modify the Accounts Dashboard main data table display by rearranging, turning on, or turning off columns.

Columns

Filters

  • Accounts*

  • 6QA Temp* (sortable)

  • Sales Activities* (sortable)

  • Engagement Activities* (sortable)

  • Actions*

  • Action Options*

  • Latest Opportunity Status

  • Account Location

  • Graph

  • Last 6QA

  • Account Reach

  • Intent Score

  • Buying Stage

  • Profile Fit

  • Account Owner

  • Temperature

  • Buying Stage

  • 6QA status

  • Account profile fit

  • Account level sales activity

  • Latest opportunity status

  • Account reach

Additional actions available for each row of the Accounts Dashboard main data display are:

  • Follow account

  • Add to list

  • More Actions menu (the three vertical dots)

    • Find on LinkedIn

    • Find on Sales Navigator

    • Report (report a bug or data problem)

  • Hover over the activities column to view all activities performed. Click on one of the numbers to see more details on those activities.

View in Discovery

Bulk select accounts from the list and select View all people in Discovery to open a list of all people at these accounts in Discovery.

Create list from accounts dashboard

Bulk select accounts from the list and select Add to list.

Enter the name of the list you want to add these accounts to and select Add to list.

Once the list has been updated, select View list to open the list in Discovery.

Learn more about List Management.