View Account Mapping Reports
Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

Use Reports to understand pipeline and accurately forecast revenue goals.

All Reports

From the left-side Navigation Menu, click on the Mapping icon. This will open the side panel for Account Mapping, select Saved Reports from the panel options, and your workspace will display the Saved Reports area.

From this page, you can:

  • Open Report Folders

  • Click directly on individual Reports in the table

  • Search by name for Reports

Use Reports to understand pipeline and accurately forecast revenue goals.


✍️Note

Saved Reports are only available on the Connector Plan and Supernode Plan. To upgrade your account visit the Plan & Billing page.


Top Overlaps

Crossbeam also provides additional insights into your Ecosystem by highlighting the top Overlaps and Overlap Activity in Crossbeam.

Crossbeam charts the Top Overlaps in two locations, the Homepage and on the Account Mapping page.

From the Homepage, you will see the largest Overlapping Populations that exist in your data. For each line in the result, the name of your Population appears to the left of the name of the Partner and their Population. The number of Overlaps between the Populations is shown on the right end of the bar.

Click on the line to open a Report and explore the records in the Report.

From the Account Mapping page, you will see a stack ranking of the largest Overlapping Populations that exist in your data. For each line in the result, the name of your Population appears to the left of the name of the Partner and their Population. Click View Report on the right side of the line to explore the data further.


Overlap Activity

On the Homepage, Crossbeam tracks the Overlapping activity to keep you informed of population movements. Within the table, you will see each record overlapping with a Population. Under the Details column you can click on the highlighted sections to open the Record or the individual Record. The table also informs you as to when the record was added. Located at the end of the row is the Thread icon. Click on it to open the Individual Record and start a Thread conversation regarding the overlap activity.


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