The Account Mapping Matrix is a visual summary of overlapping accounts and potential revenue.
Keep reading or watch this video to learn more:
What is the Account Mapping Matrix
To locate the Account Mapping Matrix, open the Partners page and click on a partner icon or name to open the Partner Details page.
Your company is represented on the left side column along with your populations.
Across the top of the matrix is the name of the partner along with their populations.
The blue boxes indicate the amount of shared data Overlaps between your populations and your partner's populations. The yellow Overlap Counts boxes indicate data has not been shared for those populations.
How to Use the Account Mapping Matrix
By clicking on a blue box you can being to explore where the data between the you and your partner intersect.
In the below example, we can see Crowdblossom's Open Opportunities overlaps with 7 of Bozala's Prospects. After clicking on the intersecting box, we open a report with detailed information on the overlapping data.
You can save or edit the report, export it, or configure Columns.
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