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Account Mapping Matrix
Account Mapping Matrix

Learn how to use the Account Mapping Matrix in Crossbeam

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

The Account Mapping Matrix is a visual summary of Total Overlaps and Potential Revenue.

In this article:

Video walkthrough:

Account Mapping Matrix Basics

To locate the Account Mapping Matrix, click the Partners page and click on a partner icon or name to open the Partner Details page.

gif in crossbeam showing location of account mapping matrix partner detail page

In the matrix, your Populations (CrowdBlossom) will be on the left column, with your three Standard Populations listed first and your Custom Populations next.

Crossbeam Account Mapping Matrix screenshot highlighting your company column

Your partner's Populations (Bozala) will be on the top row, with their three Standard Populations listed first and their Custom Populations next. Use the arrows to scroll through additional Custom Populations.

Crossbeam Account Mapping Matrix highlighting partner population row

The blue boxes indicate the amount of shared data overlaps between your populations and your partner's populations.

Click on the number of overlaps box to be taken to a report comparing these Populations.

screen shot highlighting the overlap boxes in matrix

The yellow Overlap Counts boxes indicate data has not been shared for those populations, and you are limited to only seeing the numbers, not account names.

screenshot in Crossbeam showing yellow boxes with data not being shared

How to Use the Account Mapping Matrix

By clicking on a blue box, you can begin to explore where the data between you and your partner intersect via a pre-generated Crossbeam report.

In the below example, we can see 14 of Crowdblossom's Open Opportunities overlap with Bozala's Customers. After clicking on the intersecting box, we open a report with detailed information on the overlapping data.

gif in crossbeam showing how to click in a box in the matrix to get a report

This is a starting point for you. You can then edit with filters, add more columns, save, or export the report.

Potential Revenue

✍️ Note

Potential Revenue is only available on Connector plan and Supernode plan. The Explorer Plan is View Only. To upgrade your account, visit the Plan & Billing page.

Toggle to Potential Revenue for a breakdown. For a deep dive in Potential Revenue, check out the Potential Revenue help article.

screenshot of account mapping matrix highlighting dropdown option to see potential revenue

πŸŽ“ Sign into Crossbeam Academy to further explore the Account Mapping Matrix!

πŸ“„ Related Articles

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