The Account Mapping Matrix is a visual summary of Total Overlaps and Potential Revenue.
In this article:
Crossbeam Explorer Plan Update
Starting March 4, 2025, the Free Explorer plan will have new limitations:
The Account Mapping Matrix and Lists will display a maximum of 50 records.
‼️ Important: If you were an Explorer customer before March 4, 2025, you will keep your current functionality until July 1, 2025.
Need full access? If your partner is a Supernode or Enterprise customer, you’ll automatically receive an Account Mapping Pass, which allows you to export up to 100 records. Click here to learn more.
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.
In the Account Mapping Matrix, your Populations (CrowdBlossom) will be on the left column, displaying Standard Populations and Custom Populations.
Your partner's Populations (Bozala) will be on the top row, with their Standard Populations and Custom Populations.
Click the expansion arrows to see more detailed breakdowns of Population types.
The blue boxes display the number of shared data overlaps between your Populations and your partner’s Populations.
Click the overlap count to open a report that compares the two Populations.
The white boxes indicate data has not been shared, and you are limited to only seeing the number of overlaps for that Population.
Click on the white box and select the Request Data button to reach out to a partner for more sharing.
How to Use the Account Mapping Matrix
Click a blue box to explore where your data intersects with your partner’s data in a pre-generated Crossbeam Lists.
Selecting the overlap box opens a List of overlapping accounts with detailed information about the shared accounts between the two Populations.
From the List view, further refine results by configuring columns, applying filters, and sorting the data.
You can also save the List to share or export it, and set up notifications to be alerted when new accounts meet the defined criteria.
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.
Explore the Potential Revenue of the overlaps in the matrix by selecting Potential Revenue from the drowdown option.
For a deep dive in Potential Revenue, check out the Potential Revenue help article.
🎓 Sign into Crossbeam Academy to further explore the Account Mapping Matrix!