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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 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.

Gif of how to open the Account Mapping Matrix in Crossbeam

Your company is represented on the left side column along with your populations.

Crossbeam Account Mapping Matrix screenshot highlighting your company column

Across the top of the matrix is the name of the partner along with their 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. The yellow Overlap Counts boxes indicate data has not been shared for those populations.

Screenshot of intersecting data in the middle of the Account Mapping Matrix in Crossbeam

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.

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

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