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 reports 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 matrix, your Populations (CrowdBlossom) will be on the left column, with your three Standard Populations listed first and your Custom Populations next.
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.
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.
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.
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.
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.
🎓 Sign into Crossbeam Academy to further explore the Account Mapping Matrix!
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