Account Details - Overview

In this article:

Overview

The Overview page shows basic information about this account including account activity, contacts, and custom dimensions. You can customize the Overview page to surface key account attributes on the top and reorganize different subsections below.

Account Status

You can use the Status field to capture latest updates about your account's status.

You can also add the Status field to custom views for your accounts, and edit the Status details directly from the custom view.

Custom Dimensions

This section shows a list of custom dimensions available for this account and their current value. You can now update an existing custom account dimension or add new custom account dimensions directly from here.

Activity Comparison

This chart shows the average time this account spends in using the product each day over the last 30 days (x value) and how it compares to other accounts in percentiles (y value). For example, an x value of 4.9 hours and a y value of 80% indicates that this account spends on an average of 4.9 hours in using the product each day over the last 30 days, and this places this account among the top 20% of all the accounts. 

 

Customize the Page Layout

If you have the "Configure product settings" permission turned on in your role, you can customize the account details page layout. Click “Edit Layout” under the gear icon located on the top right. 

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The Overview tab allows you to define custom sections and pick any account dimensions to be reported under each section. You can also choose to add one of our preconfigured sections.

You can also edit most account dimensions directly on the page. Note that calculated dimensions that are created via Natero triggers are not editable and a manual update will be overwritten if the same field is also updated from your 3rd party syncing or API.

The Header tab allows you to pick the account dimensions to be highlighted on the top of the Account Details page.

The Tabs tab allows you to show/hide certain account tabs on the left.

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