Track account-based KPIs

Tracking account-based key performance indicators (also known as KPIs) is crucial to quickly spotting trends and opportunities to nurture accounts in a way that will support those KPIs.

To track a KPI at the account level, set up a Graph by navigating to Analyze > Graph, select the KPI you are interested in, then group by the account name. Here at Heap, we love to know how our customers are using our analysis features, so we’ll use Click – Run Query as our KPI.

In the results, you’ll see which of our customers completed this KPI the most to identify our top customers.

For more information on how to use Heap to measure and grow your accounts, see Account Health Analysis.