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Home Analysis Examples Account Health Track account-based KPIs
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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 > Browse All > 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.

A graph of count - click - run query grouped by Name (Salesforce property) over the past 7 days grouped by day

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

The results of the previous query showing account usage by KPI

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

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Last updated February 17, 2022.

account level analysiskey performance indicatorsKPIs
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