Account Insights

With Account Insights, you can create customized dashboards to display information at the individual account level. Creating individual reports is made easy by subscribing your accounts to the report via a segment, versus having to manually create a separate report for each of your accounts.

Account Insights Dashboard

The Account Insights reports can also be set up as a recurrence, so the report arrives in your customer’s inbox on a schedule cadence.


You can seamlessly share these customized dashboards with your customers with our External Sharing feature, so they can view the report on their own time and be involved in their own success.

Learn more about Account Insights

Learn more

about Account Insights