The Account Details Page for Data Studio

Prerequisites

To access this feature, you must have access to Data Studio as part of your Terminus subscription. 

What is the Account Details Page? 

From the Account Details page, Terminus users can access a holistic view of what is happening (or has happened) within an individual account. In this view, users can see engagement signals, marketing and sales activities, and pipeline and revenue details, to better plan, prioritize or demonstrate efforts with other stakeholders.

Feature Details

The Account Details page can be accessed by clicking on an account name from the data table within Data Studio: 

Overview Tab

The Overview tab is designed to give a snapshot of engagement and activity in the account you're viewing.

The sections in this tab will include:

• Interest on Website: Indicates Engagement Spikes on your website from the account over the selected timeframe.
  
  
• Most Recent Activities: Provides a snapshot of account activities over the selected timeframe. The full timeline of activities can be viewed on the Activities tab. These activities include:
  
  
  • Sales Activities: This is based on Sales Activities defined in your Terminus-connected CRM, and could include sales email responses, logged calls, etc. This is initially configured during your Terminus onboarding period, with the help of our technical team. For more information on configuring Sales Activity in Data Studio, visit this article. 
  • Marketing Activities: These will include any captured campaign responses from your Terminus-connected CRM campaigns. 
  • Weekly Intent Surges: Indicates any surges on intent topics that have occurred in that account over the selected timeframe, from topics that you are monitoring via the Terminus platform. This data will be presented based on a weekly summary of intent surges for the account.
  • Weekly Engagement Spike: Engagement Spikes on your website from the account. This data will be presented based on a weekly summary of spikes for the account.
  • Weekly Page Views: Anonymous page views on your website from visitors at the account, as tracked by Visitor ID. This data will be presented based on a weekly summary of visit totals for the account.
    • Opportunity Activity: Represents when an opportunity associated with that account has been created, closed, or has changed stage, based on activity from your Terminus-connected CRM.
      

• Most Active People: Shows the most active people on the account over the selected timeframe. This will be based on leads/account contacts with the most combined sales and marketing activities in the time period.
  
  
• Bombora Intent: Shows any surges on intent topics that have occurred in that account over the selected timeframe, from topics that you are monitoring via the Terminus platform.

Just below the primary activity views is a table view of account information and activity within the selected timeframe. This view will include:

• Opportunities: A list of any active or closed opportunities associated with the account. 
• People: A list of account contacts and associated leads with the account, from your Terminus-connected CRM. This tab will also indicate the person’s relationship to the account in your CRM;
• Account = Person who has been converted to a contact on the account.
• Orphan Lead = Person we believe to be associated with the account. 
• Orphan Leads: A list of all leads we believe to be associated with the account. For more information on our lead-to-account matching for Data Studio, check out this article.
• Campaign Responses: All CRM campaigns that anyone associated with the account has responded to
• Sales Activities: A list of all recorded sales activities to the account.
• Advertising: This tab will surface high-level advertising and website engagement metrics, if you were or are currently serving Terminus ads to the account. This view includes: Impressions, Clicks, Page Views, Visit Date, and Unique Visitors grouped on a weekly basis. 

The data in the table can be exported via CSV by selecting the :download” icon in the top right corner. 

Details Tab

On the Details tab, you’ll find a high level summary of the account, based on Terminus’s native engagement and firmographic data. This tab can be used to understand how closely the account lines with your ideal customer profile, get a sense for how engaged the account is with your brand, and whether they’re potentially in-market, or researching solutions or services that you, or your competitors, sell. 

This information will include:

• Latest Bombora Intent Topics & Last Intent Surge
• Last Engagement Spike & Engagement Spike Model
• Propensity to Purchase & Relationship Score: This data will only be available to customers that have Relationship intelligence as part of their Terminus subscription. 
• Employee Range, Industry, and Revenue Range: This information is powered by Terminus’s native firmographic data in Data Studio. 

People Tab

The People tab is a list-view of each individual lead or contact associated with the account in your Terminus-connected CRM. The table view includes the person’s name, job title, email address, Last Activity Date, and total activities. Clicking on an individual’s name will open their corresponding lead / contact record in your CRM.

Activities associated with known leads / contacts can also be viewed as a dropdown using the caret next to the individual’s name.

Activities Tab

Lastly, the Activities tab provides both a journey and data table view of Activities in the account. 

The Date cohort filter at the top of the page can be used to filter activities that happened in a certain reporting period.

The Graph view can also be used to layer on stage changes from related opportunities in the account, so you can see a clearer timeline of engagement in relation to pipeline and revenue at the account.

How Should the Account Details Page Be Used?

The Account Details page can be used to look at the current and historical engagement of an account to empower marketing and sales teams to be more agile with their outreach and to adjust their joint strategy for future successes. More specifically, users can leverage this page in the following ways:

• Review the Activities tab to ensure that as marketing and sales are reaching out to an account, and messaging and content is being tailored based on what account contacts/leads are engaging with.
• Use the Overview tab to better understand overall account engagement
  • Adjust campaign strategy/messaging to that account based on what types of content and activity they are most likely, or least likely, to engage with.
• Assess account coverage and contact-level activity.
  • Use the "People" and "Orphan Leads" tabs to get a more complete picture of the breadth of engagement within the account, and gain a better understanding of what messaging key influencers and stakeholders are engaging with.
• Export this data to share with other team members.