Getting Started with Account Insights

You have a lot of powerful information in ChurnZero that tells you about the success of your customer. You can easily see usage trends, changes in engagement, support tickets, and all other customer data. ChurnZero equips you with the knowledge to keep your customer on track, but how can your customer know what they need to improve on if they don't have access to this same data? Enter Account Insights

Account Insights allow you to create one dashboard template that you can apply to a Segment of Accounts, instantly creating a dynamic report. You can then give your customer access to this real-time data by sharing the report so they can easily see their adoption and usage of your product. 

If you are familiar with our Custom Dashboards, creating an Account Insight Report will feel very similar! The Widgets in Account Insights operate very similarly to Widgets in Custom Dashboards. The main difference is that when creating an Account Insight Report, the information displayed is restricted to only one Account, rather than an aggregate of all Account data across your customer base. 

An example of the many reports you can create with Account Insights: