When you’re building a MarketView, it can be composed of Account Plans or other MarketViews.
Dealmaker Account Management’s MarketView component allows you to see at a glance which are Account Plans and which are MarketViews, to allow you to build you MarketView more quickly. Account Plan have a ‘head office’ icon, whereas MarketViews have a square block. Easy!
MarketView Icons at a Glance
Once you’ve created a MarketView, you can select it to see what kind of information it gives you. MarketViews show you your open and closed opportunity values across Account Plans, but also tell you what opportunity values are associated with an Account, but not yet in an Account Plan.
Click on a headline value to get the detail on those opportunities. Export that view to Microsoft® Excel and you can further interrogate your data across your various solutions, using the Excel pivot table functionality.
Use Pivot Tables to Further Analyze Your MarketViews
There really is no end to the range of MarketViews you can create, as log as they’re composed of Account Plans in your purview. As an account manager with a portfolio of accounts under your wing, you can create a MarketView which aggregates your multi-Unit Account Plans with your multi-Account Portfolio Plans. As a team manager, you can bring together the MarketViews of the people in your team, to get one window on your team’s addressable market. As a VP, or General Manager, you can do this for your Manager’s MarketViews.
As the manager of a global account, you can create a MarketView which brings the regions or territory Account Plans of the Account into one view across the whole Account. You can also create custom MarketViews across Account Plans within the same territory or vertical industry, and even a MarketView of MarketViews, such as, for example, a comparison across two verticals.
MarketView can give you pretty much any window on any combination of Account Plans. Don’t forget that thanks to MarketView you can do forecast analysis across accounts as well.
Types of MarketView
The people you report to reply on MarketView to give them on window on the addressable market that includes your Account Plan, or the portfolio of Account Plans in your control.
Once you’ve created your MarketView, there’s no need to worry about giving all the various people access to your MarketView. Dealmaker automatically makes your MarketView visible to the people above you in the organizational hierarchy, and allows you to share your MarketView with peers or juniors who own accounts in your MarketView.
Sharing Your MarketViews