The Accounts module in the Aviso platform is a hub for tracking, analyzing, and managing account-related data. It allows users to customize their views with filters based on engagement grade, account owner, upcoming meetings, and recent interactions. These tools empower teams to prioritize tasks, identify at-risk accounts, and leverage opportunities effectively.

When accessing the Accounts page, you can explore key details such as account ownership, time spent across interaction types (e.g., inbound and outbound emails, meetings, and CRM updates), and engagement trends. Clicking on an account name provides a deeper dive into its profile, redirecting you to the Account Information Page. This page is structured to deliver a comprehensive understanding of the account through detailed sections such as account performance metrics, customer engagement, product usage, and sentiment analysis.

Account Dashboard

 The Dashboard provides a high-level overview of each account. It includes critical metrics and insights to help businesses assess the account’s status and make data-driven decisions. The summary at the top displays essential information such as the renewal date, account stage, annual recurring revenue (ARR), customer success manager (CSM) assigned to the account, churn risk, number of active users, and open support tickets. Each metric holds significant value:

• Renewal Date: Helps identify when the account's subscription is due for renewal, aiding in retention strategies.
•  Stage: Indicates the account’s lifecycle phase, such as prospecting, onboarding, or active, to guide engagement focus.
•  ARR: Highlights the account’s revenue contribution, which is critical for prioritizing high-value clients.
•  CSM: Names the designated account manager responsible for fostering customer success and satisfaction.
• Churn Risk: Provides an early warning for accounts that might discontinue services, enabling proactive measures.
• Active Users: Shows how many users from the account actively use the platform, indicating engagement levels.
•  Open Tickets: Tracks unresolved support issues, which can signal potential dissatisfaction.

Account Health Score

The Health Score evaluates the overall performance and stability of an account. It consolidates metrics such as engagement trends, product usage, and support interactions into a single score. This score is essential for identifying areas requiring immediate attention and tracking account progress over time.

The platform provides a comparison view to benchmark the account against others. For example, you can see average health points across accounts, increases or decreases compared to these averages, and the account's maximum and minimum performance levels.

The Product Usage section delves into account-specific usage patterns, including:

• Total users, daily active users, and monthly active users to measure adoption.
•  Average time spent on the platform to understand user engagement depth.
•  License utilization metrics to ensure efficient usage of allocated resources.

Graphical representations, such as trend lines and bar charts, offer a visual analysis of user activity and module-specific engagement. This helps identify underutilized features or modules with significant activity spikes.

Customer Engagement Metrics

 Customer engagement re6ects the strength of interactions between your team and the account. This section provides insights into the total number of engaged contacts, the proportion of executives engaged, and critical dates like the last touchpoint and the next scheduled meeting. These metrics are vital for maintaining consistent communication and ensuring the account remains connected to your team.

The Activity Count highlights the total number of interactions (e.g., emails and calls), broken down by type. This helps teams understand where most of their time and effort is being spent.

The Engagement Over Time chart provides a longitudinal view of communication trends, revealing patterns in email and call activity. Below this chart, a detailed table summarizes key elements such as contact mentions, objections raised, competitor mentions, and positive moments identified during calls. This data is invaluable for tailoring future interactions to the account’s specific needs and challenges.

In the Topic Mentions section, topics discussed during calls are categorized into positive moments, objections, and competitor references. This segmentation helps identify recurring themes, allowing teams to address objections effectively or highlight competitive advantages.

Support Interactions

For example, a high percentage of unresolved tickets or increasing ticket trends could indicate dissatisfaction or product usability challenges, while faster resolution times signal effective support.

Customer Sentiment

Customer sentiment captures the emotional tone and perception of the account toward your product or services. Metrics include:

•  Email Sentiment: Analyzes the tone of email communications, offering insights into customer satisfaction.
•  CI Buyer Interest Score: Measures the level of buyer engagement and interest in your product.
•  Net Promoter Score (NPS): Evaluates overall customer loyalty and satisfaction.

Sentiment metrics are further broken down to show insights into key contacts, executive-level interactions, and sentiment trends over the past 30 days. This helps pinpoint areas of concern and identify advocates within the account.

Account Details

 The Account Details section provides foundational information about the account, such as:

•  Website URL and Account ID for easy identification.
•  Description and account type for a contextual overview.
•  Annual revenue and prospect profile to gauge the account's value and alignment with your target customer base.
• The billing address and owner details for operational purposes.

For seamless integration, a View in CRM option allows you to access detailed information directly in your CRM system.

Meeting Details

 The Meeting Details panel organizes both upcoming and historical meetings for the account. Upcoming meetings include a pre-meeting brief that summarizes critical details such as recent engagement trends and past interactions. This ensures the team is well-prepared.

The meeting history tab provides access to the Account Room, where you can review insights, summaries, and key highlights from past meetings. These include data on contact segment interactions and engagement trends, helping to refine future strategies.