Compare account interest and deal interest
Compare account interest and deal interest
Under Reports → Targeted Accounts, find Product Interest Fit in two places. Use Accounts Performance to compare companies. Use Deals to compare individual opportunities. Match the same time window before comparing the two views.
| Question | Start with |
|---|---|
| Which companies are showing interest? | Accounts Performance. Compare PIF Band, PIF Score and PIF Trend alongside ad activity. |
| Which opportunity needs follow-up? | Deals. Compare stage, closing probability, contract value and engagement. |
| Who should act next? | Use Owner and the supporting meetings or top signal. Open the underlying account or deal to check its current details. |
An account can have more than one opportunity. Compare the company and opportunity names before attributing one deal's activity or forecast to another. A high interest score is a reason to investigate and check with the owner.