All Accounts & Common Filters

The Account View in Koala provides a snapshot of all account activity on your website and product, helping you identify and prioritize high-potential accounts based on their engagement.

Key Components of the Account View

• Company: Shows the companies that have visited your website or product.
• Fit Score: Indicates how well the company matches your ICP. The grades are: A for high priority, strong fit; B for moderate priority; and C/D for lower priority.
• Intent Score: This real-time score (0-100) reflects the level of interest based on visitor activity categorized as Very High (80-100), High (50-80), Medium (20-50), and Low (0-20).
• Trend: Shows how the intent has changed over the past month, categorized as Surging (rapid increase), Heating (rising), Neutral (stable), Cooling (declining), and New (new account activity).
• Visitors (7d): Number of visitors from each account over the past 7 days.
• Last Visit: The time of the most recent visit.
• Signals: Specific actions taken by visitors, such as page visits, form fills, and product interactions.

Tips for Maximizing the Account View

• Check-in daily: Check the Account View daily as part of your workflow. Use the time filters to focus on recent activity to prioritize your most engaged accounts.

• Prioritize by fit and intent: Zero in on accounts with high fit and intent scores. Dive into the account-level view to see all activities from prospects.

• Use filter combinations: As you familiarize yourself, you will start to uncover patterns. Use filters to focus on specific activities, such as accounts with a particular tech stack spending time in documentation.

• Be on the lookout! The account view is a fantastic way to spot hidden opportunities that you may not have even been focusing on.

Learn How Matt Nadler, BDR at Retool, Utilizes His Account View:

Check Matt's full playbook and insights from top sellers on Path to Pipeline here!

Customize Your View with Filters

• Company Attributes: Filter by firmographic data such as ICP fit score, employee range, tech stack, industry, and location.
• Engagement Filters: Use filters like intent score, trend, specific signals, page visits, and active session time to identify the most engaged accounts. See our lesson on signal best-practices!

• Active Visitors: Filter by the number of active visitors over different time periods (daily, weekly, monthly, all time) to spot accounts with interest across multiple stakeholders.
• CRM Integrations: Leverage integrations with Salesforce and HubSpot to focus on accounts assigned to you or use custom fields from your CRM for better targeting.

• Clearbit Integration: Use Clearbit data to filter by employee range, market cap, traffic rank, and other firmographic details to enrich your account view.

Custom Traits

• Setting Up Custom Traits: Set up traits such as usage/spending thresholds to refine your targeting and identify high-potential accounts

Customizing Your View

• Adding Custom Columns: Click on the book icon in the top right corner. Adjust the view to suit your workflow by adding additional columns. For example, many customers find it useful to add "Stage Name", "Company HQ" and "Employee Count" columns.

• Saving and Sharing Lists: After adjusting your view, hit "Save", add a new name for your list and choose whether to keep it private or share with your team.

The Account View in Koala is an incredibly powerful tool to help focus your sales efforts on the right set of accounts and even discover hidden opportunities. Next, we’ll explore the Visitor View, where you’ll find insights at the prospect level and share helpful tips on how to best leverage this data.