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Insights

Accounts

Every company that engaged your agent, with intent, open deals and owner, sorted so the best leads come first.

Insights → Accounts turns anonymous site traffic into a ranked list of companies, so your sales team spends its time on the accounts most likely to buy. Each row shows how strong the account's intent is, whether it has an open deal, and who owns it.

This article covers what the tab shows, how intent is scored, and how to work the list.

An account appears when ShowPilot has matched at least one visitor to a company and that company was active in your date range.

What do the KPI cards count?

CardWhat it counts
Engaged accountsAccounts active in the range.
ICP accounts engagedEngaged accounts with the Target tier.
With open oppsEngaged accounts with at least one open deal in your CRM.
Influenced pipelineTotal open deal value across engaged accounts.

Select a card to chart its daily trend.

How do you work the Engaged accounts table?

The table is sorted by intent, highest first, and shows up to 100 accounts. Work it from the top down.

ColumnWhat it shows
AccountThe company name and domain, its tier (Target, Customer, Churned or Unknown), and an ICP badge for Target accounts.
IntentThe highest intent score among the account's visitors, from 0 to 100, with a trend label.
Open oppOpen deal value, when the account has an open deal.
InfluencedOpen deal value at the account.
OwnerThe account owner from your CRM, or Unassigned.

The trend label next to intent reads:

  • Warming when the account's intent score is 60 or higher.
  • Cooling when the account was last active in the first half of your date range.
  • Flat otherwise.

How is intent scored?

Your agent records buying signals as it talks with a visitor. Each signal carries a weight, and a visitor's intent score is the sum of their 10 most recent signals, capped at 100. An account's score is its highest-scoring visitor.

A score of 30 or more makes a conversation qualified. A score of 60 or more is hot.

Frequently asked questions

Why isn't a company that visited listed?

An account only appears once ShowPilot has matched at least one visitor to a company, and that company was active in your date range.

Why does an account show Unassigned?

The Owner column comes from your CRM. Unassigned means no owner came through for that account.

How many accounts does the table show?

Up to 100, sorted by intent.

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