Account-Level Views and Drill-Down
Company Insights is the entry point for account-level reporting. From any row you can drill into the customer journey timeline to see the full chronology of LinkedIn engagement and CRM events for that account.
Most attribution stories play out at the account level. Company Insights is the account roster ranked by LinkedIn engagement with CRM deal data alongside it. Each row drills into a per-account customer journey page that shows every LinkedIn touchpoint and every CRM event for that company in chronological order.
The Company Insights Table
- Each row is one company matched to a CRM account.
- Sort by LinkedIn engagement, influenced pipeline, influenced revenue, or last engagement date.
- Filter by industry, country, deal stage, or owner.
- Resize and reorder columns; widths are saved per user.
Drilling Into the Customer Journey
Click any matched account row to open the customer journey page. The page shows summary cards for influenced pipeline and revenue, a chronological event feed with LinkedIn engagement and CRM events interleaved, and a view-mode switch between Summarized, Detailed, and Table modes. Use the CRM filter to scope events to All, Matched only, or Unmatched.
Account Coverage Caveats
Only matched accounts appear in Company Insights. Companies that engaged with your LinkedIn ads but have no matching CRM record are surfaced separately in the dashboard. These represent prospecting opportunities rather than attributed pipeline, and the count grows as you connect more ad accounts or expand your CRM data.
Related Reading
See "KPI Definitions: What Every Number Means" for a definition of influenced pipeline and influenced revenue, and "Filters and Saved Views" for narrowing the Company Insights roster.