Visualizing Lists

  • Updated

Once you have created a static or dynamic Account Based List, you can visualize the list to view its characteristics and to find recommendations of similar companies.

Step Description Details
 1 Log in to InsideView Apex Log in to InsideView Admin Portal with user credentials.
 2 Go to the List page To visualize, click Apex and select the Account Based Lists link.

 3 Go to the list Select the list that you want to view by clicking the Name link. For example, click the US Companies 150 link.

 4 Visualize the list You can filter your lists by changing any of the following filters in the left pane or any visualization on the right:
  • Location – allows you to select and deselect available locations in your list either from the left pane or map.

    visualize_list2.png

    visualize_list3.png

  • Employee Count – allows you to filter results by the number of employees at companies.

    visualize_list4.png

    You can also click in the donut chart to filter the list.

    visualize_list5.png

  • Revenue – allows you to filter results by the companies’ annual revenue.

    visualize_list6.png

    You can use the donut chart to filter results by clicking the desired revenue range.

    visualize_list7.png

  • Industry – allows you to filter results based on industry and sub-industry types.

    visualize_list8.png

    You can also click the Industry or Sub-industry options in the bar charts.

    visualize_list9.png
 5 Visualize the company tab Select the Company tab to view companies in the list.

    

Select the check box beside company names to view their details as illustrated below:

    

Click the Chevron  icon to expand or collapse a company’s firmographic details.

Click Save to add companies to a new list or an existing list.

For more information, read article Adding Companies to a List in our Knowledge Base.
 6 Export or delete companies Click Export to export companies to an .xlsx file.

or    

Click Delete to remove selected companies from the list.