# Overview: Account Performance Overviews

Using Account Performance Overviews, you can view the top Metrics and Goals of every account in one place. This helps eliminate the work required for internal review of performance and goal achievement across your organization.

## Access Account Performance Overviews

![](/assets/overview-account-performance-overviews_1.a9b409f0d23d2d29ab0c25fe71f13b0d5307a7a7d58aca577fdd70d1fb62b1d6.969cd774.gif)

Navigate to **Accounts > Metric Performance Overview** or **Accounts > Goal Overview** to access Account Performance Overviews. On these pages, you can use Tags and Account Managers to better organize your Accounts and create the optimal views for you.

## Populate a column in the Account Metric Performance Overview table

![](/assets/overview-account-performance-overviews_2.f057d660ed9610145f5f3f60451c0ecd728f0090e970e1a6dff40d0138029250.969cd774.gif)

1. Click on the **Column Header** to open the **Setup Account Metric** window.
2. Select a Data Source from the **Data Source** drop-down list. As a best practice, this Data Source should be connected in the majority of your Accounts
3. Select a Metric from the **Metric** drop-down list. This should be a Metric that is significant in the majority of your Accounts
4. Select a Primary Date Range from the **Primary Date Range** drop-down list. This should be the most significant Date Range for viewing your account data, but it can be switched in real time as well.
5. Click the green **Save** button. The individual cells in the column will populate with data as long as the Data Source is connected in the corresponding Account. If you have multiple connections of the same Data Source in an Account, you'll be prompted to select the specific connection that you want to populate the cell.
6. To switch between Date Ranges, click on the selected Date Range in the **Column Header** and select the new Date Range.


## Populate a cell in the Account Metric Performance Overview table

![](/assets/overview-account-performance-overviews_3.8d83428d8e3b2b1baed89ac3bbe0ee09fbacf25d4f34e764aeb2cd54d02bac23.969cd774.gif)

1. Click the **three dots** (![ellipsis](/assets/ellipsis.14d1f073796737618cda317e9f526ea5d9aab1a0c66a7e5c5bcaa9c067c85fd0.419bb737.svg)) in the top right of the cell to open the **Setup Account Metric** window.
2. Select a Data Source from the **Data Source** drop-down list. Only Data Sources that are connected in the corresponding Account will be available in this list.
3. Select a Metric from the **Metric** drop-down list. You have the ability to choose Basic, Custom and Calculated Metrics that exist in the Account.
4. Select a Primary Date Range from the **Primary Date Range** drop-down list. This should be the most significant Date Range for viewing that account's data, but it can be switched in real time as well.
5. Click the green **Save** button. The individual cell will populate with the appropriate data. If you have multiple connections of the same Data Source in an Account, you'll be prompted to select the specific connection that you want to populate the cell.


## Use the Account Goal Overview

![](/assets/overview-account-performance-overviews_4.34c582549fb386163ebb8e86b00760a3262fd5be71fe040af8002129ddcbb1be.969cd774.png)The Account Goal Overview shows your progress towards reaching the Goals tracked in your Accounts. Goals must be setup directly within the Accounts to show up on the Goal Overview page. Learn more about Goals [here](/create-a-goal).