Watch the accounts that matter over time

The Board tells you what moved today. It doesn't tell you how an account has trended for a month, and that's the question you ask before you put a partner on a plane or spend a week on a point of view.

Most sellers answer it from memory. Memory is a poor record of fifteen accounts moving at different speeds.

A portfolio view of your accounts

The Watchlist is every account you've approved, picked to watch or brought in yourself, read like a portfolio. Each row shows signal strength today on the 0 to 100 scale, the change over the last seven days, a 30-day line, the count of new signals this week and the latest thing that happened.

Accounts Stage 1 suggested at setup stay off it until you pick them. The list is yours.

How the line is drawn

Each point on the 30-day line is the account's strength on that day. Stage 1 scores it with only the signals it knew about by then, faded to that day. So the line shows how the account actually moved, not today's score copied backward.

That changes what you see. A new CIO three weeks ago and a migration announcement last week build a line that climbs in steps. An account coasting on one old RFP drifts down as the signal ages. For why older news counts for less, see why last quarter's news is worth less.

What's on the page

Four tiles sit across the top. Watching, Moving up, Cooling, and New signals in the last seven days. Below them, Top movers this week shows up to four accounts with the biggest gains, each with its line and the kind of signal behind the move.

The table sorts by strength, weekly change, new signals, name or latest signal. Filter chips cut it to accounts moving up, cooling or with new signals. Search covers account names, industries and the text of each signal. A ticker runs across the top with each account's strength and the newest signals from the last two weeks.

Click a row and, if the account is still waiting for review, it opens on the Board. If it's already approved, its threads are on the Desk.

Where to find it

Watchlist is the tab right after the Board. New signals land on the four daily research runs, so the numbers move through the day.

Until you've picked accounts of your own, the page shows made-up example accounts, each tagged Example, so you can see how it reads. Approve an account on the Board, pick accounts to watch, or import a list, and your own accounts take their place.

Why it matters in a services sale

A $300K engagement rarely turns on one event. It turns on a run of them. A new leader, then a hiring plan, then a filing that names the problem. The Watchlist shows that run as a line, so you can see which accounts are building and which have gone quiet.

It changes how you spend the week. Rising accounts get the research and the partner's time. Cooling ones get a lighter touch until something moves. And the pipeline conversation runs on evidence instead of hunches. See signal stacking for why a run of signals beats a single one.

Every plan starts with a 14-day free trial and no credit card. Plans are on the pricing page, or you can start your trial.