---
updatedAt: 2026-04-08T17:48:23.000Z
agentTools:
  projectIndex: https://docs.upside.tech/llms.txt
---

# Accounts

# Account Story Viewer

![](https://files.readme.io/ae5c21629002fd9178cec60ce81ac00095a81abb31744eaf99de780f42d354c2-image.png)

* The **Account Story Viewer** page helps you explore everything that happened in the selected account.
* The search/selector dropdown at the top can search by account name, or Salesforce account ID.
* Click any row in the touchpoint table to view more details about that touchpoint.

  ### Buying group selector

<Image align="left" alt="image.png" width="220px" src="https://files.readme.io/8df527c28bee1123eff030cefcbefb71fea4e789c56195eb51dc54883be1723c-Acc_buying_group.png" />

* Use this drop-down to focus on only activity related to a specific opportunity.
* For more info on how we determine buying groups, please read [How do Enhanced Buying Groups work?](https://docs.upside.tech/docs/faqs)

### Minimap

![](https://files.readme.io/6a73a1ad54a720c535fb2efb183ef6dd575963b3fbeb619999968997db0b3f53-image.png)

* Use this view to help see where ‘interesting things’ were happening in the account’s history.
* **Velocity Sparkline:** Indicates the momentum of engagement coming from the account over time. Higher peaks indicate more incoming engagement.
* **Opportunity Timeline:** Colored bars represent opportunities:
  * Green - Won opportunities
  * Red - Lost opportunities
  * Grey - Active opportunities
  * Color shades indicate stage progression - lighter shades represent earlier stages, and darker shades represent later stages in the opportunity lifecycle.

**New Person Engagements Circles:** indicates first actions from a new person in the account. Hover over each circle to see person details

<Image align="left" width="150px" src="https://files.readme.io/bc64db67df5e2b345040896e24d498e45ceb6546d8b581365d9f2c6fb0a999d9-accounts-2.png" />

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**Focused Touchpoint Period:** this represents the period of the touchpoint timeline currently visible in the table below the minimap.

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<Image align="left" alt="image.png" width="600px" src="https://files.readme.io/6863e8b55a697712317a240b702a9f8e9b2511b5a49170b49af0ae3e71af644c-accounts-3.png" />

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**Filtered Activity Markers:** Small dots along the timeline show when filtered activities occurred. These appear when you use the filters below the chart (people, channels, teams, or search).

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<Image align="left" alt="image.png" width="500px" src="https://files.readme.io/d14aa7718fdc89eb76d765270a9b78655616e8d10743bc2c669c64819e40e356-accounts-4.png" />

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**Show Bids:** use this toggle to switch between showing only **engagements** (touchpoints from customer/prospect contacts), or both **engagements** and **bids** (touchpoints from your own teams).

# Account List View

![](https://files.readme.io/c74feb7e048eeac6ea7063aae28597fac70230f011dab40921628bdb15b9cf2a-image.png)

* The **Account List View** page displays a list of all accounts, to help you more easily find the account you want to explore.
* You can filter the results by using the header of any of the columns and select/deselect the visible columns and metrics.
* You can click on any account name to view more details.