Documentation Index
Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
As an Account Executive, staying on top of your accounts — open tasks, churn risk, overdue activities, and competitive pain points — is what separates a proactive AE from a reactive one. This tutorial walks you through building a dedicated account dashboard in IdeaboxAI’s Agentic BI using your CRM data.
You will learn how to upload your account dataset, let AI generate the most relevant account metrics, configure drill-through interactions to inspect individual account records, and set alerts so you never miss a spike in overdue tasks or open risks.
Step 1: Select the Account Executive Persona
Open the IdeaboxAI Co-pilot from the left sidebar. In the top-right corner, click the persona selector and choose Account Executive (AE) from the dropdown.
With the AE persona active, the Co-pilot surfaces prompts tailored to your role:
- Help me brainstorm new strategies to engage my key accounts
- Summarize my recent interactions and extract pending action items
- Draft a professional follow-up email for my last meeting
- Analyze the current data and highlight any notable trends
- Review my priorities and suggest what I should tackle first
You can switch between personas — Account Executive (AE), Sales Engineer (SE), and Sales Development Representative (SDR) — at any time depending on the task you are working on.
Step 2: Navigate to Dashboards
From the left sidebar, click Dashboards. You will see all existing dashboards in your workspace.
To build a new account dashboard, click + Add Dashboard in the top-right corner.
Step 3: Upload Your CRM Account Data
The Add Dashboard modal opens. Since your account data lives in a CRM export, select CSV File from the left panel to upload it directly.
Click the upload area and select your CRM dataset file — for example, ae_crm_dataset_large.csv. Once the file is selected, you will see the file name, size, and a “File ready for upload” confirmation. Click Create Dashboard to proceed.
If your CRM data is in a spreadsheet instead, choose Excel Sheet to upload an .xlsx file directly. For live-connected CRM data, choose Knowledge Base if you have already synced your CRM as a knowledge base.
Step 4: IdeaboxAI Processes Your File
IdeaboxAI reads and processes your uploaded CRM file, extracting fields and preparing the data for analysis.
A progress screen shows the file processing at each stage. This typically completes in a few seconds depending on file size.
Step 5: Preview and Confirm Your Account Data
Once processing is complete, a Preview Data modal shows the first 10 rows from your file so you can verify the data looks correct before building the dashboard.
Check that the key account fields are present — Account ID, Account Name, and Industry are visible in this example, with accounts such as Lumen Technologies, Zephyr Logistics Ventures, and Mira Consulting. Use Next to page through additional rows.
When the data looks right, click Confirm Data to proceed.
Step 6: Name Your Dashboard and Choose a Start Option
After confirming the data, name your dashboard and choose how you want to build it.
- Dashboard Name — give it a clear name tied to your account view (e.g., “ae_crm_dataset_large Dashboard”).
- Description — briefly describe who this is for, such as “Account executive”, so your team knows its purpose.
Then choose your starting option:
| Option | Description |
|---|
| Auto-Generated Board | AI scans your account data and builds the most relevant charts and KPIs automatically |
| Blank Board | Start from scratch and manually add the charts you need |
Before generating, guide the AI to focus on what matters most to you as an AE.
- Custom Instructions — type “Focus mainly on accounts” to ensure the AI prioritises account engagement, task coverage, churn signals, and competitive data rather than unrelated fields in your dataset.
- Reference Document — optionally attach a brief, account plan template, or QBR format (PDF, DOCX, PNG, or JPEG) to give the AI additional context on what metrics your leadership expects.
Click Generate Dashboard when ready.
Step 8: AI Builds Your Account Dashboard
IdeaboxAI analyses your CRM data and dispatches multiple components in parallel to build your personalised dashboard.
You will see the progress screen as the AI dispatches all chart and KPI components simultaneously. In this example, the AI is building 15 components. The generation completes within seconds.
Step 9: Review Your Auto-Generated Account KPIs
Your account dashboard is ready. IdeaboxAI has automatically surfaced the account metrics most relevant to your role as an AE.
The AI generated the following headline KPIs from your CRM data:
| Metric | Value | What it tells you |
|---|
| Total Accounts with Open Activity | 1K | How many accounts currently have open engagement tasks |
| Total Open Tasks Across Accounts | 2.9K | Your overall pending task load across the full book of business |
| Total Overdue Tasks Across Accounts | 1.1K | Accounts falling behind — immediate follow-up priority |
| Average Days Since Last Activity | 6.9 | How recently your accounts have been touched on average |
| Accounts at Churn / Renewal Risk | 33 | Accounts flagged for potential churn or upcoming renewal risk |
| Competitive / Pain-Driven Deals | 1K | Deals tied to competitor displacement or active pain points |
| Unique Pain Points Recorded | 118 | Distinct pain points captured across all deals in your pipeline |
Step 10: Explore Your Account Charts
Scroll down on the dashboard to see the detailed account breakdown charts generated by AI.
The AI built four key account charts:
- Accounts by Industry — a bar chart showing how your accounts are distributed across industries such as Agriculture, Education, Finance, Healthcare, IT Services, SaaS, Telecom, and more. Use this to identify which verticals make up the largest share of your book.
- Accounts by Account Owner (AE) — a bar chart showing account counts per AE (Carlos Mendez, Daniel Reeves, Jordan Walsh, Keisha Thompson, Lana Hofmann, Marcus Chen, Priya Patel, Sarah Mitchell). Use this to spot workload imbalances across your team.
- Accounts by Churn Risk Level — a pie chart breaking down your accounts by risk category so you can prioritise at-risk accounts before they escalate.
- Accounts by Onboarding Status — a pie chart showing how many accounts are still in onboarding versus fully active, helping you identify where customers may need extra attention.
Step 11: Manage Charts in Edit Mode
While in edit mode, hover over any chart and click the three-dot menu (⋮) on the chart card to manage it.
| Option | Description |
|---|
| Copy | Duplicate the chart — useful if you want a similar view filtered to a specific industry or AE |
| Open Edit Panel | Edit the chart’s data query, appearance, and interaction settings |
| Delete | Remove a chart that is not relevant to your current account view |
Step 12: Customise Chart Appearance
Click Open Edit Panel on the Accounts by Industry chart to open the chart editor. Navigate to Step 3: Configure Chart and select the Appearance tab.
Here you can control how the chart is presented to you and your team:
- Component Title — update the chart title to something more meaningful, such as “Accounts by Industry”.
- Description — add a brief description of what the chart shows (e.g., “Bar chart showing the number of accounts per industry”).
- Hide Component Title — toggle this off to keep the title visible on the dashboard.
- Title Size — set to Medium, Large, or Small to match your dashboard layout.
- Title Color — adjust the title colour to match your brand or highlight priority charts.
- Title Position — set to Left, Centre, or Right.
- Background Color — customise the card background for visual grouping.
- Dark Mode / Use UTC — toggle based on your team’s preferences.
The Preview on the right updates live as you make changes, including tooltips showing exact account counts per industry — for example, hovering over Education shows an account count of 56.
Click Update Chart to save your appearance changes.
Switch to the Interactions tab in the chart editor and select Drill Through to enable your team to click into any industry bar and see the individual account records behind the number.
Toggle Enable Drill Through on. Then configure Select Columns to choose which fields appear in the detail table when someone drills through:
- Account Owner (AE) — shows which AE owns each account in the selected industry. Filter down to specific AEs (e.g., Lena Hofmann, Marcus Chen, Priya Patel, Sarah Mitchell) if you want the drill-through to focus on particular team members.
- Industry — confirm the industries to include in the drill-through view (e.g., Education, Energy, Finance).
- Churn Risk — optionally include churn risk data so the account record view immediately signals which accounts need attention.
Click Update Chart to save. This drill-through is now live on the dashboard.
Step 14: Save and Return to Your Dashboard
After configuring your charts, click Save in the top-right corner to save all your changes and return to the live dashboard view.
Your account dashboard now shows the full set of AI-generated KPIs and charts — ready for your daily account review. You can share this dashboard with your manager or team using the Share button in the top-right corner.
Step 15: Drill Through to Account-Level Records
On the live dashboard, click any bar in the Accounts by Industry chart to trigger the drill-through view and inspect the individual account records behind that data point.
The Accounts by Industry — Insights panel opens with two tabs:
- AI Insights — AI-generated analysis of the selected segment
- Drill Through — the raw record-level data table
In the Drill Through tab, the Active Filters bar at the top shows exactly which filters are applied, for example:
- Account Owner AE: Daniel Reeves, Keisha Thompson
- Industry: Finance, Education, Energy
- Onboarding Status: N/A, Complete
The Record-Level Data table lists each individual account with their Account Owner, Industry, Onboarding Status, and Renewal Date — giving you a precise, account-by-account view to act on directly. For example, you can see which of Daniel Reeves’ accounts have renewals coming up in June or August 2027 and prioritise outreach accordingly.
Step 16: Access the Alert Bell on a KPI
On the dashboard, hover over any KPI card to reveal the chart toolbar. Click the bell icon on the Total Open Tasks Across Accounts card to set an alert for that metric.
Setting an alert on your open task count means you will be notified automatically when the workload across your accounts exceeds a threshold — without having to check the dashboard manually every day.
Step 17: Set a Task Alert for Your Accounts
The Set Alert modal opens for the Total Open Tasks Across Accounts metric (current value: 2.9K).
Configure your alert:
- Notify me when value is — set the condition. Choose Above and enter a threshold value (e.g., 231) to be alerted whenever open tasks spike beyond your acceptable limit.
- Frequency — set how often IdeaboxAI checks the metric and re-notifies you (e.g., every 5 hours).
- Email recipients — add the email addresses of anyone who should receive the alert — your manager, team lead, or yourself.
Click Save Alert to activate it. You will now receive an automatic notification whenever open tasks across your accounts exceed the threshold, allowing you to act before tasks become overdue.
Next Steps
You have built a fully configured Account Executive dashboard in IdeaboxAI Agentic BI. Here is what to do next:
- Share the dashboard with your AE team or manager so everyone has a consistent view of account activity
- Explore chart insights for AI-generated commentary on churn risk and industry distribution you can use in account planning sessions
- Add more filters to slice the dashboard by AE owner, industry, or onboarding status for targeted account reviews
