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Tips, Tricks, and How-Tos for Organizational Insights
Tips, Tricks, and How-Tos for Organizational Insights

Organizations, People and Topics How to

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Written by Akooda
Updated over 8 months ago

Akooda enables you to explore insights into various aspects of your organizational work effortlessly. With three main tabs – Organizations, People and Topics – it's your gateway to understanding the heartbeat of your company. Each section brings to light focus areas and recent activities.

Ready to explore? Let's dive into each tab and discover how you can leverage this tool for deeper organizational understanding.

How to Use Akooda

Navigate to the Akooda platform and select the respective tab to unveil the desired view.

Organizations

Here you can see all the organizations your company interacts with.

This birds-eye view allows you to get a holistic perspective to compare organizations and identify important metrics or gaps that might need your attention.

Use Case: For instance, by using the ‘Last Meeting’ or ‘Last Engagement’ columns, a CSM can easily identify who are the neglected accounts that are not getting enough attention and should be contacted.

Note: Make use of the Columns button at the top right, to customize your view by adding or removing columns for a filtered view.

Clicking on an organization takes you to its dedicated Org page, which is split into several informative sections:

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On the left, you'll see a snapshot of the organization, including top contacts, account owners, and basic information like address and domain.

On the right you will see 2 tabs: Overview and Contacts

Overview

  • Total volume: Shows all mentions and engagements with the organization over the past three months. Clicking on a date reveals a detailed interaction drawer, offering a complete picture of that day's activities.

Pro Tip: Have the AI engine activated on your account?


Click the 'Summarize' toggle for a concise, GPT-like summary of all interactions, saving you the hassle of reading each one.

If you don’t have this feature, contact your admin for more information

  • CommChart: A visual representation of the organization's connections and key players. Adjust the zoom to explore these connections, and identify areas of focus and how they are connected.

    • Width: The line thickness indicates the volume of work. The thicker the line, the more work volume was displayed

    • Color: The color signifies the interaction's significance. The darker the line, the higher is the significance of the interaction

Clicking on a line opens the Interactions Drawer, allowing you to dive deeper into the connection and the information it holds.

Note: You can customize your chart for better focus. Move names or departments around by dragging them, so you can spotlight the key players and connections that matter most.

Contacts

Offers a detailed view of the organization's contacts. While the quick view shows top contacts, this tab provides a complete list with names, emails, and unique metrics like volume and engagement. Use the filters and additional columns to optimize your view

Use Case: Getting ready for a meeting? Use the Org tab to get a quick overview of the contacts involved, and the latest conversations about them.

People

The People tab offers a detailed view of all internal contacts within your organization. This can be particularly useful for identifying collaboration opportunities, understanding team dynamics, and ensuring effective communication across different departments.

Note: You can tailor this view using the columns button, providing a comprehensive overview.

Clicking on a person's name directs you to their Profile page, which is divided into several insightful sections:

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The section on the left provides a snapshot of the individual, highlighting their top interactions, and current areas of focus broken down by Topics.

On the right you will see 2 tabs: Overview and People

Overview

  • Total volume: Displays the total interactions of the employee over the past three months. Selecting a specific date opens the Interactions Drawer for a more detailed view.

  • CommChart: A visual tool to explore both internal and external connections of the employee. It helps in identifying key players and potential gaps or silos within the organization. The chart is interactive, allowing you to move and rearrange clusters or individuals for better visualization by dragging and dropping them on the map.

People

Offers a full view of the individual's primary interactions, detailing the departments and focus areas of these contacts. Utilize filters to refine and optimize your view for a more targeted understanding. By clicking on any of the names or topics, you will be redirected to the relevant profile page.

Use Case: Filling the gaps for a colleague that left the company? Use their profile to identify key focus areas and maintain essential internal/external connections, ensuring continuity in important projects and relationships.

Topics

Discover what's trending in your organization with the Topics tab. It highlights the key subjects everyone's talking about, keeping you in the loop with the latest and most important discussions.

The Topics page displays a table of all current topics within your company, categorized by relevance and the people involved.

Use the filters to optimize your view, and aggregate the data being displayed.

For example, by using the Categories filter (found under the Columns button), you can focus only on areas of interest such as ‘Marketing’, and exclude less relevant topics for the question in hand.

Selecting a topic takes you to its dedicated page, offering a deeper exploration.

The topic page is built out of the same familiar sections as before:

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On the left there’s an immediate snapshot of the topic, including key people, departments, and organizations involved.

On the right you will see 3 tabs: Overview, People and Organizations

Overview

  • Total Volume: Displays topic related total volume of discussions over time, with an option to view specific interactions on selected dates through the interactions drawer.

  • AI-Powered Summaries: If your account has the AI engine activated, press the Summarize button for a concise, GPT-like summary of all interactions related to the topic, making it easier to digest the information quickly.

  • CommChart: Shows a clear map of who's connected to the topic, making it easy to spot the main contributors and understand how deeply they're involved.

People

Expands on the top contributors to the topic, allowing you to understand their roles and contributions in greater detail.

Organizations

This section lists all organizations linked to the topic. Apply filters like 'Segment' or 'Stage' to focus on specific groups, illuminating the organizations most engaged with the topic.

Use Case: Curious about a new feature everyone's discussing? Head to the Topics page to uncover all the details and stay informed about the latest buzz in your organization.


Stuck or need a hand? We’re just an email away at [email protected]. Our team is always here to help you and your organization get the best out of Akooda.

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