Groups

The Groups page lets you look at your data by company instead of by one person at a time. If you sell to businesses, the people who matter are not just individuals: they belong to companies, and a company is what pays you and what you keep or lose. Groups tie together everyone from the same company so you can see how each company as a whole uses your product, not just how one person from it does.

Think of it like a school. You can watch one student, but often the question you really have is “how is each class doing?”. A class is a group of students who belong together. Groups do the same for your product: they gather the individual people into the company they belong to, so you can read your data one company at a time.

This matters because business behavior lives at the company level. One quiet person at a busy company is fine. A whole company going quiet is a warning that you might lose the account. One active person does not tell you the account is healthy if everyone else there has stopped logging in. Groups let you see the account, which is the thing that renews or churns, rather than only the scattered individuals inside it.

What you see

The page shows your companies and how each one is doing, instead of a list of single people.

• A page title that reads “Groups”.
• A list of companies (your groups), usually ranked so the most active sit at the top. For each company you see:
  • Its name. The company or account, for example “Acme Inc” or “Northwind Ltd”.
  • How many people it has. The count of individuals from that company who are active in your product.
  • How active it is. Activity for the whole company added up, for example total sessions, total events, or the key actions that matter to you, so you can compare one account against another.
  • Its trend. Whether the company’s activity is rising, steady, or falling, which is the early signal of an account growing or going quiet.
• A detail view for a single company, where you can see the people who belong to it and how the account behaves over time.

A “group” here is a company or account. The “group key” is the piece of information that says which company a person belongs to, for example a company id you send along with each person. People who share the same group key are treated as the same company.

How to read it

Read your accounts the way you would read a customer list: who is busy, who is growing, and who has gone quiet.

Here is a worked example. Say you sell a tool to other businesses, and you open the Groups page sorted by activity. You see:

• Acme Inc: 14 people, 1,200 key actions this month, trend up.
• Northwind Ltd: 9 people, 800 key actions, trend steady.
• Globex: 11 people, 120 key actions, trend down sharply.

What does this tell you? Acme is your healthiest account: many people, high activity, and growing, so it is a strong candidate to expand or to ask for a reference. Northwind is steady, which is fine. Globex is the one to worry about. It still has 11 people on paper, so by a plain head count it looks alive, but its actual activity has fallen to a fraction of the others and the trend is down sharply. That is exactly the picture of an account quietly slipping toward cancellation, and you would never have spotted it by looking at individual people, because each person on their own just looks a little less active. The company view makes the danger obvious. Your move is to reach out to Globex now, while there is still time to win them back.

One thing to keep in mind: a company only appears here if your product tells leadmaps which company each person belongs to, through the group key. If everyone shows up as their own separate entry with no company attached, the group key is not being sent yet, and the page cannot tie people into companies until it is.

Customize it

You control how people are tied into companies and how you view them. Here is each control and when to use it.

• Set the group key. The group key is the id that says which company a person belongs to, sent along with each person from your product. Set it to whatever uniquely identifies a company in your system, for example an account id or an organization id, and send the same key for every person at that company. Use a stable id, not the company’s display name, because names get typed differently and would split one company into several. The group key is what makes everything else on this page work, so getting it right and consistent is the first job.
• Switch the group view. Move between the list of companies and the detail of a single company. Use the list view to scan all your accounts at once, rank them, and spot the ones rising or falling. Use the detail view when one company catches your eye and you want to see the people inside it and how the account has behaved over time.

Use cases

• See your most active companies. Open the list view sorted by activity for a recent range and read the top of the list. These are the accounts getting the most value from your product. Action: treat your most active companies as your best expansion and reference opportunities, reach out while they are engaged, and learn what they do differently so you can help other accounts do the same.
• Spot accounts that went quiet. Sort or scan for companies whose trend is falling, especially ones that used to be active. A drop in a whole company’s activity is a much stronger churn warning than one person logging in less. Action: contact a quiet account early, before renewal, to understand what changed and offer help, because winning back a slipping account is far cheaper than losing it.
• Report at the account level. When you need to tell your team or your investors how your business customers are doing, the company view is the honest unit, since companies are what pay and renew. Action: use the Groups page to report how many accounts are active, which are growing, and which are at risk, rather than raw individual numbers that hide the account picture.

Tips

• Send a stable group key, not the company name. Names get spelled differently from one person to the next, which splits a single company into several faint entries. A fixed id keeps every person at a company tied to one clean company record.
• Read the company, not just the head count. An account with many people but almost no activity is in more danger than a small account that is busy every day. Activity and trend tell you health. A people count alone can flatter a dying account.
• A falling company trend is your earliest churn warning. By the time a company actually cancels, the activity has usually been dropping for weeks. Watching the trend lets you act while there is still a relationship to save.
• Groups need the group key to be sent before companies appear. If everyone shows up as a separate individual, the key is not flowing yet. Make sure your product sends a company id with each person, then the page can gather them.
• Pair Groups with your other reports. Once a company catches your eye here, open funnels or returning visitors filtered to that account to understand what its people are actually doing, so your outreach is informed rather than a guess.