While building reports in LinkedIn Sales Insights, you can select a specific source that you would like to use for your report and apply relevant filters such as:
- Company filters
- Persona filters
Within Persona filters, you can use Advanced Filters to narrow down the search results and zero in on the companies that you are interested in. With Advanced Filters, you can filter personas based on size, growth, jobs posted, and sales connectivity within your specified personas.
Important to know
Advanced Filters are always evaluated at the company level.
The Advanced Filters option is visible when at least one Persona is selected and/or an Employee Location is selected. The search pool size needs to be <50K accounts.
When you have multiple Personas selected, the filters are calculated on the sum of all Personas indicated within the Report Builder. For example, if you have two personas such as "Designers" and "Engineers", Advanced Filters apply to the sum of both. A total of 5001-10000 employees means 5001-10000 Designers + Engineers at the resulting list of companies within the report.
Here's a tip
In some cases, the aggregated headcount can be less than the sum of the Personas. This is when people on LinkedIn have duplicate positions matching multiple Personas, or when one Persona is a subset of another. They will only be counted once.
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