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=== Common Use Cases with Examples === The ability to create and save personal views is particularly beneficial in several scenarios, such as: * **Account Status Monitoring**: If you need to manage a group of accounts currently in a specific status (e.g., Active or Inactive), you can create a personal view labeled "Active Accounts" to easily access this group. * **Plan Management**: Agencies might want to view accounts by their plan (Starter, Plus, Pro, Enterprise). A personal view can be set up for each plan, allowing for quick assessments of accounts under similar billing structures. * **Performance Tracking**: Creating a personal view that tracks accounts based on specific attributes (e.g., Billing Term or User Limit) will help agencies ensure theyโre providing the right services tailored to each account's characteristics. These use cases illustrate the importance of tailoring views to facilitate better decision-making and enhance account oversight.
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