Understanding the Lead Matching Report

The Lead Matching Report shows how Leads match to Accounts in Demandbase. Use the report to review match results, identify unmatched Leads, retry Lead matching, and manage Salesforce Lead-to-Account (L2A) matching actions.

You can also use the report to analyze Lead matching trends over time. For example, spikes in matched Leads following an advertising campaign or in-person event may help you understand how marketing activities influence Lead engagement and conversion.

See Understanding Lead to Account Matching. 

Important: The availability of some features described in this article depends on your version of Demandbase One.

• The Account must exist in Demandbase, your CRM, or a CSV import. 
  Tip: To add an Account that doesn't exist in Demandbase, create it in your CRM or import it using a CSV file.

• The Account must belong to an Account List.

• The user syncing Demandbase with your CRM or Marketing Automation System (MAS) must have access to the lead.

Access the Lead Matching Report

From the left navigation bar, go to Settings > Lead Matching > Lead Matching Report.

The report shows match results for Leads created during the selected date range. All metrics, charts, and tables automatically update when you change the date range.

You can also apply Lead or Account filters in the upper-right corner to narrow the results. For example, filter the report to see which qualified Leads matched to Accounts.

Lead Matching Overview Cards

The overview cards summarize Lead matching results for the selected date range:

• Matched Leads: Number oleadf Leads successfully matched to an Account.
• Unmatched Leads: Number of Leads that didn’t match to an Account.
• Lead to contact conversion: Number of Leads converted to Contact records in Salesforce.
  Important: Lead-to-Contact conversion is available only for Salesforce.

Analyze Lead Matching Trends in the Graph

The Lead to Account Matching graph shows the number and percentage of total Leads, matched Leads, and unmatched Leads during the selected date range.

You can interact with the graph to analyze matching trends:

• Hover over a date to see the Lead matching results for that date.
• Use your mouse scroll to zoom in or out and adjust the level of detail shown.

Manage Leads in the Lead Matching Report Table

The Lead Matching Report table shows detailed information about individual Leads. Use the table to take action on Leads, filter by match or sync status, export Lead data, and customize the displayed columns.

Take Action on Leads

Select the checkboxes next to one or more Leads to perform the following actions:

• Retry Match: Retry matching the selected Leads to Accounts. Demandbase uses the same L2A matching algorithm for each attempt, so retrying without changes to the underlying data doesn't change the results.
• Convert to Contact: Convert selected Leads to Salesforce Contact records. See Set Up Lead to Contact Conversion in Salesforce. 
  Important: Converting a Lead to a Contact is irreversible.
• Unmatch: Remove the match between selected Leads and their Accounts. For example, use this action to remove irrelevant Leads from an Account.
• Retry Writeback to CRM: Retry writing the "Matched Account" field to Salesforce Lead records if a workflow rule or field validation rule caused the previous write-back attempt to fail. Contact Demandbase Support if you continue to see discrepancies.

Filter Leads by Match Status

Use the match status filter to show Leads based on their matching results:

• Matched: Leads successfully matched to an Account.
• Unmatched: Leads that didn't match to an Account.

Filter Leads by Salesforce Sync Status

Use the sync status filter to show Leads based on their Salesforce write-back status.

Important: "Matched Account" field write-back is available only for Salesforce.

• Unsynced: Demandbase hasn't synced the "Matched Account" data to the Salesforce Lead record.
• Synced: Demandbase successfully synced the "Matched Account" data to the Salesforce Lead record.
• Converted to Contact: Leads converted to Salesforce Contact records.
• Error: Leads that encountered an error during matching or Salesforce write-back.
  Important:
  • Demandbase automatically retries matching Leads with errors during the next sync cycle.
  • The L2A Account Match Notes column shows Salesforce error messages related to write-back or Lead-to-Contact conversion failures.