The Sales Usage Report page shows user engagement with Demandbase sales features (Snapshot emails, Salesforce iFrame, and Slack alerts). Admins can analyze user engagement and prove the value of Demandbase within their sales team.
The following are some examples of how you can utilize the Sales Usage Report:
- Track user adoption: Usage data such as click frequency and days active can show user engagement with Demandbase.
- Identify areas for sales training and engagement: A decline in user engagement can indicate a need for targeted training sessions or additional support resources.
- Identify correlations between Demandbase usage and sales performance: You may find that sales users who frequently engage with Demandbase tend to achieve higher win rates. This can show the importance of implementing Demandbase in your sales process.
Important:
- Usage data is only collected for Demandbase Snapshot emails, Salesforce iFrame, and Slack alerts.
- To view the Sales Usage Report, you must be a Demandbase admin and have permission to edit the Analytics and Engagement sections.
KPI Cards
The following cards show information about user engagement with Demandbase during the selected date range.
Tip: Demandbase calculates the percentage change shown on the cards by comparing the selected date range to the preceding equivalent date range.
Active Snapshot Email users
- Number of users that received at least one Snapshot email.
- Percentage change in usage.
Active Salesforce users
- Number of users with at least one click in the Demandbase Salesforce iFrame.
- Percentage change in usage.
Slack Alerts users
- Number of users that received at least one Slack alert.
- Percentage change in usage.
Total Active Users
The Total Active Users graph shows the following information during the selected date range:
- Bar chart of total users using Snapshot emails, Salesforce iFrame, and Slack alerts.
- Change the time period increments to view the data by days, weeks, or months.
- Hover over a time period increment to show the data for that period.
Individual Usage Reporting
The Individual Usage Reporting table shows the following information for individual Demandbase users during the selected date range:
- Name: User name
- Email: User email address
- Snapshot Email Opens: Number of Snapshot emails opened by the user.
- Slack Alert Sends: Number of Slack alerts sent to the user.
- Salesforce Days Active: Number of days a user clicked at least once in the Demandbase iFrame.
- Last Salesforce Login Date: Last date user logged into the Demandbase Salesforce iFrame.
Click on an individual user to expand the table and see the following information for the selected date range:
-
Email usage
- Snapshot Email Sends: Number of Snapshot emails sent to the user.
- Snapshot Email Opens: Number of Snapshot emails opened by the user.
- Snapshot Email Clicks: Number of clicks by the user in the Snapshot emails.
-
Slack usage
- Slack Alert Sends: Number of Slack alerts sent to the user.
- Slack Alert Clicks: Number of clicks by the user in the Slack alert.
-
Salesforce usage
- Salesforce Number of Page Views: Number of pages viewed by the user in the Demandbase Salesforce iFrame.
- Salesforce Clicks: Number of clicks by the user in the Demandbase Salesforce iFrame.
- Salesforce Days Active: Number of days the user clicked at least once in the Demandbase Salesforce iFrame.
- Salesforce Time on Site (mins): Amount of time (in minutes) the user is active in the Demandbase Salesforce iFrame.
In the individual user table, you can take the following actions:
- Search for users by name.
- Click Export to export the data in CSV format.