In order to view Prescriptive Sales Dashboards, you must have the right Demandbase for One Sales license and permissions in your assigned permission set in Demandbase One for Marketing.
License Requirements
The dashboards you can access depend on your license. The following table shows the license requirements for each dashboard.
| Dashboards | ||||
|---|---|---|---|---|
| Demandbase One for Sales License |
Accounts that I should reach out to (requires Demandbase One for Marketing) |
Accounts that are most engaged (requires Demandbase One for Marketing) |
Accounts that have the highest intent (requires Demandbase One for Marketing) |
Accounts that have been in the news recently |
| Free | Not available | Not available | Not available | Available |
| Trial | Available | Available | Available | Available |
| Pro | Not available | Not available | Not available | Available |
| Target | Available | Available | Available | Available |
| Essentials | Available | Available | Available | Not available |
| Enterprise | Not available | Not available | Not available | Available |
| Elite | Available | Available | Available | Available |
Permissions Requirements
Verify the following required permissions in your assigned permission set under Settings > User management > Permission Set. See Create and Manage Permission Sets.
Note: To find the name of your permission set, see Create and Manage Users - Steps: Manage Users.
Account Lists
Analytics > Dashboard
Database > Account Lists > View Only or Can Edit
Important: Without these permissions, you can't view account lists.
Custom Report Dashboards
Analytics > Reports > View Only or Can Edit
Important:
- Without this permission, the custom report dashboards won’t display.
- You must subscribe to a custom report to see the dashboards. See Manage Reports.
Custom Reports
Database > Account Lists > View Only or Can Edit
Important: Without this permission, report data for custom reports will be incomplete.
Custom Reports Take Action
Settings > Demandbase-Wide-Settings > Action Configurations > View Only or Can Edit
Important: Exporting custom reports to your CRM is disabled without this permission.
Journey Stages Filter
Settings > Journey > Account Journey Builder > View Only or Can Edit
Important: The journey stage filter won't display any journey stages without this permission.