Understanding the Account List Dashboard and Account Dashboard

  • Updated

The Account List and Account Dashboards give you a starting point to access all of the rich functionality available throughout Demandbase. From these dashboards, you can view various types of engagement and activity for a selected account list or account. 

To get started, from the left navigation bar, go to Analytics2.png Analytics > Dashboard. Select an account list or account and specify a date range. To filter the Dashboard page, use the quick filters at the top of the page.

Tip: Admins customize the available quick filters from the View Management page

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Default Dashboard Sections

To help you get started, we’ve created Sales and Marketing Dashboards that have the following sections by default. To create and customize Dashboards, see Set Up Role-Based Customizable Dashboards.

Sales Dashboard

Account List Dashboard

  • Highlights
  • Accounts
  • Intent
  • Site Analytics

Account Dashboard

  • Highlights
  • Timeline
  • Intent
  • Site Analytics
  • Predictive Scores

Marketing Dashboard

Account List Dashboard

  • KPI Cards
  • Accounts
  • Intent
  • Site Analytics

Account Dashboard

  • KPI Cards
  • Timeline
  • Intent
  • Site Analytics
  • Predictive Scores

Account List Dashboard

The Account List Dashboard provides a snapshot of the activity and engagement for a selected account list. The available sections that you can add include:

Quick Cards

The Quick Cards section gives you quick links to customized Analytics pages. Quick Cards help you answer questions like:

  • Who are the top qualified accounts with no sales touches?
  • Which accounts are pipeline opportunities with no sales follow up?
  • What are the top qualified accounts that are not found in your CRM?
  • Who are the newly engaged people in the last 30 days?
  • Which accounts are showing trending intent in the last 30 days?
  • What prospects are showing activity on your website in the last 30 days?

You can click on a Quick Card to open the customized page where you can take action on specific insights.

Tip: Admins customize the Quick Cards that appear in this section.

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KPI Cards

The KPI Cards section includes four cards that show metrics about the accounts in the selected account list.

Total Accounts and MQA Accounts

  • Shows the total number of accounts in the Database, the number of accounts in the MQA Stage, the percentage of accounts in the MQA Stage, and whether the number is increasing or decreasing.
  • The increase or decrease is a comparison of the number of accounts in the MQA Stage at the beginning and end of the selected time period.

Existing Accounts and Net New Accounts

  • Shows the number of existing and net new accounts in the Database.
  • Existing accounts include accounts from Salesforce or CSV uploads.
  • Net new accounts are accounts from Demandbase.

Intent Keywords and Trending Keywords

  • Shows the number of intent keywords on web pages read, the number of trending keywords, the percentage change, and whether this is increasing or decreasing over time.
  • The increase or decrease is determined by the date range selected compared to the prior 30 days.

Unique Visitors and Accounts Visited

Shows the number of unique visitors and accounts that visited your website.

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Highlights

The Highlights section shows the most engaged people for the selected account list. For each person, you can see the total Engagement Minutes and completed activities.

The activities tracked include:

  • Pardot
    • Registered for Webinar
    • Attended Webinar
    • Landing Page Success
    • Form Success
  • Marketo
    • Program Success
    • Interesting Moments
    • Click Email
    • Fill Out Form
    • Visit Web Page
    • Click link
  • Eloqua
    • Form Submit
  • HubSpot
    • Form Submit
    • HubSpot Web Page Visit
    • HubSpot Email Click
  • Salesforce
    • Campaign Member
    • Campaign Response

You can click on a person to open the Person dashboard where you can view related metrics.

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Accounts

The Accounts section includes the following tabs:

  • Pipeline Predict: Shows accounts likely to open an opportunity with you in the next month.
  • Qualification Score: Shows accounts that are similar to accounts who have had open opportunities with you in the past.
  • Most Engaged: Shows accounts sorted by Engagement Minutes.

You can click on an account in any of the tabs to open the Accounts Dashboard

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Intent

The Intent section shows accounts that are showing strong intent. For each account, you can see the keywords on the web pages they are reading and if the keywords are trending or competitive.

You can click on an account to open the Accounts Dashboard or click See all accounts to open the Intent page in the Analytics section to see all accounts showing intent.

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Site Analytics

The Site Analytics section includes three cards that show information about the performance of your website.

Trending Onsite Engagement

  • Shows the accounts that are trending and the number of page views for each trending account. 
  • Accounts that are trending have more page views during the selected time period compared to the preceding equivalent time period.

Accounts on your website

  • Shows the number of accounts that visited your website, the increasing or decreasing percentage change of accounts visiting your website, and a trend chart. 
  • Demandbase calculates the percentage change by comparing the selected time period to the preceding equivalent time period.
  • The trend chart shows page views and the number of new and returning accounts visiting your website over time.
    Tip: Hover over the trend chart to see the data for each time period.

Total page views

  • Shows the number of page views, the increasing or decreasing page view percentage change, and the top pages viewed on your website.
  • Demandbase calculates the percentage change by comparing the selected time period to the preceding equivalent time period.

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Firmographics

The Firmographics section includes the Industries, Revenue, and Employees tabs. The tabs include bar charts that show the number of accounts in each industry, revenue grouping, or number of employees grouping.

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Discovered by Demandbase

The Discovered by Demandbase section shows you net new accounts that you may want to target based on their Qualification Score, web activity, or intent strength. The section only includes new accounts that are not in your CRM and have not been uploaded from a CSV file.

You can click on an account to open the Accounts Dashboard or click See all accounts to open the Accounts page to see all discovered accounts.

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Active Ad Campaigns

If the selected account list is included in active advertising campaigns, the Active Ad Campaigns section helps you see how the campaigns are performing. The section shows a summary of metrics that highlight the key activities and cumulative performance of the campaigns.  

You can click on any metric in the section to open the Advertising Cloud dashboard

Tip: If the selected account list is not included in an active campaign, you click Create New Campaign to open the Campaign Builder wizard.

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Account Dashboard

The Account Dashboard provides a snapshot of the activity and engagement for the account you select.

Account Details

The Account Details section displays by default and shows you key information about an account. The data comes from Salesforce or from CSV/Demandbase.

You can click Take Action to perform a task with the account based on its level of engagement and activity. For example, you can add the account to an account list or a Salesforce campaign. You can also click Manage Account to see more details about this account.

Tip: Click the right arrow next to the Take Action button to show additional account information.

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The available sections that you can add include:

Quick Cards

The Quick Cards section gives you quick links to customized pages in the Analytics section.

You can click on a Quick Card to open the customized page where you can take action on specific insights.

Tip: Admins customize the Quick Cards that appear in this section.

Quick_Cards_Acct.png

KPI Cards

The KPI Cards section includes three cards. The cards show the Qualification Score, Pipeline Predict Score, and Journey Stage for the account and the number of Account Lists the account belongs to.

KPI_Cards_Acct.png

Highlights

The Highlights section shows the most engaged people for the account. For each person, you can see the total Engagement Minutes and completed activities.

The activities tracked include:

  • Pardot
    • Registered for Webinar
    • Attended Webinar
    • Landing Page Success
    • Form Success
  • Marketo
    • Program Success
    • Interesting Moments
    • Click Email
    • Fill Out Form
    • Visit Web Page
    • Click link
  • Eloqua
    • Form Submit
  • HubSpot
    • Form Submit
    • HubSpot Web Page Visit
    • HubSpot Email Click
  • Salesforce
    • Campaign Member
    • Campaign Response

You can click on a person to open the Person dashboard where you can view related metrics.

Highlights_Acct.png

Timeline

The Timeline section shows engagement for the account in three different views: Deal Story, Engagement, and Group. The Deal Story view highlights key activities for the account and lets you view Marketing Engagement activities, Sales Engagement activities, or both. You can also see the progression of the account through your Journey Stages.

The Engagement and Group views show Engagement for the account.

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Intent Keywords

The Intent Keywords section includes two tabs for Top Intent Keywords and Competitive Intent. For both Top Intent Keywords and Competitive Intent, you can see the keywords on web pages being read, sorted by intent strength. You can also see if the keywords are trending.

Intent_Keywords_Acct.png

Site Analytics

The Site Analytics section includes a trend chart that shows the number of unique visitors and page views. You can also see the top pages visited, the number of page views, percentage change, and whether this is an increase or decrease.

You can click on the Unique Visitors card to open the Site Analytics page where you can see more related metrics.

Site_Analytics_Acct.png

Predictive Scores

The Predictive Scores section shows the Pipeline Predict and Qualification Scores for the selected account. For each Predictive Score, you can find the following:

  • Score name
  • Type of score (Pipeline Predict or Qualification Score)
  • Score label and score
  • Date the score was last trained

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