Understanding the Account List Dashboard

  • Updated

The Account List Dashboard gives you a starting point to access all of the rich functionality available throughout Demandbase One. From the dashboard, you can view various types of engagement and activity for a selected account list and date range. 

To get started, from the left navigation bar, go to Analytics2.png Analytics > Dashboard. Select an account list  and specify a date range. You can also access an account list from the Account Lists Database

To filter the Account List Dashboard page, use the quick filters at the top of the page.

Tip:

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Account List Dashboard

The account list dashboard provides a snapshot of the activity and engagement for an account list.

The following sections can be added:

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 can 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 for an 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 CRM 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 an account list. For each person, you can see the total Engagement Minutes and completed activities.

The activity types 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.

Quick Actions

You can also take the following quick actions when you hover over a person’s card:

  • Click the Salesforce icon Salesforce.png to access the person’s record in Salesforce.
  • Click the LinkedIn icon LinkedIn.png to access the person’s profile in LinkedIn.
  • Click the Outreach icon Outreach.png to add the person to an Outreach Sequence. For more information, see Take Action: Outreach Sequences.

Important: The Salesforce and Outreach quick actions are only available if you have the integrations set up.

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Accounts

The Accounts section shows accounts with the highest predictive scores and engagement minutes for an account list.

Pipeline Predict and Qualification Score Tabs

The Pipeline Predict tab shows accounts likely to open an opportunity with you in the near future. The Qualification Score tab shows accounts that look most similar to your past customers.

You can click on an individual account to open the Account Dashboard. You can also click See all accounts to open the Accounts page in the Analytics section and see predictive scores for all accounts.

To see more information about the Predictive Scores, hover over the Pipeline Predict or Qualification Score tab. In the pop-up, click the Learn more link.

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The Pipeline Predict Score window shows the following information:

  • Top factors determining Pipeline Predict Score across all accounts
  • Likelihood of increase in opportunity per accounts
  • Top Pipeline Predict Accounts

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The Qualification Score window shows the following information:

  • Top factors determining Qualification Score across all accounts
  • Most Qualified Accounts

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To see the top factors that determine the Predictive Score for an individual account, go to an account’s card and hover over the score label (e.g. All, Advertising Only.) The pop-up shows the top factors that contribute to the Predictive Score for that account.

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Most Engaged Tab

The Most Engaged tab shows accounts with the most engagement minutes during the selected date range. Using the bar chart, you can see a snapshot of engagement over time. Hover over a bar to see engagement minutes by week. You can click on an individual account to open the Account dashboard. You can also click See all accounts to open the Engagement page in the Analytics section and see engagement for all accounts.

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Quick Actions

You can take the following quick actions when you hover over an account’s card:

  • Click the Salesforce icon Salesforce.png to access the account’s record in Salesforce.
  • Click the add to list icon Add_to_List.png to add the account to an existing static account list. For more information, see Take Action: Static Lists.

Important: The Salesforce quick action is only available if you have the integration set up.

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Intent Keywords

The Intent Keywords 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 individual account to open the Account dashboard. You can also click See all accounts to open the Intent page in the Analytics section and 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 shows Industries, Revenue, and Employees information for an account list. The bar charts in each tab shows the number of accounts in each industry, revenue range, or number of employee range. Firmographics data is sourced from your CRM and Demandbase. 

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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 or CSV upload.

You can click on an individual account to open the Account Dashboard. You can also click See all accounts to open the Accounts page and 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 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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