People (Leads and Contacts) are sourced from your CRM, Marketing Automation System (MAS), and CSV imports. See Understanding the Demandbase Database.
Within the Analytics section, you can see the Person Dashboard and People Page.
Person Dashboard Overview
The Person Dashboard shows engagement for a single person during the selected date range.
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From the left navigation bar, go to
Database > People.
- Click a person's name.
- Click top right Go to Dashboard.
Tip: To filter the person dashboard, use the quick filters at the top of the page. See Create and Manage User Views (View Management).
Switch Person Dashboard
Users can switch between person dashboards if they have permission to view the dashboards. From the person dashboard, click the top dashboard drop-down, and select a dashboard.
Tip: Admins can customize the dashboard sections from the Dashboard Setting page.
Person Details in Person Dashboard
The Person Details section shows key information about a person. You can expand the section by clicking the arrow next to the Take Action button.
From this section you can:
- Manage Person: Click to go to
Database > People and see more information about the person.
- Account: Click to go to the related Account dashboard.
- Take Action: Click to take action with a person. See Understanding Take Action.
Communication History in Person Dashboard
The Communication History section shows email messages and meetings between your company and the selected person. For communication history to appear, your company can set up an Email Service Account or individual users can authenticate their own Google or Microsoft account.
Click on an email message to see the full message.
Important: The information in the Communication History section is not based on the selected date range.
Engagement Point Trend in Person Dashboard
The Engagement Point Trend section shows Engagement Points for a person. You can change the time increment to see Engagement Points by days, weeks, or months.
You can also hover over the trend line to see additional engagement details.
Activities in Person Dashboard
The Activities section shows activities for a person.
Tips:
- You can adjust and sort columns, search for accounts, and export data directly from the table.
- If the Heatmap section is available, clicking a cell updates the data in the table.
Heatmap in Person Dashboard
The Heatmap section provides a visual overview of the activities for a person. See Understanding Heatmaps.
People Page Overview
The People page shows people in the selected account, account list, or people list during the selected date range.
Access People Page
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From the left navigation bar, go to
Analytics > Dashboard.
- Select an account, account list, or people list from the top List or Account drop-down.
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From the left navigation bar, go to
People Heatmap in People Page
The People Heatmap provides a visual overview of your ABM coverage, showing how many people you have within your target accounts. Each number represents the count of people records in a category. See Understanding Heatmaps.
People Table in People Page
The People table shows people in the selected account, account list, or person list.
Tips:
- To filter the page, use the quick filters at the top of the page. See Create and Manage User Views (View Management).
- You can adjust and sort columns, search for accounts, and export data directly from the table.