Opportunities are sourced from your CRM and CSV imports. See Understanding the Demandbase Database.
Important: You can only see opportunities matched to an account.
Opportunity Dashboard Overview
The Opportunity Dashboard shows engagement for a single opportunity during the selected date range.
Access Opportunity Dashboard
- From the left navigation bar, go to
Database > Opportunities.
- Click an opportunity name.
- Click top right Go to Dashboard.
Opportunity Details in Opportunity Dashboard
The Opportunity Details section shows key information about an opportunity. You can expand the section by clicking the arrow next to the Take Action button.
From the section you can:
- Manage Account: Click to go to
Database > Account to see more information about the related account.
- Account: Click to go to the related Account Dashboard.
- Take Action: Click to take action with a related account. See Understanding Take Action.
Highlights in Opportunity Dashboard
The Highlights section shows the top people and activities for an opportunity, sorted by engagement points.
Timeline in Opportunity Dashboard
The Timeline section shows top activities for the opportunity by Marketing Engagement activities, Sales Engagement activities, or both.
You can also see the Journey Stage transitions of the opportunity, indicated by the crown icon.
The Journey and Opportunity bar charts show how an account progresses through journey and opportunity stages, including how long it spends in each stage.
Activities in Opportunity Dashboard
The Activities section shows activities for an opportunity.
Tips: You can adjust and sort columns, search for accounts, and export data directly from the table.
Opportunities Page Overview
The Opportunities page shows opportunities in the selected account, account list, or opportunity list during the selected date range.
Access Opportunities Page
- From the left navigation bar, go to
- Select an account, account list, or opportunity list from the top drop-down.
- From the left navigation bar, go to
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 people, and export data directly from the table.