Best Practices for Reports

1. Add the Role selector to filter for CXO, VP, and Director roles.
2. Add a Relationship selector for People with Activities and filter for Marketing Engagements in the past day.
3. Exclude people with Sales Engagement in the past 7 days.
4. Add a Relationship selector for People with No Opportunity Contact Roles with Opportunity and set Is Closed to False to exclude people associated with open opportunities.
5. Click Save.

1. Go to the Layout tab.
2. Add the following table columns:
   • Account Name
   • Full Name
   • Title
   • Engagement Points (7 Days)
   • Engagement Points (3 Months)
3. Set Sort By to Engagement Points (3 Months) in Descending (Desc) order to show the most engaged executives first.
4. Set Max Rows to the number of records to display in the email.
5. Click Save.

Tip: The default Max Rows value is 10. Increase this value to display more records directly in the email. Recipients can click See Full Report to view all matching records in Demandbase.

1. Add an Engagement selector to find accounts with activity in the past 7 days.
2. Exclude accounts with recent Sales Engagement.
3. Add a Relationship selector to find accounts with Closed Lost Opportunities from more than three months ago.
4. Exclude accounts with Open Opportunities to focus on accounts without an active pipeline opportunity.
5. Click Save.

1. Go to the Layout tab.
2. Add the following table columns:
   • Account Name
   • Owner Name
   • Engagement Points (7 Days)
   • Qualification Score
3. Set Sort By to Qualification Score in Descending (Desc) order to prioritize accounts with the highest scores.
4. Click Save.

1. Add the Is Closed selector and set it to False to find open opportunities.
2. Add a Marketing Engagement selector for activity in the past day.
3. Exclude opportunities with Sales Engagement in the past 14 days.
4. Click Save.

1. Go to the Layout tab.
2. Add the following table columns:
   • Name
   • Owner Name
   • Opportunity Name
   • Stage
   • Created Date
   • Close Date
   • Sales Touches (14 Days)
   • Web Page Visits (30 Days)
3. Set Sort By to Engagement Points (7 Days) in Descending (Desc) order to prioritize opportunities with the highest engagement.
4. Click Save.

1. Add a Marketing Engagement selector for activity in the past day.
2. Add a Relationship selector to find activities associated with accounts that have Open Opportunities with a Close Date in the next 3 months.
3. Click Save.

1. Go to the Layout tab.
2. Add the following table columns:
   • Account Name
   • Full Name
   • Title
   • Engagement Points (7 Days)
   • Engagement Points (3 Months)
3. Configure Sort By in the following order:
   • Full Name: Ascending (Asc) to group activities by person.
   • Engagement Points: Descending (Desc) to show the highest engagement values first within each person's activities.
4. Click Save.

Tip: A person may have multiple activities in one day. Sorting by Full Name first helps group those activities together.