The Company Settings page allows administrators to configure organization-wide settings that affect how certain data is displayed and calculated across Demandbase.
Important: Changes are applied immediately after you make an edit.
Access Company Settings
From the left navigation bar, go to Settings > Demandbase-Wide Settings > Company Settings.
Important: You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Configurable Journeys Fiscal Year
Select the month that marks the start of your fiscal year. This setting is used when comparing account list journey data on the Journeys Summary page.
Engagement Points Assignment Preference
Assign Engagement Points to either Salesforce campaigns or Marketo programs to avoid duplication. See Understanding Engagement Point Categories and Activity Types.
Show Opportunity Screen in Analytics
Choose whether to display Pipeline and Revenue amounts in the Journeys Summary KPI Cards.
Opportunity Configurations
Select the opportunity amount field used to calculate Pipeline and Revenue values in the Journeys Summary KPI cards. See Designate Stages in Journey Builder.
Important: The selected field must be a Currency field type.
If you have the Multiple Journey feature enabled, you can select a different opportunity amount field for each Journey Funnel. The Journey Funnel name appears in parentheses. For example:
- Opportunity Amount Field (Product A)
- Opportunity Amount Field (Product B)
Auto-Archiving Lists
See Manage Auto-Archived Account, People, and Opportunity Lists.