The Company Settings page allows administrators to configure organization-wide settings that affect how data is displayed and calculated in Demandbase One for Marketing.
Important: Changes to Company Settings take effect immediately.
Prerequisites to Access Company Settings
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Access Company Settings
From the left navigation bar, go to Settings > Demandbase-Wide Settings > Company Settings.
Configure the Fiscal Year for Journey Reporting
Under Configurable Journeys Fiscal Year, select the month your fiscal year starts. Demandbase uses this setting when comparing account list journey data on the Journeys Summary page.
Configure Engagement Points Assignment
Under Engagement Points Assignment Preference, select whether to assign Engagement Points to Salesforce campaigns or Marketo programs to avoid duplication.
See Understanding Engagement Point Categories and Activity Types.
Show Pipeline and Revenue in Journey Analytics
Under Show Opportunity Screen in Analytics, choose whether to display Pipeline and Revenue amounts in the Journeys Summary KPI Cards.
Configure Opportunity Amount Fields for Journey Analytics
Under 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 opportunity amount field must be a Currency field type.
If Multiple Journeys is 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)
Configure Auto-Archiving Lists
Under Auto-Archiving Lists, configure settings for automatically archiving inactive Account, People, and Opportunity Lists.
See Manage Auto-Archived Account, People, and Opportunity Lists.