Company Settings: Journeys and Opportunities

  • Updated

In Company Settings you set up the following:

  • Configurable Journeys Fiscal Year
  • Show Opportunity Screen in Analytics
  • Opportunity Configurations

To access the Company Settings page, click the Settings cogwheel icon in the left panel and Navigate to Demandbase-Wide Settings > Company Settings

company_settings.png

Configurable Journeys Fiscal Year

Select the fiscal month you want the ABM Scorecard to start. 

Show Opportunity Screen in Analytics

Select if you want to show the Opportunity screen in Analytics. 

Opportunity Configurations

Select the field you want to use to calculate Revenue and Pipeline for the Account Journey Dashboard and the Account List Program Impact pages. 

OpportunityConfigurations.png

 

 

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