Understanding Company Settings for Journeys and Opportunities

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In Company Settings you set up the following:

  • 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 Pipeline and Revenue amounts in the Journeys Dashboard and the Pipeline and Closed/Won amounts for the Program Impact page. 
  • Engagement Minutes Assignment Preference (for Marketo + Salesforce integrations only)  
  • Opportunity Configurations
    • Select the CRM or CSV field you want to use to calculate the Pipeline and Revenue amounts for the Journeys Dashboard and the Pipeline and Closed/Won amounts for the Program Impact pages. 
      Important: Field type must be "currency." 

To access the Company Settings page, from the left navigation bar, go to 123456.png Settings > Demandbase-Wide Settings > Company Settings


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