In Company Settings page, you can set up the following:
- Configurable Journeys Fiscal Year
- Select the fiscal month you want the ABM Scorecard to start.
- 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)
- Assign Engagement Minutes to either Salesforce campaigns or Marketo programs to avoid duplication. See Understanding Engagement Minute Categories and Activity Types for more information.
- 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."
- 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.
To access the Company Settings page, from the left navigation bar, go to Settings > Demandbase-Wide Settings > Company Settings.
Additional Resources