Configure Settings for Role-Based Customizable Dashboards

Demandbase dashboards allow you to customize the sections and reports that users see on the Account List, Account, and Person pages based on their roles.

Demandbase provides two default dashboards: Sales Dashboard and Marketing Dashboard. You can customize these dashboards or create additional dashboards to meet the needs of different teams.

After configuring a dashboard, assign it to a user view to control which users see the customized sections and reports.

See:

• Understanding the Account List Dashboard and Account Dashboard
• Understanding the Person Dashboard and People Page.

Dashboard Page Types

You can configure the sections and reports that appear on the following dashboard page types:

You can add, remove, and rearrange sections and reports for each page type. As you make changes, the dashboard preview updates to show how the page appears to users.

Default Sales and Marketing Dashboard Sections

Demandbase provides the following sections in the default Sales and Marketing Dashboards.

You can customize these default sections or create dashboards with different sections and reports.

Prerequisites to Configure Dashboards

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

• Users must be created in Demandbase before you can assign dashboards through user views. See Create and Manage Users.

Create and Customize Dashboards

1. From the left navigation bar, go to Settings > Analytics > Dashboard Settings.

2. Click Create New.

3. Enter a Dashboard Name and click Create. The Dashboard Builder opens.

4. Select the Account List, Single Account, or Single Person tab.

5. Customize the sections and reports for the selected page type:
   • Add: Search for and select a section or report from the Select… drop-down.
   • Remove: Click the minus icon next to a section or report.
   • Rearrange: Drag and drop sections and reports to change their display order.
6. Repeat steps 4 and 5 for any additional page types you want to customize.
7. Click Save Changes.
   

Tip: To customize an existing dashboard, click its name on the Dashboard Settings page to open the Dashboard Builder.

Manage Existing Dashboards

You can duplicate, rename, edit, delete, and preview dashboards from the Dashboard Settings page.

1. From the left navigation bar, go to Settings > Analytics > Dashboard Settings.

2. Find the dashboard you want to manage.

3. Use the following options:

   Action	Steps
   Duplicate, rename, edit, or delete	Hover over the dashboard name, click the gear icon, and select an option.
   Preview	Hover over the dashboard name and click the open new tab icon to preview the dashboard in a new browser tab.
   View assigned user views	Click the number in the Assigned Views column to open the associated user views in View Management.
   Delete multiple dashboards	Select the checkboxes next to the dashboards you want to delete and click Delete.

Important: You cannot delete dashboards assigned to user views or dashboards labeled System Dashboard.

Assign Dashboards to User Views

After creating or customizing a dashboard, assign it to a user view to make it available to users associated with that view.

See Create and Manage User View Management.

1. From the left navigation bar, go to Settings > User Management > View Management.

2. Click the name of the user view you want to update.

3. On the General tab, select the dashboard from the Dashboard drop-down.
4. Click Save.