Configure Settings for Role-Based Customizable Dashboards

Context

Role-Based Dashboards let you create customizable Analytics dashboards that provide role-specific information. By default, Demandbase provides you with a Sales Dashboard and a Marketing Dashboard. You can also create your own dashboards or customize the existing ones further for each of your roles.

After you finish customizing your dashboards, you can assign them to user views so users see sections and reports you added. For more information, see the following articles:

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

Dashboard Page Types

To ensure each role can quickly find what they’re looking for and take appropriate action, you can select the sections and reports that appear in their dashboard. For each dashboard, you can configure the following page types: 

• Account List
• Single Account
• Single Person

As you add, remove, or rearrange items for each page type, the page preview updates to show how the page will look for your users.

Default Dashboard Sections

By default, the Sales and Marketing Dashboards have the following sections added for each page type:

Sales Dashboard

Account List

• Highlights
• Accounts
• Intent Keywords
• Discovered by Demandbase
• Site Analytics

Single Account

• KPI Cards
• Highlights
• Timeline
• Intent Keywords
• Predictive Scores

Single Person

• Communication History
• Engagement Minute Trend
• Activities

Marketing Dashboard

Account List

• KPI Cards
• Site Analytics
• Intent Keywords
• Accounts
• Discovered by Demandbase
• Active Ad Campaigns

Single Account

• KPI Cards
• Timeline
• People Heatmap
• Intent Keywords
• Predictive Scores

Single Person

• Communication History
• Engagement Minute Trend
• Activities

Prerequisites/Preparation

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

Users must be created in Demandbase. See Create and Manage Users. 

Steps: Create and Customize Dashboards

1. From the left navigation bar, go to  Settings > Analytics > Dashboard Settings.
2. Create a dashboard:
   a. Click Create New.
   b. Enter the Dashboard Name and click Create. The Dashboard Builder opens.
   Tip: To update a dashboard, click the dashboard name in the table.
3. Customize a dashboard:
   a. Select the Account List, Single Account, or Single Person tab to customize the page type for the dashboard.
   b. To add a section or report, search for it from the Select… drop-down list.
   c. To remove a section or report, click the minus sign on the right.
   
   d. To change the order that sections and reports appear, drag and drop them.
   
   e. To save your dashboard, click Save Changes at the top of the page.
   

Steps: Manage Dashboards

1. From the left navigation bar, go to  Settings > Analytics > Dashboard Settings.
2. To duplicate, rename, edit, or delete a dashboard, hover over the dashboard name, click the gear icon that appears, and select an option.
   Important: You cannot delete dashboards assigned to user views or dashboards with a System Dashboard label next to the name.
3. To preview a dashboard in a new browser tab, hover over the dashboard name and click the open new tab icon that appears.
4. To see the user views a dashboard is assigned to in the View Management page, click the number in the Assigned Views column.
   
   Tip: To delete multiple dashboards, select the checkbox next to each dashboard in the table and click Delete.
   
   

Steps: Assign Dashboards to User Views

1. From the left navigation bar, go to  Settings > User Management > View Management.
2. Click on the name of a user view to open it. For more information about user views, see Create and Manage User Views.
3. In the General tab, select the dashboard you want to assign to the user view from the Dashboard drop-down list.