Set Up Role-Based Customizable Dashboards

Context

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

You can customize which sections and reports appear for each dashboard, so that each role can quickly find what they’re looking for and take the appropriate action.

Prerequisites

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

You must have Admin privileges.

Steps

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 Sections page opens.
   Tip: To update a dashboard, click the dashboard name in the table.
3. Customize a dashboard:
   By default, the Dashboard Sections page includes all available sections and no individual reports. You can accept the default settings or customize your dashboard as follows:
   a. To add a section, search for it from the Select… drop-down list.
   b. To remove a section, click the minus sign on the right.
   
   c. To add a report, search for it from the same Select... drop-down list.
   d. Drag and drop sections and reports to change the order they appear.
   e. Click Save Dashboard.
   Tip: To delete dashboards, select the check box next to each dashboard and click Delete. 
   
   
4. Assign a dashboard to a user view:
   a. From the left navigation bar, go to  Settings > User Management > View Management and select a view. See Create and Manage User Views.
   b. In the General tab, select the dashboard from  the Analytics Dashboard drop-down list.
   

Outcome

The users assigned to the view see the Analytics dashboard that you created and assigned.

By default, the following sections can be displayed on the Analytics drop-down for Accounts:

By default, the following sections can be displayed on the Analytics drop-down for Account Lists: