ABX Sales Insights Dashboard and Reports in Salesforce

  • Updated

By default, our Sales Insights reports are available as a Salesforce dashboard within the Demandbase (ABX Cloud) Salesforce app package.

The Sales Insights reports in the Salesforce dashboard contains relevant and actionable information on account journeys, intent, web page visits, engagement activities, and predictive scores for key accounts and people to get you started selling quickly.

Each report displays information based on the Owner ID field by default, or you can customize it

To access the Sales Insights reports in the Salesforce dashboard, select the Dashboards tab. Then select All Dashboards from the left navigation panel and search for Sales Insights.

If you need access, contact your Salesforce administrator. If you have access and permissions to set up Sharing in Salesforce, see Set Up Access to Sales Insights Dashboard and Reports in Salesforce.

Important: In Salesforce, there is a limit on dynamic dashboards you can install depending on your license. For more information, see the Salesforce documentation

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Accounts by Journey Stage

The report shows all accounts (by owner) and what stage of the buyer’s journey they’re in. It’s sorted by the Demandbase Journey Stage field. 

For each account, we show:

  • Account Name 
  • Engagement Minutes (7 days) 
  • Engagement Minutes (3 mo.) 
  • Web Traffic (3 mo.) 
  • High Intent Keywords 
  • High Intent Engagement Mins (1 mo.)

Hot Accounts

The report shows accounts with a Pipeline Predict Score >=99. It’s sorted by the Pipeline Predict Score field.

For each account, we show: 

  • Account Name
  • Pipeline Predict ScoreQualification Score
  • Engagement Minutes (3 mo.)
  • Web Traffic (3 mo.)
  • Engaged People
  • High Intent Keywords
  • High Intent Engagement Mins (1 mo.)
  • Last Activity

Re-Engaged Accounts

The report shows accounts with closed-lost opportunities in the past 90 days, Engagement Minutes (3 mo.) >=100, and Pipeline Predict Score >70. It’s sorted by the Engagement Minutes (3 mo.) field.
For each account, we show:

  • Account Name
  • Pipeline Predict Score
  • Qualification Score
  • Engagement Minutes (3 mo.)
  • Web Traffic (3 mo.)
  • Engaged People
  • High Intent Keywords
  • High Intent Engagement Mins (1 mo.)
  • Last Activity fields

High Intent Accounts

The report shows accounts with a Qualification Score >=70, and with High Intent Keywords. It’s sorted by the High Intent Engagement Mins (1 mo.) field.For each account, we show: 

  • Account Name 
  • Pipeline Predict Score 
  • Qualification Score 
  • Engagement Minutes (3 mo.) 
  • Web Traffic (3 mo.) 
  • Engaged People, 
  • High Intent Keywords 
  • High Intent Engagement Mins (1 mo.) 
  • Last Activity fields

Hot Contacts This Month

The report shows contacts with Engagement Minutes (3 mo.) >=20 at accounts in the MQA journey stage. It’s sorted by the Engagement Minutes (3 mo.) field.
For each account, we show:

  • Account Name
  • Last Name
  • First Name
  • Title
  • Journey Stage
  • Engagement Minutes (3 mo.)
  • Web Traffic (3 mo.)
  • High Intent Keywords
  • High Intent Engagement Mins (1 mo.)
  • Phone
  • Mobile
  • Email fields

Top Accounts

The report shows accounts with Pipeline Predict Score >=80, Qualification Score >=80,  in the Aware, Engaged, or MQA journey stage, and with High Intent Keywords. It’s sorted by the Qualification Score field.
For each account, we show:

  • Account Name
  • Pipeline Predict Score
  • Qualification Score
  • Engagement Minutes (1 mo.)
  • High Intent Keywords
  • Last Activity fields.

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