Sales Insights Dashboard and Reports within Salesforce

  • Updated

Introduction

Our Sales Insights reports are available as an out-of-the-box dashboard within the Demandbase ABM Salesforce package for Salesforce Lightning.

DemandbaseTab.png

The 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 dashboard, select the Dashboards tab. Then select All Dashboards from the left Navigation panel and search for Sales Insights.

If you need access, speak to 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.

Reports

Accounts by Journey Stage

This dashboard 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

This dashboard 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

This dashboard 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

This dashboard 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

This dashboard 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

This dashboard 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.

See Set Up Access to Sales Insights Dashboard and Reports.

Was this article helpful?

2 out of 2 found this helpful