Understanding Demandbase One for Marketing Dashboard and Reports in Salesforce

The Demandbase Salesforce app package includes a Sales Insights dashboard with Demandbase One for Marketing reports. These reports provide actionable insights into account journeys, intent, website visits, engagement activities, and predictive scores for key accounts and people.

By default, each report displays data based on the Owner ID field. You can customize the reports to meet your needs.

Access the Sales Insights Dashboard in Salesforce

1. In Salesforce, go to the Dashboards tab.
2. From the left navigation panel, select All Dashboards.
3. Search for and open Sales Insights.

If you don't have access to the dashboard, contact your Salesforce administrator. If you have the required permissions to configure sharing, see Set Up Access to Sales Insights Dashboard and Reports in Salesforce.

Important: Salesforce limits the number of dynamic dashboards available based on your Salesforce edition and license. See Salesforce's article Increase 'Maximum Number of Dynamic Dashboards' limit.

Accounts by Journey Stage Section

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

Hot Accounts Section

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 Points (3 mo.)
• Web Traffic (3 mo.)
• Engaged People
• High Intent Keywords
• High Intent Engagement Mins (1 mo.)
• Last Activity

Re-Engaged Accounts Section

Accounts with closed-lost opportunities in the past 90 days, Engagement Points (3 mo.) >=100, and Pipeline Predict Score >70. It’s sorted by the Engagement Points (3 mo.) field.

For each account, we show:

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

High Intent Accounts Section

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 Points (3 mo.) 
• Web Traffic (3 mo.) 
• Engaged People, 
• High Intent Keywords 
• High Intent Engagement Mins (1 mo.) 
• Last Activity fields

Hot Contacts This Month Section

Contacts with Engagement Points (3 mo.) >=20 at accounts in the MQA Journey Stage. It’s sorted by the Engagement Points (3 mo.) field.

For each account, we show:

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

Top Accounts Section

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 Points (1 mo.)
• High Intent Keywords
• Last Activity fields.