By default, our Demandbase One for Marketing reports are available as a dashboard within the Demandbase Salesforce app package.
The reports within 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 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. See Salesforce's documentation.
Accounts by Journey Stage
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
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
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
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
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
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.