Understanding the Site Customization Dashboards

  • Updated

Site Customization Dashboards provide near real-time reporting for Site Customization Audiences built from existing Account Lists.

Dashboards are available for all experiences and also individual experiences.

Key Benefits

  • Show the value of site customization with clear engagement metrics.
  • Compare performance across experiences on the dashboards using consistent, easy-to-understand reporting.
  • Identify which calls to action (CTAs) and modifications drive the most engagement.

Important:

  • Dashboard data typically appears within 30 minutes of an event.
  • Use a static account list to report on all targeted accounts. With a dynamic account list, reporting is limited to accounts currently in the list.
  • You can enable click tracking on any number of elements. Demandbase records only the first click on each tracked element, per visitor session.

Enable Dashboard Reporting

To enable dashboard reporting, build the Audience from an existing Account List. 
Important: Site Customization dashboards are not available for Audiences created using selectors.

Main Dashboard for All Site Customization Experiences 

The main dashboard shows a Performance Tracking chart and a table of all site customization experiences.

Performance Tracking Chart

The Performance Tracking chart shows the percentage and total number of domains or accounts targeted across all experiences.

Tip: You can filter the data by date range and view data by domain or account.

Views and clicks are counted by unique company ID or domain. Activity is combined for accounts that share the same parent company and domain.

  • Current Audience: Total number of targeted accounts.
  • Viewed: Number of accounts or domains that viewed an experience during the selected date range.
  • Clicked: Number of accounts or domains that clicked a tracked customization.

Custom Experiences Table

The Custom Experiences table shows the following details for each experience:

  • Experience Name
  • State
  • Priority
  • Location Type
  • Total Modifications
  • Clicks
  • Start Date
  • Last Edited Date

You can also take the following actions directly from the table:

Dashboard for Individual Experiences

The individual experience dashboard shows reporting for a specific Site Customization experience, including experience metrics and a table of targeted domains or accounts.

Experience metrics show overall engagement and performance for specific buttons, links, headlines, and other customizations tracked with tags.

To track an element, enable Track Clicks in Experience Builder. See Customize Web Pages.
Important: When you enable click tracking, Demandbase automatically assigns a tag based on the element type and text. You can rename the tag or create your own custom tag to identify the modification in dashboard reporting.

Experience Metrics

Experience metrics shows targeted, viewed, and clicked data.

Tip: You can filter by date range and view data by domain or account.

Targeted

Shows the number of domains or accounts targeted by the experience. The bar chart shows how the audience progresses from targeted to views and clicks.

Viewed

Shows the total number of experience views, by day, during the selected date range.

Clicked

Shows the number of clicks by tag, helping you identify which customizations visitors interacted with. 
Important: Clicks on customizations without tags appear as Untagged.

Domains and Accounts Table

The Domain and Account table shows the following details for domains or accounts targeted by the experience:

  • Domains: Views, clicks, and account count.
    Tip: Click the expand arrow next to the domain to see all related accounts.
  • Accounts: Account name, number of employees, industry, state, view, and clicks.

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