The Demandbase One for Sales (DB1S) Dashboard provides Playbooks with tailored account and people Plays. Plays are modular, guided workflows that surface the most important accounts or people to act on based on real-time engagement, intent, and persona signals.
You can also create customized playbooks and plays using the Sales Playbook Agent. See Understanding the Sales Playbook Agent.
Use Cases for the Demandbase One for Sales Dashboard
Use Case |
When to Use |
Key Features |
| Prioritization and Execution | Focus on the highest-priority accounts and people. | Journey-aware Plays and prioritized actions. |
| Faster Time to Value | Identify and act on high-potential accounts quickly. | Curated lists, real-time prioritization, and in-app actions. |
| Ramp Acceleration and Standardized Workflows | Help new team members follow consistent outreach workflows. | Default Playbook templates and guided actions. |
Access Sales Playbooks from the DB1S Homepage
- Log in to Demandbase One for Sales.
- From the left navigation bar, go to
Dashboard.
Important: Make sure you have the necessary license, permissions, and user view for Demandbase One for Sales. See Demandbase One for Sales Homepage License and Permissions Requirements.
Understanding Plays and Playbooks in DB1S
Playbook: A collection of plays used to organize and guide prospecting efforts.
Play: A saved view (filters + columns) within a playbook, used to identify and engage a specific set of accounts and/or people. Each Play functions as a dynamic, clickable card with embedded actions, allowing you to follow sequenced outreach steps.
Example
Playbook: SDR Outbound Playbook
Plays within the Playbook:
- Contacts on site in the last 7 Days
- Campaign responses without recent Sales touch
- MQAs with fewer than 5 Sales touches
Use GTM Segmentation and Filters on the DB1S Homepage
Use the following filters to tailor the Playbooks and Plays shown on the DB1S Homepage:
-
Buying Group: Use the Buying Group filter to select a Buying Group GTM segment. When you select a Buying Group, DB1S uses the criteria defined for that GTM segment (personas, intent, visited web pages, journey funnel, and activities) to dynamically recompute and re-rank Playbooks and Plays.
Tip: Hover over theinfo icon for a Buying Group to view the criteria defined for its GTM segment.
- Date Range: Filter for the last 7 days, 30 days, or 90 days.
- Account List: Select an account list.
- No sales touches (14d): Toggle on to filter the view to only show people with no sales touches in the last 14 days. Toggle off to display all people regardless of their sales touch status.
Interact With Plays on the DB1S Homepage
Select a Play on the DB1S homepage to view the accounts or people that match its criteria.
View Records in a DB1S Play
Each Play automatically sorts records by its most relevant metric. For example, account and people Plays sort by Engagement Points, while the news Play sorts by Article.
Tip: Use the Playbook sub-tab on the People tab to access tailored people-level Plays. See Understanding the Demandbase One for Sales People Tab.
View Account or Person Details from a DB1S Play
From a Play, you can open the full profile or a quick view for an account or person:
- Click the account or person name to open the full profile.
- Click anywhere else on the record tile to open the quick view.
Tip: To open the full profile from the quick view, click View account Details or View Person Details.
Take Action with Accounts in a DB1S Play
Select one or more accounts in the Play table to:
- Export the accounts to your CRM.
- Add the accounts to a watchlist.
- Export the accounts to a CSV file.
Take Action with People in a DB1S Play
Select one or more people in the Play table to:
- Use Take Action to act on the selected records.
- Add the people to a watchlist.
Standard Plays in the DB1S Global Playbook
The following standard Plays are available in the Global Playbook:
Play |
Description |
| Act on people that are highly engaged |
Known people with marketing engagement during the selected date range. Tip: Top Activity shows the activity with the highest engagement points during the selected date range. |
| Find people coming to my website | Known people with web page visits (with greater than 0 engagement points) during the selected date range. |
| Prioritize accounts that are in MQA |
Accounts in MQA Journey Stage during the selected date range. Important: MQA is determined by the stage designated as MQA in the Global Journey funnel. If no stage is designated as MQA, this Play returns all accounts regardless of their MQA status. Tip: Top Activity shows the activity with the highest engagement points during the selected date range. |
| Find accounts that are most engaged |
Accounts in pre MQA Journey Stages (based on Account Journey) ranked by the highest Intent engagement points during the selected date range. Tip: Top Activity shows the activity with the highest engagement points during the selected date range. |
| Find accounts that have the highest intent | Accounts in pre MQA Journey Stages (based on Account Journey) ranked by the highest engagement points during the selected date range. |
| Discover accounts that have been in the news recently |
Accounts with the most recent news articles in the last 30 days. Important: You can't duplicate or create custom plays using news data. |