Use Tables in Site Analytics

Context

The Accounts and Pages tables in Site Analytics show detailed metrics about web page visits. You can adjust and sort columns, export data, take action, and see graphs directly from the tables. 

• In the Accounts table, you can see details about the accounts visiting your website over the time period specified on top of the page. You can also expand the table rows to see the pages an account visited.
• In the Pages table, you can see the web pages visited by accounts over the time period specified on top of the page. You can also expand the table rows to see the accounts that visited a web page.

Prerequisites/Preparation

• You must first deploy a Demandbase Tag to your company's web pages. See Deploy Demandbase One Tag for more information. 
• To see site analytics data in the tables, web page visits must have a score assigned in Engagement Minute settings. See Set Up Engagement Minutes for Activities for more information. 

Steps: Apply Engagement Filters

1. From the left navigation bar, go to  Analytics > Site Analytics. 
2. Select an account or account list. 
3. Select a date range.
4. Use saved filters or quick filters for exact match criteria.
   
   

Steps: Use the Site Analytics Tables

1. On the Site Analytics page, scroll down to the table and click the Accounts or Pages tab.
   
2. Accounts tab: To see the web pages that an account visited, click the arrow next to the account name.
   
   
3. Pages tab: To see the accounts that visited a web page, click the arrow next to the page URL.
   
   
4. To sort the table by the information in a specific column, click the column header. 
5. To search the table, click the search icon  and enter a search term. Searches return full and partial text matches.
6. To export the table to a CSV file, click Export.
7. To change the columns in the table, do the following:
   Important: Edit columns is only available for the Accounts table. 
   1. Click Edit Columns at the bottom of the table.
   2. To add a column, use the Select drop-down list and select columns to display. 
   3. To remove a column, click the minus icon.
   4. To “freeze” a column, click the lock icon. This forces the table to display the column on the left side regardless of scrolling actions.
   5. To restore default columns, click Default. This removes all non-default fields from the table.
   6. To rearrange the order of columns, click on a column and drag it to the new location.
   7. Click Apply.
      

Steps: Use Take Action in the Accounts Table 

When you find accounts you want to follow up with, you can directly take action from a table. See Taking Action with Accounts and People for more information. 

Important: Take Action is only available for the Accounts table. 

1. Click the Accounts tab at the top of the table.
2. Select the checkboxes next to the accounts you want to take action on. Click Take Action and complete the action.
   
   

Steps: Use the Table Visualizer

The  table visualizer provides a graphical representation of the data in the Accounts and Pages tables. It shows an easy to read graph of the top and bottom accounts and pages for different metric types. 

1. Click the Accounts or Pages tab at the top of the table.
2. Click Visualize.
   
3. To see the top and bottom performing accounts or pages, click Top 5 and select one of the ranking options. 
4. To change the metric type, click Page Views (Accounts table) or Accounts Visited (Pages table) and select one of the available options. The options available differ for each table and chart type selected.
5. To change the graph format, click Line Chart and select Line Chart or Bar Chart. 
6. To change the time period, click Auto, Daily, Weekly, or Monthly.  
7. To return to the table, click Close. 
   

Steps: Filter for Accounts by Source 

You can filter the table to only see existing accounts from your CRM, MAS, and CSV imports, net new accounts surface by Demandbase, or both. 

Important: The Accounts from all Sources filter is only available for the Accounts table.  

1. Click the Accounts tab at the top of the table. 
2. Click the Accounts from All Sources drop-down list.
   
3. Select the account type you want to see. 
   • Accounts from All Sources: Accounts surfaced by Demandbase and all CRM, MAS, and CSV imports.
   • CRM, MAS, or CSV Sourced Accounts: Accounts from your CRM, MAS, and CSV imports.
   • Demandbase Discovered Accounts: Accounts surfaced by Demandbase. These accounts are not in your CRM, MAS, or CSV. See Net New Accounts for more information.