Heatmaps provide a visual overview of account activity by comparing row and column data in a grid. Color shading indicates activity levels - the darker the shade, the higher the value.
For example, in the following heatmap, darker shading in the Marketing row indicates higher Engagement Point values for roles in that department.
Access Heatmaps
The following articles show how to configure and view heatmaps in various areas of Demandbase:
- For activity analytics in Engagement Points: Understanding Activities
- For engagement by location: View Activity Locations
- For engagement by People categories (leads and contacts): Understanding the Person Dashboard and People Page
- For Journey Stages progress: Understanding the Journey Volume Dashboard
- For Journey conversion: Understanding the Journey Conversion Dashboard
- For metrics about the average number of days accounts take to move to the next Journey Stage: Understanding the Journey Velocity Dashboard
View Options for Heatmaps
You can use preset or custom options to segment the data shown in heatmaps.
Preset Option
The Preset option allows you to select from default row and column combinations.
Custom Option
The Custom option allows you to select from all the fields available in Demandbase, as well as from integrated CRM and marketing automation systems (MAS). This gives you more flexibility to define the data shown in a heatmap.
You can use View Management to create a default heatmap to show the Custom option. See Create and Manage User Views.
Tip: At the top right of the heatmap, you can set the maximum number of heatmap rows displayed on the page.
Examples for Heatmaps with the Custom Option
The following examples are some useful row and column combinations to customize heatmaps.
Row |
Column |
|---|---|
| Industry | Region |
| Account Tier | Industry |
| Account Tier | Region |
| Intent | Industry |
Filter Tables using Heatmaps
On Demandbase pages that include heatmaps, you can click on different areas of the heatmap (column and row headers or individual entries) to filter the data displayed in the table.
For example, when you click on the VP column header in the heatmap, the table shows data for people in VP roles.
Tip: Click the selected item again to revert the table to its original view.