Heatmaps provide a visual overview of trends in different aspects of Demandbase account activity. The information represented in the rows of a heatmap gets compared to the information represented in the columns, resulting in a grid representing various degrees of activity shown by different color shading (the darker the gradation, the larger the value).
For example, in the following heatmap, the darker shading in the Marketing row represents higher Engagement Minute values for roles in that department.
The following areas of Demandbase One include heatmaps:
- Engagement: Shows the number of Engagement Minutes.
- People: Shows the number of associated lead and contact records.
- Journeys: Shows the number of accounts in an identified Journey Stage.
In addition, if you have a Salesforce integration with Demandbase, you can choose additional data types to apply to rows and columns in the heatmap on the Visualforce page (for example, Account Location, Role, etc.).
View Options
You have two view options for selecting the data shown in heatmaps.
Preset
The Preset option allows you to select from default row and column combinations. For example, the combinations available for the heatmap on the Engagement page are shown in the following screenshot.
Custom
The Custom option allows you to select from all the fields and Segments available in Demandbase, as well as from integrated marketing automation systems and Salesforce. This gives you more flexibility to define the data shown in a heatmap.
Demandbase Admins can also use View Management to create a default heatmap to show for the Custom option. See Create and Manage User Views for how to create a heatmap with default settings.
Tip: At the top right of the heatmap, you can set the maximum number of heatmap rows displayed on the page.
Use Cases for Heatmaps with the Preset Option
There are many different ways to set up heatmaps, even if you rely on the Preset option. The following articles provide details about how to configure and view heatmaps in various areas of Demandbase One:
- For activity analytics in Engagement Minutes: 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
Use Cases for Heatmaps with the Custom Option
There are other useful row and column combinations that involve using the Custom option to render the heatmap. The following table has some recommendations.
| Row | Column |
|---|---|
|
Industry |
Region |
|
Account Tier |
Industry |
|
Account Tier |
Region |
|
Intent |
Industry |
For post-sales personas, the challenge of getting the pulse of existing customers can be harder. A couple challenges that heatmaps can help address include:
-
It’s hard to know who within the account is engaged: Use the Engagement View by Role.
- Don’t know what other products or services to upsell to existing customer: Find out the Intent keywords that get the most interest and the accounts that are showing higher engagement.
Filter Tables with Heatmaps
On Demandbase pages that include heatmaps, you can click on different areas of the heatmap to filter the data displayed in the accompanying table. You can click on column and row headers or individual entries in the heatmap.
For example, when you click on the VP column header in the heatmap, the data in the accompanying table updates to focus on people in VP roles.
Tip: Click the selected item again to revert the table to its original view with all data displayed.