Understanding Opportunity Insights Settings

The Opportunity Insights Settings page allows you to configure how Opportunity Insights identifies and measures influential touchpoints that contribute to pipeline progression and opportunity outcomes.

You can configure:

• Look-back periods.
• Engagement point thresholds.
• Ads metric thresholds.
• Activity exclusion rules.
• Influence weighting across touchpoints.

See Understanding Opportunity Insights.

Prerequisites

You must have admin rights in Demandbase.

Edit the Opportunity Touchpoint Look-back Period

The Opportunity Touchpoint Look-back Period settings determine how far back in time an activity can occur to be included as a valid touchpoint.

1. From the left navigation bar, go to Settings > Analytics > Opportunity Insights > Touchpoints tab.
2. For each touchpoint, go to the Action column, click the three dots, and click Edit Look-back Period.
3. Configure the following:
   • First Touch: The earliest qualifying activity that occurred within the lookback window before the Opportunity Creation Date. This touchpoint uses the oldest qualifying activity within that period.
   • Opportunity Creation Date: The date the opportunity record was created in your CRM.
   • Middle Touch: All qualifying activities that occurred between the First Touch and Opportunity Creation Date. Produces multiple rows per opportunity; revenue is split evenly across them.
   • Opportunity Pipeline Date: The date the opportunity entered Pipeline in your CRM.
   • Closure Date: The date the opportunity was closed.
4. Enter the desired look-back period (number of days, weeks, months, or years) and click Save.
   Tip: The maximum look-back period is 12 months.
   

Edit Opportunity Insights Settings

The Opportunity Insights settings determine how Opportunity Insights identifies and measures influential touchpoints across opportunities.

1. From the left navigation bar, go to Settings > Analytics > Opportunity Insights > Settings tab.
2. Configure the following:
   • Engagement Threshold: Minimum number of engagement points for an activity to qualify as an influential touchpoint.
   • Ad Metric Threshold: Minimum number of interactions for an ad metric to qualify as an influential touchpoint.
     • Advertising clicks
     • Advertising impressions
   • Excluded Activities: From the drop-down, select activities to exclude from opportunity influence analysis.
   • Configure Influence Weightage: Adjust the slider or enter a percentage to assign how much influence each touchpoint has on an opportunity.
     Tips: 
     • Weighting must total 100% across all touchpoints.
     • To distribute weight evenly across all touchpoints, click Distribute Evenly.
     • To reset to Demandbase recommended weighting, click Reset.
3. Click Save.
   

Outcome

Changes take effect within 24 hours.