Marketing Campaign Intelligence Dashboards
The Marketing Campaign Intelligence app includes prebuilt dashboards to meet the needs of everyone on your sales and marketing teams. Each dashboard features several widgets that outline or visualize helpful metrics. Use global filters to focus the data on a time frame, campaigns, or accounts.
Required Editions
| Available in: Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Premium Edition. |
| Available in: Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Plus and Advanced Editions with the B2B Marketing Analytics Plus add-on. |
Global filters on the Account-Based Marketing dashboard include Date Range, Salesforce Campaign Name, Account Name. When you filter by Salesforce Campaign Name, connected Account Engagement campaigns are included. By default, the Archived Prospects filter is set to exclude archived prospects.
Campaign Performance
In addition to the main global filters, the Campaign Performance card includes an Influence Model filter, which adjusts results by campaign influence model type. Opportunities on the Campaign Performance card are associated with a campaign influence record.
The Campaign Performance card includes a total ROI percentage that’s derived from Revenue Share and Actual Cost fields. The graph shows won opportunities’ revenue share, grouped by close month. To reveal these widgets, select this card.
| Widget | Type | Formula or Notes | Dataset Origin |
|---|---|---|---|
| Created Opportunities | Value | Number of opportunities | MCI Campaign Influence |
| Created Opportunities | Sparkline | Number of opportunities by creation date (month) | MCI Campaign Influence |
| Cumulative Campaign Revenue Over Time | Graph | Revenue share compounded month over month using closed date | MCI Campaign Influence |
| Top Campaigns: Revenue & Cost | Graph | Values via RevenueShare and ActualCost fields, grouped by campaign name | MCI Campaign Influence, MCI Campaigns |
| Top Campaigns: ROI | Graph | ROI derived from revenue and cost values | MCI Campaign Influence, MCI Campaigns |
| Campaign Performance By Country | Graph | Total revenue share and expected campaign revenue, grouped by billing country | MCI Campaign Influence |
| Account Engagement | Graph | Number of campaign members per campaign, grouped by account name | MCI Campaign Members |
| Campaign Details | Table | Raw data filtered by won opportunities | MCI Campaign Influence |
Campaign Engagement
In addition to the main global filters, the Campaign Engagement card includes filters for Business Unit and Archived Prospects. You can also filter this card by the Asset Type and Activity Type.
The Campaign Engagement card includes a total engaged prospects value based on unique prospect IDs. The graph shows how many prospects were created per month. To reveal these widgets, select this card.
| Widget | Type | Formula or Notes | Dataset Origin |
|---|---|---|---|
| Monthly Engagement | Graph | Number of assets accessed and activities performed by month. | B2BMkt Activity And Prospect |
| Asset Engagement by Job Title | Matrix | Number of engagement activities for assets or actions, per job title of the associated prospect | B2BMkt Activity And Prospect |
| Campaigns | Graph | Number of prospects who have engaged with certain asset types | B2BMkt Activity And Prospect |
| Asset Types | Graph | Number of unique prospects who engaged with assets on a Salesforce campaign | B2BMkt Activity And Prospect |
| Countries | Graph | Number unique prospects in the dataset, grouped by billing country | B2BMkt Activity And Prospect |
| Audience Details | Table | Raw data filtered by active prospects | B2BMkt Prospect |
