Account-Based Marketing Dashboard
Use Account-Based Marketing dashboards to understand how opportunities and contacts from one account engage with your marketing and sales assets. To use Account-Based Marketing dashboards, enable the integration user’s access to B2B Marketing Analytics.
Required Editions
| Available in: Account Engagement Plus, Advanced, and Premium Editions with Salesforce Enterprise Edition or higher |
| Available for additional cost in legacy Account Engagement Pro or Ultimate Editions with Salesforce Enterprise Edition or higher |
Dashboard Reference
B2B Marketing Analytics features optional account-based marketing
offerings that come from three datasets: pdAbmContact,pdAbmEvent, and pdAbmOpp.
The Account-Based Marketing Dashboard can contain up to 10,000 accounts. If you have more, some accounts don’t appear.
| Metric Label | Description | Formula | Origin |
|---|---|---|---|
| Pipeline Value | Sum of monetary value associated with open opportunities | Sum of Amount values on open opportunities | ABM Opportunity dataset |
| Open Opportunities | Number of open opportunities associated with the selected accounts | Count of open opportunities with an Amount value of more than $0 | ABM Opportunity dataset |
| Contacts | Number of contacts associated with selected accounts | Count of contact records | ABM Contact dataset |
| Avg. Engagement Score | Average Score among all contacts | (Sum of Score values) / (Count of contacts) | ABM Contact dataset |
| Sales Events | Number of sales activities for the selected accounts | Count of sales activities | ABM Event dataset |
Other charts—There are a few other tables and charts that appear on the Account-Based Marketing dashboard.
- Pipeline Value by Account—Horizontal bar graph showing the sum of monetary value associated with opportunities in the SQL stage.
- Engagement Score by Account—Horizontal stacked graph showing the average engagement score per account.
- Sales Events by Account—Horizontal stacked graph showing the number of sales activities.
- Opportunities: Revenue Win Percentage—Donut chart showing percent of revenue won versus lost. Uses opportunity record from Salesforce.
- Opportunities: Stage Value by Account—Horizontal stacked graph showing the sum of monetary value for each account, grouped by pipeline stage. Uses opportunity record from Salesforce.
- Opportunities: Table—Table of data associated with selected accounts: account name, opportunity name, owner name, amount, account industry, and close date. To open an action menu, click an account, opportunity, or owner name.
- Sales Activities: Time Spent on Events—Horizontal bar graph showing the sum of hours that opportunity owners have spent on activities associated with the selected accounts.
- Sales Activities: Number of Sales Events—Donut chart showing the number of activities that opportunity owners have spent on activities associated with the selected accounts.
Dataset Reference
Account-Based Marketing Contact Dataset
| Label | Field |
|---|---|
| Account Name | AccountId.Name |
| Contact Pardot Score | WhoID.pi__score__c |
Account-Based Marketing Event Dataset
| Label | Field |
|---|---|
| Account Name | AccountId.Name |
| Contact ID | WhoId.ID |
| Contact Name | WhoId.Name |
| Contact Pardot Grade | WhoID.pi__grade__c |
| Contact Pardot Score | WhoID.pi__score__c |
| Contact Title | WhoId.Title |
| Duration | DurationInMinutes |
| Event Account ID | AccountId.Id |
| Owner ID | OwnerId.Id |
| Owner Name | OwnerId.Name |
Account-Based Marketing Opportunity Dataset
| Label | Field |
|---|---|
| Account Industry | AccountId.Industry |
| Account Name | AccountId.Name |
| Account Owner ID | AccountId.OwnerId.Id |
| Amount | Amount |
| Close Date | CloseDate |
| Opportunity Name | Name |
| Owner Name | AccountId.OwnerId.Name |
- Give Analytics Integration User Access to B2B Marketing Analytics
The Analytics Integration User in your org facilitates the transfer of analytics data to B2B Marketing Analytics. For transfers to work properly, add field-level security to the Analytics Cloud Integration User profile.
