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Create a Custom Dashboard or Lens in B2BMA with Account Engagement Datasets

Дата публикации: Dec 20, 2025
Описание

When you create a custom B2B Marketing Analytics dashboard or lens and the output is much lower than expected, it's sometimes due to differences in how the app organizes raw data vs. dashboard data. When configured incorrectly, customizations can show statistics from a single day instead of many.

In the raw data, one row represents an email's engagement statistics for a single day. However, in the default dashboard, the data is shown grouped by the email name. 

For example, the default Engagement dashboard includes a List Email Engagement section that uses the Email Viz Data component. This component is built on the Account Engagement Email Dataset, which includes the Stats Date field. The SAQL for this component includes: 
q = group q by email_name

Note: This grouping difference appears in any Account Engagement dataset that uses the Stats Date field to organize data, such as Landing Pages and Visitors datasets.

Решение

In a B2B Marketing Analytics dashboard, to make sure your data appears as expected, you can use the Query Builder to build your custom dashboard or lens off the Account Engagement Emails dataset. Under Bars, group by the field Name (email_name) or Email ID (email_id).

Or

Open Query Mode, and edit the SAQL to include q = group q by email_name. 

In this example, foreach does a sum of the desired metric. By using group q by email_name and the sum('metric'), you aggregate the metrics in your custom lens or dashboard by each asset.

q = load "pdEmail";
q = group q by email_name;
q = foreach q generate sum('delivered') as 'delivered', sum('unique_html_opens') as 'unique_html_opens', 'email_name' as 'email_name';
q = limit q 100;

 

More information: Queries and Custom Queries, Create a Query with the Explorer

Note: Account Engagement Support will not assist with building and/or modifying queries used in custom dashboards.

Номер статьи базы знаний

000389423

 
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Salesforce Help | Article