The Account-Based Marketing app includes prebuilt dashboards that explore the characteristics and performance. Each dashboard features several widgets that outline or visualize helpful metrics.
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 Close Date, Salesforce Campaign Name, Account Name, and Account Billing State.
For best results, filter your dashboards with a relative date, such as Last Week or Last 90 Days.
Pipeline Value
The Pipeline Value card includes a total pipeline value and a chart of monthly revenue. It also provides results from Einstein Discovery as Predicted Pipeline Value. To reveal these widgets, select this card.
| Widget | Type | Formula or Notes | Dataset Origin |
|---|---|---|---|
| Sales Activities and Pipeline | Value | Number of activities | ABM Events |
| Sales Activities and Pipeline | Graph | Number of activities in open opportunities, grouped by account name | ABM Events, ABM Opportunities |
| Influential Campaigns: Revenue | Value | Total revenue share for all won opportunities | ABM Campaigns |
| Influential Campaigns: Spend | Value | Total spend amount, via CampaignId.ActualCost field | ABM Campaigns |
| Influential Campaigns: ROI | Value | Percentage ROI based on Revenue Share and Spend values | ABM Campaigns |
| Influential Campaigns: Revenue Share | Graph | Each bar shows a campaign’s associated revenue share that’s based on won opportunities | ABM Campaigns |
| Open Opportunities by Account | Table | Raw data filtered by open opportunities | ABM Opportunities |
Accounts
The Accounts card includes a total number of accounts based on unique account IDs. The graph shows the number of accounts associated with closed opportunities, grouped by close month. To reveal these widgets, select this card.
| Widget | Type | Formula or Notes | Dataset Origin |
|---|---|---|---|
| Accounts by Region | Map | Number of unique account IDs, grouped by billing state | ABM Opportunities |
| Account Distribution: Industry | Graph | Number of opportunities grouped by industry | ABM Opportunities |
| Account Distribution: Campaigns | Graph | Total revenue share, grouped by campaigns | ABM Campaigns |
| Account Distribution: Account Type | Graph | Number of accounts, grouped by account type | ABM Opportunities |
| Account Reach Over Time: Accounts | Graph (line) | Number of unique account IDs, grouped by close date (month) | ABM Opportunities |
| Account Reach Over Time: Amount | Graph (bars) | Total opportunity amount grouped by close date (month) | ABM Opportunities |
| Open Opportunities by Account | Table | Raw data filtered by open opportunities | ABM Opportunities |
Closed Opportunities
The Closed Opportunities card includes a total number of won opportunities and a graph that shows those opportunities, grouped by close month. To reveal these widgets, select this card.
| Widget | Type | Formula and Notes | Dataset Origin |
|---|---|---|---|
| Top Opportunity Amount: By Industry | Graph | Won opportunity amounts grouped by industry | ABM Opportunities |
| Top Opportunity Amount: By Opportunity Type | Graph | Won opportunity amounts grouped by opportunity type | ABM Opportunities |
| Top Opportunity Amount: By Region | Graph | Won opportunity amounts grouped by billing country | ABM Opportunities |
| Top Accounts Won and Lost: Win Percentage | Graph | Number of won and lost opportunities, also shown as a percentage | ABM Opportunities |
| Top Accounts Won and Lost: Number | Value | Number of all closed opportunities | ABM Opportunities |
| Top Accounts: Won | Graph | Won opportunity amounts grouped by account name | ABM Opportunities |
| Top Accounts: Lost | Graph | Lost opportunity amounts grouped by account name | ABM Opportunities |
| Closed Opportunity Details | Table | Raw data filtered by closed opportunities | ABM Opportunities |