Intelligent Dashboard

Documentation Journey Optimizer B2B Journey Optimizer B2B Edition Documentation

Last update: Thu Feb 27 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

The Intelligent Dashboard provides a comprehensive view of buying group and account metrics, helping you to monitor and strategize your Marketing efforts more effectively.

To access the Intelligent Dashboard, select the Dashboard item in the left navigation.

Access the Intelligent Dashboard {width="800" modal="regular"}

The Intelligent Dashboard also provides access to account and buying group detail pages that includes two types of generative AI features:

Summaries for accounts and buying groups
Intent detection for person, buying group, and account

NOTE

Intent data is included when it is configured for your Journey Optimizer B2B Edition instance. It also requires one or more published journeys or created buying groups. For more information about the Intent Detection model and how to submit keywords, products, and categories, see Intent Data.

To make use of the information and insights provided by the Intelligent Dashboard, your Journey Optimizer B2B Edition instance must have the required items in place:

Type

Requirement

Buying group stages

Set up buying group stages and add to created buying groups.

Buying group highlights

Set up buying group stages and add to created buying groups.

Account surge

One or more published journeys or created buying groups.

Account highlights

One or more published journeys or created buying groups.

Contact coverage

One or more created buying groups (stages not needed).

Contact overlap

One or more created buying groups (stages not needed).

Account detail page

One or more published journeys.

Buying group detail page

One or more created buying groups (stages not needed).

Buying group stages buying-group-stages

The Buying Group Stages chart provides an overview of buying group progression across different stages (based on transition rules set up by an administrator).

NOTE

Availability of buying group stages requires configuration of the buying group stages. See Buying group stages for detailed information about stages and how to define and enable stages for buying groups.

Buying group stages data visualization {width="800" modal="regular"}

The chart uses the buying group stages from the most recently published version of the buying group stages model. There are two bars for each stage. The first bar indicates the number of buying groups on the first date of the selected time frame. And the second (in comparison) is the number of buying groups on the last date of the time frame. You can hover over each bar to see the number of buying groups in each stage.

Hover over the bar to view detailed numbers {width="400"}

Generative AI summary

Click a bar to surface a generative AI summary of buying groups in that stage for the selected time period.

Click the bar to view a generative AI summary {width="500"}

The generated summary provides an overview of buying group progression across different stages based on the configured transition rules.

Time period time-period-stages

Use the date filter at the top right to change the date range for the data visualizations. Click the down arrow to set a relative date range, or to set custom start and end dates.

Click the Filter ( ) icon at the top left to filter the data display using any of these attributes:

Solution Interest
Account
Stage name

Buying group highlights buying-group-highlights

The Buying group highlights section is organized into three rows to surface information about the buying groups of interest to your organization.

Buying group highlights {width="800" modal="regular"}

Top 5 buying groups by engagement - This row displays the top engaged buying groups based on their normalized engagement score.
Top 5 High velocity buying groups - This row displays the top buying groups based on the velocity with which they are progressing through the buying group stages.
Top 5 Stagnant buying groups - This row displays the most stagnant buying groups that are not progressing through stages despite a high completeness score.

Each card includes the following data:

Buying group name. Click the name to open the buying group detail page.
Account name. Click the name to open the account detail page (hyperlinked to account detail page).
Current stage for the buying group.
Engagement score (normalized across all buying groups). If all buying groups have the same top score, it displays the last updated score.
Completeness score (ranging from 1-100). If all buying groups have the same top score, it displays the last updated score.
Category intent. Click View details to view the intent data:

{width="500" modal="regular"}
- The details popup displays the category name with intent level at the top.
- The data for each row is organized in columns: the product name, product intent strength, and top keywords by intent strength.
- The sort order is high to low for category, product, and keywords. If one or more of each type has the same intent strength, the sort uses alphabetical order.

NOTE

At the top right of the Buying group highlights panel, click View All to navigate to the Buying groups list page.

Click the Filter ( ) icon at the top left to filter the data display using any of these attributes:

Solution interest
Buying group
Account

Time period time-period-bg-highlights

Use the date filter at the top right to change the date range for the data visualizations. Click the down arrow to set a relative date range, or to set custom start and end dates.

Surging accounts account-surge

The Surging accounts section displays a visualization of the accounts with a significant change in engagement momentum within the selected time frame.

NOTE

Account surge data is limited to accounts that are ingested by Journey Optimizer B2B Edition in an account audience through account journeys or buying groups.

Account surge data visualization {width="800" modal="regular"}

Hover over each bar to view the number of accounts in each category.

Hover over the bar to view the detailed numbers {width="400"}

Click a bar to surface a generative AI summary of the accounts in the category for the selected time frame.

Click the bar to view a generative AI summary {width="500"}

Click the Filter ( ) icon at the top left to filter the data display using any of these attributes:

Solution interest
Industry
Region

Time period time-period-acct-surge

Use the date filter at the top right to change the date range for the data visualizations. Click the down arrow to set a relative date range, or to set custom start and end dates.

Account highlights account-highlights

The Account highlights section is organized into two rows to surface information about the accounts of interest to your organization.

NOTE

Account highlight data is limited to accounts that are ingested by Journey Optimizer B2B Edition in an account audience through account journeys or buying groups.

Account highlights {width="800" modal="regular"}

Surging accounts - This row displays the accounts with a significant increase in engagement momentum over the selected time frame.
At-risk accounts - This row displays the accounts with a significant decrease in engagement momentum over the selected time frame.

Each card includes the following data:

Account name. Click the name to open the account detail page.
Generative AI summary of the account.
Keyword intent. Click View details to view the intent data:

{width="500" modal="regular"}
- The details popup displays the category name with intent level at the top.
- The data for each row is organized in columns: the product name, product intent strength, and top keywords by intent strength.
- The sort order is high to low for category, product, and keywords. If one or more of each type has the same intent strength, the sort uses alphabetical order.

NOTE

Click the Filter ( ) icon at the top left to filter the data display using any of these attributes:

Solution interest
Buying group

Time period time-period-acct-highlights

Use the date filter at the top right to change the date range for the data visualizations. Click the down arrow to set a relative date range, or to set custom start and end dates.

Contact coverage contact-coverage

The Contact coverage section displays a visualization of the number of contacts with a specific role associated with a solution interest. Assignment of role and solution interest is based on the buying group template.

NOTE

Contact coverage data is based on the buying groups that are created in the Journey Optimizer B2B Edition instance.

Account surge data visualization {width="800" modal="regular"}

Hover over each cell to view the number of contacts in the role/solution interest.

Hover over the bar to view the detailed numbers {width="400"}

Click a cell to view detailed information for the contacts in the role/solution interest.

Click the cell to view contact details {width="700" modal="regular"}

Click the Filter ( ) icon at the top left to filter the data display using any of these attributes:

Solution interest
Accounts

Contact overlap contact-overlap

The Contact overlap section displays a list of contacts who are part of more than one buying group as a result of being associated with multiple solution interests.

NOTE

Contact overlap data is based on the buying groups that are created in the Journey Optimizer B2B Edition instance.

Contact overlap table {width="800" modal="regular"}