Upon initial installation of the AdRoll ABM App for Salesforce, an 'out-of-the-box' Dashboard called AdRoll: Account Engagement & Priority Dashboard will be automatically created under the Dashboard section of your Salesforce instance.
To reach the new AdRoll Custom Dashboard, log in to Salesforce and go to Dashboards > All Folders > AdRoll Custom Dashboards > AdRoll: Account Engagement & Priority Dashboard.
To configure your dashboard to be relevant to an individual sales representative, you have two options:
Option 1: Configure the Dashboard as Dynamic (Preferred)
Because its intention is to show only the data owned by each sales representative, this dashboard is designed to ideally be used as a dynamic dashboard. However, this option is limited by your Salesforce Edition and dynamic dashboard allowance availability.
If you have not exceeded your Dynamic dashboards limit according to your SalesForce Edition, you can configure the AdRoll: Account Engagement & Priority Dashboard as dynamic with setting "View Dashboard As: The dashboard viewer" (found under Edit Menu>Properties [Gear icon]). This will configure the dashboard to dynamically update with accounts that are assigned to the specific dashboard viewer when they open the dashboard.
Due to the limits on the number of this kind of dashboards, on most organizations it will be non-dynamic by default, with setting "View Dashboard As: Another person (your Integration User)".
Note: If you have exceeded your dynamic dashboard limit according to Salesforce, consider either modifying an existing dynamic dashboard so that it is no longer dynamic, or deleting one to free up space (make sure it is also cleared from your recycling bin).
Option 2: Make one copy of the dashboard for each sales representative
Alternatively, you may simply modify the dashboard’s running user for it to show the data of a specific sales representative: “View Dashboard As: Another person (a specific sales representative)”.
To make it useful to various different users, you could also create copies of the dashboard, one for each user:
Go to Edit the dashboard, and select Save As to make a copy specifying the user in the copy’s name. Then edit the copy to select the user in “View Dashboard As”, as above. Save it again and repeat for each user.
By default, the 'out-of-the-box' Dashboard is accessible for all Salesforce users with view-only access.
Out-of-the-box reports for individual Sales Reps
The AdRoll: Account Engagement & Priority Dashboard utilizes the following out-of-the-box reports to present data to your Sales Representatives.
Click on the report names below to learn more about each of the out-of-the-box Salesforce reports for individual Sales Reps available in the Dashboard section.
Identifies Spiking Accounts (High, Medium, Low) in the last 7 days using AdRoll's proprietary algorithm, which detects recent increases in levels of account engagement.
- Account Owner - The report is grouped by this field
- Current Journey Stage - The report is grouped by this field
- Account Name
- Account Website
- Spike Data
- Spike Level
- Spike Number of Matched Contacts
- Page Views in the Last 7 days
- Page Views in the Last 30 days
- Unique Visitors in the Last 7 days
- Spike Reason
- Very High Intent Keywords Last 7 days
- High Intent Keywords Last 7 days
Highlights assigned accounts that served an AdRoll ad impression in the last 30 days. Includes ad click metrics and AdRoll high/very high intent (keywords defined in AdRoll's platform).
- Account Owner - The report is grouped by this field
- Account Name
- Account Website
- Ad Impressions in the Last 30 days
- Ad Clicks in the Last 30 days
- Very High Intent Keywords Last 7 days
- High Intent Keywords Last 7 days
Accounts with an 'Engaged' journey stage (3+ page views in 30 days, paid/organic efforts). Used to show accounts with recent website engagement.
- Account Owner - The report is grouped by this field
- Current Journey Stage - The report is grouped by this field
- Account Name
- Account Website
- Journey Stage Change Direction
- Previous Journey Stage
- Journey Stage Change Date
- Journey Prediction
- Spike Data
- Spike Level
- Page Views in the Last 30 days
- Unique Visitors in the Last 30 days
- Very High Intent Keywords Last 7 days
- High Intent Keywords Last 7 days
Details on all assigned accounts, displaying their current journey stage (defined in AdRoll's platform). It includes key journey metrics such as the stage change date, stage movement (progression or regression), and the Journey Prediction score.
- Account Owner - The report is grouped by this field
- Current Journey Stage - The report is grouped by this field
- Account Name
- Account Website
- Journey Stage Change Direction
- Previous Journey Stage
- Journey Stage Change Date
- Journey Prediction
- Spike Data
- Spike Level
- Page Views in the Last 30 days
- Unique Visitors in the Last 30 days
- Very High Intent Keywords Last 7 days
- High Intent Keywords Last 7 days
Details on assigned/owned 'contacts' engagement metrics (page views) in the last 7, 30, and 60 days to monitor recent individual activity. Activity also includes AdRoll ad clicks in the last 60 days.
- Contact Owner - The report is grouped by this field
- First Name
- Last Name
- Page Views in the Last 7 days
- Page Views in the Last 30 days
- Page Views in the Last 60 days
- Ad Impressions in the Last 60 days
- Ad Clicks in the Last 60 days
Details on assigned/owned 'leads' engagement metrics (page views) in the last 7, 30, and 60 days to monitor recent individual activity. Activity also includes AdRoll ad clicks in the last 60 days.
- Lead Owner - The report is grouped by this field
- First Name
- Last Name
- Page Views in the Last 7 days
- Page Views in the Last 30 days
- Page Views in the Last 60 days
- Ad Clicks in the Last 60 days
Use Cases for Sales Reps
Prioritize high-intent/spiking accounts
The dashboard allows reps to quickly identify accounts with spiking engagement (High, Medium, or Low) over the last 7 days. This visualization ensures that reps focus their daily energy on the accounts most likely to convert right now.
Improve timing of outreach
Engagement spikes indicate short-term momentum. By monitoring the dashboard for these surges, Sales can reach out while interest is elevated, significantly increasing connect rates and the likelihood of a successful conversion.
Account-based selling & expansion
Use engagement spikes to trigger specific ABM plays. Whether it’s re-engaging a dormant account that has suddenly returned to your site or identifying upsell and cross-sell opportunities within existing customers, the dashboard provides the data needed to justify the outreach.
Outbound efficiency
Replace traditional cold outbound with intent-driven outreach. The dashboard helps reps work smarter by aligning their effort with real-time engagement signals, ensuring they prioritize accounts that are already interacting with your brand.
Sales + marketing alignment
The dashboard serves as a "source of truth" to validate that marketing and AdRoll programs are driving meaningful account-level engagement. This allows Sales to coordinate follow-up efforts while campaigns are still active, creating a unified experience for the prospect.
Pipeline acceleration
Identify accounts already in your funnel that may be ready to move through stages faster. Recent engagement surges often signal that a deal is reaching a decision point, allowing reps to lean in and accelerate the closing process.