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.
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.
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).
Accounts with an 'Engaged' journey stage (3+ page views in 30 days, paid/organic efforts). Used to show accounts with recent website engagement.
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.
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.
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.
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.