Salesforce: dashboard

Modified on Fri, 15 Dec, 2023 at 2:51 AM

Buyer Discovery Dashboard in Salesforce


The Buyer Discovery dashboard in Salesforce shows account intent signals segmented by revenue size, employee size, competitors viewed, categories viewed, and more. 



Buyer Discovery dashboard





These dashboards are helpful to:


  • Identify accounts showing intent in a specific sales territory
  • Identify the top competitors being viewed for your product
  • Select accounts for targeted outreach based on specific competitors viewed
  • Identify the top categories being viewed for your product
  • Select accounts for targeted outreach based on specific categories viewed




Add these Buyer Discovery dashboards into your Salesforce org using this unmanaged package link:


https://login.salesforce.com/packaging/installPackage.apexp?p0=04tEa0000004xpV&isdtp=p1



Here are the steps:


Copy the unmanaged package link above into your web browser and go to the page




Log into your Salesforce account





Choose to install for Admins only or all users, and click Install





Once the install is complete, access the BD Dashboards by clicking on the App Launcher Icon, then selecting Dashboards




On the dashboards list, you will see the Buyer Discovery dashboard




Click on the dashboards to see your data in a new format










Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article