When you install the Propensity Salesforce integration package, a set of pre-built dashboards and reports is automatically added to your Salesforce environment.
These out-of-the-box dashboards are designed to help marketing and sales teams immediately understand campaign performance, contact engagement, and pipeline influence without needing to build custom reports from scratch.
All required custom objects, including Propensity Marketing Data, are created automatically during installation and are ready to receive synced campaign data.
When to Use These Dashboards
Use the out-of-the-box dashboards when you want to:
Quickly assess ABM ROI
Prioritize hot contacts and engaged accounts
Track pipeline influence by campaign
Identify accounts demonstrating buying intent
Monitor campaign enrollment and contact warmth inside Salesforce
These dashboards reduce setup time and provide immediate visibility into ABM performance directly within your CRM.
What Is Included in the Standard Integration Package
The Propensity Salesforce package includes the following pre-built dashboards:
Propensity - ABM ROI Dashboard
Propensity - Sales Dashboard
Propensity - Sales Dashboard 2.0
Propensity - ABM Dashboard
These dashboards are customizable within Salesforce and begin populating with data once campaign activity is synced from Propensity.
Propensity - ABM ROI Dashboard
The ABM ROI Dashboard provides a high-level view of marketing performance and revenue impact.
This dashboard is designed primarily for marketing and revenue leadership teams.
Key Insights Included
Pipeline influence by campaign
Revenue attribution tied to Propensity campaigns
Marketing ROI visibility
Opportunity-level performance tied to engagement
Account engagement trends over time
Improvements in outbound-to-response ratios for target accounts
This dashboard helps teams understand how ABM efforts contribute to pipeline creation and closed revenue.
Included Reports
Propensity - Total Campaigns
Displays the total number of active campaigns. Provides a quick snapshot of overall campaign volume.
Propensity - Total Accounts
Shows the total number of accounts included in campaigns. Helps understand overall account coverage.
Propensity - Total Contacts
Displays the total number of contacts reached across campaigns. Helps quantify audience scale.
Propensity - Accounts by Campaign
Breaks down how many accounts are associated with each campaign. Helps evaluate campaign reach and distribution.
Propensity - Contact Warmth by Campaign
Shows the distribution of contact warmth across campaigns. Helps identify which campaigns are generating higher engagement.
Propensity - Contacts w/ Sales Tasks
Displays contacts associated with sales tasks over time. Helps track how sales engagement aligns with marketing activity.
Propensity - Contacts w/ Sales Events
Shows contacts involved in sales events over time. Helps measure how engagement translates into sales interactions.
Propensity - Influenced Opps
Displays the number of opportunities influenced by Propensity campaigns. Helps quantify pipeline impact.
Propensity - Influenced Pipeline
Shows the total pipeline value influenced by campaigns. Helps measure revenue impact.
Propensity - Contacts w/ Opps
Displays the number of contacts associated with opportunities. Helps connect engagement to opportunity creation.
Propensity - Influenced Opps by Stage
Breaks down influenced opportunities by sales stage. Helps understand how engagement contributes across the funnel.
Propensity - Influenced Opps by Campaign
Shows how different campaigns contribute to influenced opportunities. Helps identify which campaigns drive the most pipeline impact.
Propensity - Sales Dashboard
The Sales Dashboard is designed to help sales teams prioritize outreach and act on engagement insights.
Key Insights Included
Recently identified hot contacts from Propensity campaigns
Contact-level engagement data
Account-level website visit summaries
High engagement accounts without recent sales activity
Neglected accounts with high engagement but low recent sales activity
This dashboard enables sales reps and managers to identify contacts and accounts demonstrating strong engagement signals.
Included Reports
Propensity - Top Leads (Sales)
Displays the top individual contacts showing recent engagement signals, including contact warmth, recent activity, and engagement reasons. Helps prioritize outreach based on high-intent leads.
Propensity - My Accounts w/ Website Visits
Shows accounts with recent website activity, including pages visited and timestamps. Helps identify which accounts are actively researching and what content they are engaging with.
Propensity - Neglected ABM Accounts
Highlights target accounts with little or no recent engagement activity. Helps identify accounts that may need re-engagement or follow-up.
Propensity - Accounts with Recent Sales Activity
Displays accounts with recent sales-related activity. Helps track active opportunities and prioritize accounts already in motion.
Propensity - ABM Influenced Opps (Sales)
Shows opportunities influenced by Propensity-driven engagement. Helps connect marketing activity to pipeline impact and track influenced revenue.
Propensity - Sales Dashboard 2.0
The Sales Dashboard 2.0 is an updated version of the Sales Dashboard, designed to provide clearer visibility into contact and account engagement using newly available Propensity data fields.
This dashboard is designed to help sales teams prioritize outreach, understand engagement context, and act on high-intent signals more effectively.
Note: New installations of the Propensity Salesforce integration include Sales Dashboard 2.0. If you upgraded from a previous version, the original Sales Dashboard will remain available.
Key Insights Included
Contact-level engagement with additional context (e.g. most recent activity and engagement drivers)
Distribution of awareness and engagement across contacts
Recent website activity across ICP accounts
Account-level intent signals and research trends
Re-engagement opportunities from previously closed opportunities
Accounts with engagement but no recent sales follow-up
This dashboard is organized into two sections:
ABM Contacts - focused on individual contact activity and engagement
ABM Accounts - focused on account-level signals and trends
Included Reports
Propensity - Top Leads
Displays high-intent contacts with engagement details such as contact warmth, when the contact became hot, and the reason for that change. Helps prioritize outreach with clear context.
Propensity - Aware and Engaged Leads
Shows a distribution of contacts based on ad exposure and website engagement. Helps identify contacts with both high awareness and strong activity.
Propensity - Engaged Contacts from ICP Accounts
Displays contacts from target accounts with recent website activity, including the most recent page visited and when the visit occurred. Helps identify timely outreach opportunities.
Propensity - My Accounts with Website Visits
Shows accounts with recent website activity, including page-level engagement and timestamps. Helps identify active accounts and their areas of interest.
Propensity - Account Research Activity
Displays third-party intent signals across accounts, showing which topics your target accounts are actively researching. Helps align messaging and outreach strategies.
Propensity - Second Chance Opportunities
Highlights previously closed-lost opportunities that are showing new engagement signals. Helps identify re-engagement opportunities.
Propensity - Neglected ABM Accounts
Shows accounts with recent engagement but no recent sales activity. Helps ensure that engaged accounts are not missed by sales.
Propensity - ABM Dashboard
The ABM Dashboard provides simplified activity snapshots across target accounts.
Key Insights Included
Target account engagement by ad channel
Website activity breakdown by page
Intent topic engagement
Campaign enrollment summaries for accounts and contacts
Contact warmth by campaign
This dashboard is designed to give a quick, digestible overview of ABM performance and engagement trends.
Included Reports
Propensity - Engaged Accounts by Channel
Breaks down engaged accounts by marketing channel over time. Helps understand which channels are driving engagement and how performance trends evolve.
Propensity - Most Visited Web Pages
Displays the most frequently visited website pages across tracked accounts. Helps identify which content is attracting the most interest.
Propensity - Highly Engaged Contacts
Lists contacts with the highest engagement levels. Helps identify key individuals showing strong interest across target accounts.
Propensity - Most Popular Intent Signals
Shows the most common intent topics across accounts. Helps understand what topics your audience is actively researching.
Propensity - Top 100 Accounts
Displays the top accounts based on engagement and activity. Helps prioritize high-value accounts for sales and marketing efforts.
How Data Is Populated
When the Salesforce integration package is installed:
The Propensity Marketing Data, Propensity Website Visits, and Propensity Account Signals objects are automatically created to store ad impressions, ad clicks, website visits, and 3rd party intent activity records.
All required custom objects and associations are created.
Dashboards and reports are added to Salesforce.
Objects are ready to receive synced campaign data.
Data begins populating once campaign activity is synced from Propensity to Salesforce.
Customizing the Dashboards
All dashboards included in the Propensity Salesforce package are fully customizable within Salesforce.
You may:
Modify report filters
Add additional fields
Create new reports based on Propensity objects
Adjust dashboard layouts to match your sales process
The pre-built dashboards are intended to serve as a starting framework, enabling teams to adapt reporting to their specific workflows and pipeline structure.