Account Profiles dashboard
The Adobe Experience Platform user interface (UI) provides a dashboard through which you can view important information about your account profiles, as captured during a daily snapshot. This guide outlines how to access and work with the Account Profiles dashboard in the UI and provides more information regarding the visualizations displayed in the dashboard.
For an overview of all of the features within the account profile user interface, please visit the account profile UI guide.
Getting started
You must be entitled to Adobe Real-Time Customer Data Platform B2B Edition in order to access the B2B Account Profiles dashboard.
Account profiles data
The Account Profiles dashboard displays a snapshot of unified account information from the multiple sources across your marketing channels and the diverse systems that your organization currently uses to store customer account information.
The profile data in the snapshot shows the data exactly as it appears at the specific point in time when the snapshot was taken. In other words, the snapshot is not an approximation or sample of the data, and the Account Profiles dashboard does not update in real-time.
Explore the Account Profiles dashboard
To navigate to the Account Profiles dashboard within the Platform UI, select Profiles under Accounts in the left navigation panel.
From the Account Profiles dashboard you can either browse the account profiles ingested into your organization, or view the entirety of your account profile data at a glance using widgets that visualize aspects of the data.
Browse account profiles browse-account-profiles
The Browse tab allows you to search and view the read-only account profiles ingested into your organization using an account ID from a connected enterprise source or by entering source details directly. From here you can see important information belonging to the account profile including, their name, industry, revenue, and audience among others.
Select the Profile ID from the results displayed on the Browse tab to open the Details tab for the account profile.
The account profile information displayed on the Details tab has been merged together from multiple profile fragments to form a single view of the individual account. See the documentation on browsing account profiles in Adobe Real-Time Customer Data Platform to learn more about account profile viewing capabilities in the Platform UI.
The Account Profiles Overview overview
The Overview tab is composed of widgets that provide read-only metrics to convey important information about your account profiles. Select Modify dashboard to change the appearance of the Overview tab by moving and resizing widgets.
Please refer to the document on modifying dashboards and the Widget library overview to learn more.
Standard widgets standard-widgets
Adobe provides standard widgets that you can use to visualize different metrics related to your account profiles.
To learn more about each of the available standard widgets, select the name of a widget from the following list:
Total accounts by industry total-accounts-by-industry
This widget displays the total number of accounts in a single metric and uses a donut chart to illustrate the proportional sizes of counts for the industries that make up the overall number. The key provides colour coding information for the different industries that make up the donut chart.
Individual counts for the different industries are displayed in a dialog when the cursor hovers over the respective section of the donut chart.
Account profiles added account-profiles-added
This widget uses a colour coded bar chart to illustrate the count of profiles added to an account over a given period of time, and the proportion of different industries that constitute these added profiles. The industries are colour coded, and a key provides the colour coding information for the different industries that make up the bar chart. The period of analysis is selected from the widget dropdown menu. The bar chart can be visualized over a 30 day, 90 day, and a 12 month period.
Predictive scoring distribution predictive-scoring-distribution
The Predictive scoring distribution widget shows the score distribution of all account profiles to help you understand the health of your sales pipeline at a glance. The scoring data is conveyed through a donut chart and a column chart.
The donut chart illustrates the proportion of your total account profiles in each of the high, medium, and low propensity to buy buckets. The key provides more details on the color-coded sections including the scoring bucket ranges and the number of account profiles in that range.
The column chart provides a more granular scoring breakdown. Each column shows the number of account profiles in each of the 20 five-point-increment buckets.
The dropdown menu within the widget allows you to select the account scoring model.
Predictive scoring top influential factors predictive-scoring-top-influential-factors
The Predictive scoring top influential factors widget helps you to understand the most significant factors that drive the scores for each propensity bucket.
This widget shows the top influential factors for each of the high, medium, and low propensity buckets. A bar for each influential factor indicates the percentage of the account profiles in that propensity bucket that contains the specific influential factor.
The dropdown menu within the widget allows you to select the account scoring model.
Next steps
By following this document, you should now know how to locate the Account Profiles dashboard. You should also understand the metrics displayed in the available widgets. To learn more about working with account profiles as part of your B2B data in the Experience Platform UI, please refer to the account profiles overview for Adobe Real-Time CDP, B2B Edition.