Build Your ABM Dashboard in Your CRM

What is an ABM Overview Dashboard?

An ABM Overview Dashboard centralises all your account engagement data in one view. It shows which target accounts are engaging, their activity levels, and pipeline influence - giving sales and marketing teams a unified view of account health and priority.

Examples:

Hubspot

Salesforce

HubSpot Dashboard Configuration

Create Your Dashboard:

1. Go to Reports → Dashboards → Create Dashboard

2. Name it "ABM Account Engagement"

3. Add these key reports:

• High-Engagement Accounts (Companies with Userled engagement > 0)

• Pipeline Influence (Deals with Userled touchpoints)

• LinkedIn Ad Performance (Accounts by impression/click volume)

• Recent Activity (Latest Userled engagement by account)

Salesforce Dashboard Configuration

Create Your Dashboard:

1. Go to Dashboards → New Dashboard

2. Name it "ABM Account Engagement"

3. Add these key components:

• Top Engaged Accounts (Accounts by Userled engagement score)

• Pipeline Attribution (Opportunities with Userled influence)

• Activity Timeline (Recent engagement by account)

• Campaign Performance (Attribution by campaign type)

How to use the information for strategic decision-making

Daily Actions:

• Prioritise outreach to accounts showing recent high engagement

• Alert sales reps when their accounts spike in activity

• Identify hot accounts for immediate follow-up

Weekly Reviews:

• Analyse engagement trends across your target account list

• Spot pipeline opportunities from engaged but unconverted accounts

• Adjust campaign focus based on which accounts are responding

Monthly Planning:

• Scale successful campaigns driving highest engagement

• Re-engage dormant accounts with low activity scores

• Forecast pipeline based on engagement leading indicators

Alternative Use Cases for ABM Dashboard Data

Reporting: How to leverage the dashboard for various reporting needs.

• Executive Reporting: Show engagement trends and pipeline influence

• Campaign ROI: Prove which campaigns drive account engagement

• Sales Performance: Track how engagement correlates with closed deals

Account Scoring: Using the data to score accounts based on engagement and potential.

• Engagement Score: Combine LinkedIn + website + campaign activity

• Intent Scoring: Weight recent activity higher than historical

• Propensity Modeling: Predict likelihood to buy based on engagement patterns

Prioritised List Building: How to generate prioritised lists for sales and marketing efforts.

• Hot Account Lists: High engagement + open opportunities

• Nurture Lists: Medium engagement needing more touchpoints

• Re-engagement Lists: Previously active accounts now dormant

• Expansion Lists: Existing customers showing new engagement

Revenue Attribution in Userled
Monitor Userled Impact in your CRM