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:
Go to Reports → Dashboards → Create Dashboard
Name it "ABM Account Engagement"
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:
Go to Dashboards → New Dashboard
Name it "ABM Account Engagement"
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