Account Profiles dashboard

Last update: November 4, 2024

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  • User

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.

This document provides an overview of the features within the Account Profiles dashboard and details the available standard insights. See the Account Profiles UI guide for comprehensive details on its available features.

Getting started

You must be entitled to Adobe Real-Time Customer Data Platform B2B Edition to access the B2B Account Profiles dashboard.

Account profiles data

The Account Profiles dashboard displays a snapshot of your unified account information. This account information comes 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.

NOTE
Any changes or updates made to the data since the snapshot was taken will not be reflected in the dashboard until the next snapshot is taken.

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.

The Platform UI with Account Profiles in the left navigation highlighted and the overview tab displayed.

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.

Date filter

The Overview tab is composed of widgets that provide read-only metrics to convey important information about your account profiles. Select the calendar icon or dates to change the global date filter for your widgets.

IMPORTANT
The date range that you select in the dropdown calendar affects all insights except the two predictive scoring widgets (distribution and top influential factors).

The Account Profiles overview tab with the date selector and filter icon highlighted.

Configure the lead to account matching service

Select Settings to configure the lead to account matching service from the Account settings dialog. For full details on how to configure your lead to account matching, see the UI guide. To learn more about lead to account matching, refer to the lead to account matching in Real-Time CDP B2B documentation.

The Account Profiles dashboard with Settings highlighted.

Browse account profiles

From the Browse tab, you can search and view the read-only account profiles ingested into your organization. Use an account ID from a connected enterprise source or enter source details directly. From this workspace, 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 Profiles browse tab with results displayed and the Profile ID highlighted.

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.