Dashboard Data Visibility Policy dashboard-data-visibility-policy

In order to provide a better experience in our dashboards, we’ve established data visibility policies for objects we report on. It’s important to note that as you become familiar with our new Discover dashboards, you may notice lower numbers compared to the old dashboards. This is due to a change in our data representation methodology, where the new dashboards now have specific visibility guidelines. Unlike our old Discover dashboards, which show all available data, the new version shows only the data per the visibility policy. This article aims to clarify how visibility policies for different data objects are and ensure transparency and accurate data interpretation from the reports.

Object
Visibility
Account
Forever
Contact
Forever
Lead
Forever
User Touchpoints
Last 5 years, based on touchpoint date
Cost
Last 2 years
Conversion Rates
Last 2 years
Opportunity
Last 2 years, based on opportunity close date
Stage Transitions (Lead and Opportunity)
Last 5 years, based on transition in date
Campaign
Forever
Campaign Members
Last 5 years, based on campaign member creation date
CRM Tasks
Last 5 years, based on task creation date
CRM Events
Last 5 years, based on event start date
Activities (Marketo and AEP)
Last 5 years, Based on event date
Sessions
Last 5 years, Based on event date
Page Views
Last 5 years, Based on event date
Form Submits
Last 5 years, Based on event date
recommendation-more-help
9deee213-85c8-4c42-8ba8-089345b91d20