[B2B Edition]{class="badge informative"} [B2P Edition]{class="badge informative"}

Real-time Customer Data Platform Insights data model B2B Edition

The Real-Time Customer Data Platform Insights data model for the B2B Edition exposes the data models and SQL that power the insights for account profiles. You can customize these SQL query templates to create Real-Time CDP reports for your B2B marketing and key performance indicator (KPI) use cases. These insights can then be used as custom widgets for your dashboards.

Prerequisites

This guide requires a working understanding of custom dashboards. Read the documentation on how to create a custom dashboard before continuing with this guide.

Real-Time CDP B2B insight reports and use cases B2B-insight-reports-and-use-cases

Real-Time CDP B2B reporting provides insights into your account profiles data and the relationship between accounts and opportunities. The following star schema models were developed to answer a variety of common marketing use cases and each data model can support several use cases.

Account Profile model account-profile-model

The Account Profile model is comprised of eight datasets:

The diagram below displays the relevant data fields in each dataset, their data type, and the foreign keys linking the datasets together.

The new accounts by industry use case accounts-by-industry

The logic used for the New accounts by industry insight returns the top five industries according to their number of account profiles and their relative size to each other. See the New accounts By Industry widget documentation for more information.

The SQL that generates the New accounts by industry insight is seen in the collapsible section below.

WITH RankedIndustries AS (
    SELECT
        i.industry,
        SUM(f.counts) AS total_accounts,
        ROW_NUMBER() OVER (ORDER BY SUM(f.counts) DESC) AS industry_rank
    FROM
        adwh_fact_account f
    INNER JOIN adwh_dim_industry i ON f.industry_id = i.industry_id
    WHERE f.accounts_created_date between UPPER(COALESCE('$START_DATE', '')) and UPPER(COALESCE('$END_DATE', ''))
    GROUP BY
        i.industry
)
SELECT
    CASE
        WHEN industry_rank <= 5 THEN industry
        ELSE 'Others'
    END AS industry_group,
    SUM(total_accounts) AS total_accounts
FROM
    RankedIndustries
GROUP BY
    CASE
        WHEN industry_rank <= 5 THEN industry
        ELSE 'Others'
    END
ORDER BY
    total_accounts DESC
LIMIT 5000;

The New accounts by type use case accounts-by-type

The logic used for the New accounts by type insight returns the numerical breakdown of accounts by their type. This insight can help to guide business strategy and operations, including resource allocation or marketing strategies. See the New accounts by type widget documentation for more information.

The SQL that generates the New accounts by type insight is seen in the collapsible section below.

SELECT t.account_type,
       Sum(f.counts) AS account_count
FROM   adwh_fact_account f
       JOIN adwh_dim_account_type t
         ON f.account_type_id = t.account_type_id
WHERE  accounts_created_date BETWEEN Upper(Coalesce('$START_DATE', '')) AND
                                     Upper(
                                     Coalesce('$END_DATE', ''))
GROUP  BY t.account_type
LIMIT  5000;

Opportunity model opportunity-model

The Opportunity model is comprised of seven datasets:

The diagram below displays the relevant data fields in each dataset.