文档 Journey Optimizer B2B Journey Optimizer B2B Edition 文档

智能仪表板

Last update: Wed Mar 25 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

主题：
功能板
购买组

创建对象：

用户

智能仪表板可全面查看购买群组和帐户指标，帮助您更有效地监控和制定营销策略。

要访问智能仪表板，请在左侧导航中选择 仪表板 项。

访问智能仪表板 {width="800" modal="regular"}

智能仪表板还提供对帐户和购买群组详细信息页面的访问权限，这些页面包括两种类型的创作AI功能：

帐户和购买组的摘要
人员、购买组和帐户的目标检测

NOTE

为您的Journey Optimizer B2B edition实例配置目的数据后，即会包含目的数据。还需要一个或多个已发布的历程或创建购买组。有关意图检测模型以及如何提交关键字、产品和类别的详细信息，请参阅意图数据。

要利用智能功能板提供的信息和见解，您的Journey Optimizer B2B edition实例必须配备以下所需项目：

类型

要求

设置购买组阶段和添加到已创建的购买组。

设置购买组阶段和添加到已创建的购买组。

一个或多个已发布的历程或创建了购买群组。

一个或多个已发布的历程或创建了购买群组。

已创建一个或多个购买组（不需要阶段）。

已创建一个或多个购买组（不需要阶段）。

一个或多个已发布的历程。

已创建一个或多个购买组（不需要阶段）。

购买群组阶段 buying-group-stages

购买组阶段图表提供了跨不同阶段的购买组进展的概览（基于管理员设置的过渡规则）。

NOTE

Availability of buying group stages requires configuration of the buying group stages. See Buying group stages for detailed information about stages and how to define and enable stages for buying groups.

Buying group stages data visualization {width="800" modal="regular"}

The chart uses the buying group stages from the most recently published version of the buying group stages model. There are two bars for each stage. The first bar indicates the number of buying groups on the first date of the selected time frame. And the second (in comparison) is the number of buying groups on the last date of the time frame. You can hover over each bar to see the number of buying groups in each stage.

Hover over the bar to view detailed numbers {width="400"}

Generative AI summary

Click a bar to surface a generative AI summary of buying groups in that stage for the selected time period.

Click the bar to view a generative AI summary {width="500"}

The generated summary provides an overview of buying group progression across different stages based on the configured transition rules.

时段 time-period-stages

Use the date filter at the top right to change the date range for the data visualizations. Click the down arrow to set a relative date range, or to set custom start and end dates.

Click the Filter ( ) icon at the top left to filter the data display using any of these attributes:

Solution Interest
帐户
阶段名称

购买群组亮点 buying-group-highlights

The Buying group highlights section is organized into three rows to surface information about the buying groups of interest to your organization.

购买群组亮点 {width="800" modal="regular"}

Top 5 buying groups by engagement - This row displays the top engaged buying groups based on their normalized engagement score.
Top 5 High velocity buying groups - This row displays the top buying groups based on the velocity with which they are progressing through the buying group stages.
Top 5 Stagnant buying groups - This row displays the most stagnant buying groups that are not progressing through stages despite a high completeness score.

Each card includes the following data:

Buying group name. Click the name to open the buying group detail page.
Account name. Click the name to open the account detail page (hyperlinked to account detail page).
Current stage for the buying group.
Engagement score (normalized across all buying groups). If all buying groups have the same top score, it displays the last updated score.
Completeness score (ranging from 1-100). If all buying groups have the same top score, it displays the last updated score.
Category intent. Click View details to view the intent data:

{width="500" modal="regular"}
- The details popup displays the category name with intent level at the top.
- The data for each row is organized in columns: the product name, product intent strength, and top keywords by intent strength.
- The sort order is high to low for category, product, and keywords. If one or more of each type has the same intent strength, the sort uses alphabetical order.

NOTE

At the top right of the Buying group highlights panel, click View All to navigate to the Buying groups list page.

Click the Filter ( ) icon at the top left to filter the data display using any of these attributes:

解决方案兴趣
购买群组
帐户

时段 time-period-bg-highlights

Use the date filter at the top right to change the date range for the data visualizations. Click the down arrow to set a relative date range, or to set custom start and end dates.

激增帐户 account-surge

The Surging accounts section displays a visualization of the accounts with a significant change in engagement momentum within the selected time frame.

NOTE

Account surge data includes only accounts that Journey Optimizer B2B Edition ingests through account journeys or buying groups.

Account surge data visualization {width="800" modal="regular"}

Hover over each bar to view the number of accounts in each category.

Hover over the bar to view the detailed numbers {width="400"}

单击条形，以显示所选时间范围内类别中帐户的创作AI摘要。

单击栏以查看创作AI摘要 {width="500"}

单击左上角的筛选器 （）图标，以使用以下任一属性筛选数据显示：

解决方案兴趣
行业
区域

时段 time-period-acct-surge

使用右上角的日期过滤器可更改数据可视化的日期范围。单击向下箭头可设置相对日期范围，或设置自定义开始日期和结束日期。

帐户亮点 account-highlights

帐户重点部分分为两行，以显示有关您组织感兴趣的帐户的信息。

NOTE

帐户突出显示数据仅包括Journey Optimizer B2B edition通过帐户历程或购买组摄取的帐户。

帐户摘要 {width="800" modal="regular"}

正在激增的帐户 — 此行显示了在所选时间范围内参与度增长显着的帐户。
有风险的帐户 — 此行显示了在所选时间范围内参与度动量显着减少的帐户。

每个信息卡都包含以下数据：

帐户名称。单击名称以打开帐户详细信息页面。
帐户的生成AI摘要。
关键词意图。单击 查看详细信息 查看目的数据：

{width="500" modal="regular"}
- 详细信息弹出窗口显示类别名称，意图级别位于顶部。
- 每行的数据按列组织：产品名称、产品意图强度和按意图强度排列的关键字。
- 类别、产品和关键字的排序顺序从高到低。如果每种类型中的一种或多种具有相同的目的强度，则排序使用字母顺序。