✕
Skip to content
Article
Data Cloud Breaks $1B ARR Milestone in Q1 FY26: What...
Article
SF Ben Salesforce Admin Survey Results 2025: Download Now!
Article
Salesforce Summer ‘25 Release: Everything You Need to Know Before...
Article
Salesforce Announces 6% Pricing Increase and Unlimited Agentforce Licenses
Article
Data Cloud Breaks $1B ARR Milestone in Q1 FY26: What...
Article
SF Ben Salesforce Admin Survey Results 2025: Download Now!
Article
Salesforce Summer ‘25 Release: Everything You Need to Know Before...
Article
Salesforce Announces 6% Pricing Increase and Unlimited Agentforce Licenses
Article
Data Cloud Breaks $1B ARR Milestone in Q1 FY26: What...
Salesforce Ben
  • Events
  • Career
  • AppAssessor
  • Salesforce News
  • Articles by Role
    • Admins
    • DevOps
    • Developers
    • Marketers
    • Consultants
    • Architects
    • Business Analysts
  • Where to Start
  • Salesforce Certification List
  • How to Get Certified
  • Free Salesforce Practice Exams
    • Admin Practice Exam
    • Platform App Builder Practice Exam
    • Platform Developer 1 Practice Exam
  • How to Get a Job in Salesforce

Find us on:

Salesforce Ben
  • Events
  • Career
  • AppAssessor
  • Salesforce News
  • Articles by Role

      Articles by role:

    • Admins
    • DevOps
    • Developers
    • Marketers
    • Consultants
    • Architects
    • Business Analysts
    • Featured

      The Great Salesforce Job Market Reset

      By Sasha Semjonova

      December 09, 2024
      How to Avoid Bad Salesforce Partners: The Three-Question Test

      By Jon Cline

      January 08, 2025
  • Newsletter
  • user
    • Courses Login
  • Events
  • Career
  • AppAssessor
  • Salesforce News
  • Articles by Role

      Articles by role:

    • Admins
    • DevOps
    • Developers
    • Marketers
    • Consultants
    • Architects
    • Business Analysts
    • Featured

      The Great Salesforce Job Market Reset

      By Sasha Semjonova

      December 09, 2024
      How to Avoid Bad Salesforce Partners: The Three-Question Test

      By Jon Cline

      January 08, 2025

What’s trending

Bret Taylor vs. Marc Benioff: The Agent War We Should Have Seen Coming
Salesforce Announces Agentforce 3.0: Command Center, MCP, and Apps
Salesforce Announces 6% Pricing Increase and Unlimited Agentforce Licenses
SF Ben Salesforce Admin Survey Results 2025: Download Now!
Salesforce Marketing Cloud Next (vs. MCE, MCAE, MCG, MCA)

UPCOMING EVENTS

SouthEast Dreamin’

26
Jun

Atlanta, GA

Community

Portugal Dreamin’

27
Jun

Porto, Portugal

Community

How to Build Future Ready Approval Processes in Salesforce Flow

01
Jul

Virtual

SF Ben Webinar

Buckeye Dreamin’ 2025

07
Jul

Columbus, OH

Community

Architecture Insights for the Salesforce Ecosystem

08
Jul

Virtual

SF Ben Webinar
See more
Share
Marketers / Account Engagement (Pardot) / Analytics

How to Create a B2B Marketing Analytics Dashboard

By Jennifer Contino

October 14, 2022

While B2B Marketing Analytics (B2BMA) comes with dashboards out of the box, you can also create your own dashboard to visualize the data you desire. In this guide, we’ll cover how to create a custom dashboard in B2BMA.

A dashboard is a curated set of charts, metrics, and tables based on the data in one or more lenses. A dashboard is a group of charts, whereas a chart can also be referred to as a lens when a singular visualization. The chart is housed within the dashboard. Essentially, you’re creating charts (also known as lenses) and combining them in a dashboard.

B2B Marketing Analytics Dashboard Tips

  1. Pick the right template: With 10+ to choose from, these templates provide you with the ways you can arrange your data. Alternatively, choose to create a blank dashboard, which I recommend if you are just starting out – it’s a great way to get familiar with the different types of dashboard components.
  2. When you build lenses, use widgets and filters. These allow you to create different containers for your data. You could create a quick summary in number form, use a chart, or add a filter for the end user.
  3. You should always preview and test before finalizing your dashboard.

How to Create a Dashboard in B2BMA

  1. Navigate to the dashboard page. Then click create → Dashboard.
  2. Select the type. For this example, I’ll create a blank dashboard.

Create a Chart

  1. Drag the chart widget to the dashboard. Hover over the component → click chart.
  2. Select your dataset. For this example, I am going to use the dataset we created, Email Templates and Campaigns. You will be prompted to create a lens with the dataset. So you’ll want to create your filter and groups.
  3. Select your chart type (visualization).
  4. Segment by: chose your metric. Segment by: Chose your group. Ex: Name. Click done. Your visualization will be added to your dashboard. You can increase or decrease the size of your component so the data will fit.
READ MORE: Lenses in B2BMA

There will now be a chart component on your dashboard. Remember to resize and name your component.

 

Summary

My recommendation when getting started is to target a specific question. Salesforce, Pardot (Account Engagement), and third-party tools, hold a world of data – so building dashboards in B2BMA can quickly become overwhelming.

B2BMA is included in specific packages if you don’t have it reach out to your account executive. For help in getting started, reach out to us here, for a complimentary consult, we’d love to help!

READ MORE: Guide to B2B Marketing Analytics (B2BMA)

The Author

Jennifer Contino

Jennifer is a marketing automation consultant, who specializes in demand generation, at RoyCon Technologies.

More like this:

Marketers

Salesforce Marketing Cloud Next (vs. MCE, MCAE, MCG, MCA)

By Lucy Mazalon

June 16, 2025
Marketers

8 Takeaways from Salesforce Connections ’25

By Lucy Mazalon

June 16, 2025
Marketers

Calculate Credit Consumption With Digital Wallet in Marketing Cloud Next

By Lucy Mazalon

June 12, 2025

Leave a Reply Cancel reply

Newsletter:

    By signing up you agree to our Terms of Use and Privacy Policy.

    Find us on:

    Salesforce Ben

    Salesforce Ben
    Third Floor Library Building
    Sun Street
    Tewkesbury
    Gloucestershire
    United Kingdom
    GL20 5NX

    • Where to Start
    • Salesforce Certification List
    • How to Get Certified
    • Free Salesforce Practice Exams
      • Admin Practice Exam
      • Platform App Builder Practice Exam
      • Platform Developer 1 Practice Exam
    • How to Get a Job in Salesforce
    • Events
    • Career
    • AppAssessor
    • Salesforce News
    • Articles by Role
    • Admins
    • DevOps
    • Developers
    • Marketers
    • Consultants
    • Architects
    • Business Analysts
    • About Us
    • Contact Us
    • Write For Us
    • Influencer Program
    • Advertise With Us
    • Pledge 1%
    • Privacy Policy
    • Change Cookie Preferences
    • Log in to Courses

    © 2014-2025 SalesforceBen.com