Accounts
The Accounts view provides a unified account profile in Liferay Data Platform (LDP). It consolidates account data from Customer Relationship Management (CRM), Account-Based Marketing (ABM), and other connected systems into a single dashboard per organization.
To access the dashboard, click Accounts in the People section of the navigation menu.
The Accounts dashboard requires a Liferay Data Platform subscription. It doesn’t appear in the navigation menu of a Liferay Analytics Cloud workspace. Analytics Cloud is a separate product with its own subscriptions.
Data Sources Aggregated
LDP consolidates account data from these sources:
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CRM (for example, Salesforce): Provides structured account and contact data through a connector. Records from Salesforce are treated as known (identified) users.
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Demandbase: Provides anonymous visitor identification and ABM enrichment data (company, industry, intent signals) through two methods:
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Webhook (server-side): Demandbase pushes data directly to LDP via webhook. See Connecting Liferay Data Platform to Demandbase.
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Demandbase Script + Analytics SDK (client-side): If the Demandbase script is present on the client site (for example, Liferay DXP), the Analytics SDK intercepts the data and forwards it to LDP for processing. This method processes data only when an active Demandbase data source is configured in LDP.
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Marketo: Sends marketing engagement events associated with accounts through webhooks. See Connecting Liferay Data Platform to Marketo.
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HubSpot: Sends marketing events and interaction timelines through webhooks. See Connecting Liferay Data Platform to HubSpot.
Unified Account Profile List
The Accounts list shows all consolidated organization profiles stored in LDP.
Summary cards at the top display key metrics such as total accounts (1), new accounts (2), and active accounts (3). The main table supports filtering (4), ordering (5), and search (6) to segment accounts.
The Filter menu holds Active Individuals, Status, Industry, Country, and Segment filters. The Status filter, which appears once your workspace has an account lifecycle, narrows the list by lifecycle stage. The Segment filter narrows the list to the members of one segment.
Accounts Table Columns
These columns appear by default, in this order.
| Column | Description |
|---|---|
| Account | Name of the organization or business entity. |
| Industry | The vertical or sector the business operates within (for example, Electronics or Apparel). |
| Lifecycle Stage | The current status of the customer journey (for example, Onboarding, Established, or At Risk). |
| Annual Revenue | The total yearly earnings reported by the account. |
| Country | The primary geographical location of the business headquarters. |
| First Active | The date of the earliest recorded user interaction from this account. |
| Last Active | The date of the most recently recorded user interaction from this account. |
| Recent Activities | The number of interactions recorded from this account in the last 30 days. |
The First Active cell is blank when the account has no activity, and the Recent Activities cell shows 0 when the account had no events in the last 30 days.
The All Attributes view, available from the view selector to the right of the search box, adds a Last Enriched column, which shows the date when account information was last refreshed from external data sources. It also adds the other attributes your data sources supply.
Choosing Which Columns Appear
Use Manage Columns Visibility to select which columns display. Besides the defaults, you can add any account attribute your connected data sources provide. The selector has a search box for finding an attribute without scrolling the whole list, and your selection persists for your own view of the table. At least one column must remain visible.
You can order the table by any of the default columns.
Account Profile Behavior
Account profiles combine data from all connected sources.
When multiple systems provide the same attribute, the profile shows the most recently updated value.
Records received from Demandbase, Marketo, and HubSpot may initially be anonymous. LDP associates these records with accounts using company identifiers such as IP address and corporate domain. When an identity becomes known, the record updates.
Only attributes provided by connected data sources appear in the profile.
Account Details
Select an account name in the Accounts list to open its detail page, which contains the Overview, Activities, and Profile tabs.
Overview Tab
The Overview tab is the default view for an account. It brings together the account’s company details, its individuals’ engagement, and the content they interact with, so you can assess the account without switching between tabs.
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Account Info: Shows the account’s name, country, annual revenue, industry, lifecycle stage, and account type. Lifecycle stage and account type appear as badges. Attributes your connected data sources don’t provide are omitted rather than left blank.
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Total Individuals: Shows how many individuals are associated with the account. This card and the next three have no time range menu.
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Identity Breakdown: Shows how many of those individuals are Known and how many are Anonymous.
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Engagement Status: Shows how many of those individuals are Returning visitors and how many are First Time visitors.
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Inactive Users: Shows how many of those individuals have no recorded activity.
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Most Engaged Individuals: Lists the account’s five most engaged individuals, ranked by total events in the period its time range drop-down menu selects (Last 30 days by default). Each entry shows the individual’s job title, visitor type, total events, average session duration, and last active date. This card is a preview, so it offers no search, sorting, or pagination. Click an individual’s name to open their profile in the Individuals section, or click View All to see the complete table for the same period on the Profile tab.
Visitor type describes how often an individual has visited:
| Visitor Type | Meaning |
|---|---|
| Returning | The individual has more than one session. |
| First Time | The individual has exactly one session. |
| No Activities | The individual has no sessions. |
Engagement Summary
The Engagement Summary section shows the content the account’s individuals engage with. All three of its cards have a time range drop-down menu set to Last 30 days by default.
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Top Pages: Shows the account’s top five pages across the Visited Pages, Entrance Pages, and Exit Pages tabs. Each row gives the page’s canonical URL and its unique visitor count. Click View All to open the Sites pages list scoped to this account.
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Top Assets: Shows the assets the account engaged with, across the Content and Files tabs. Use Group By to choose the metric the tab reports: Views or Impressions on the Content tab, and Views, Impressions, or Downloads on the Files tab. Click an asset’s title to open its own analytics page. View All opens the Assets list with this account selected in its Accounts filter, showing only the asset type you were viewing, sorted by the card’s current metric. It appears only when the card has data.
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Top Asset Categories and Tags: Shows the categories and tags on the content the account’s individuals engage with, across the Category and Tag tabs. The Category tab adds a Vocabulary column. Use Group By to choose the metric the tab reports: Views, Impressions, or Downloads.
Each of these cards shows its own empty state per tab when no data is available.
Activities Tab
The Activities tab shows the account’s activity stream, which combines a timeline of what the account’s individuals did on your sites, grouped by day, with the account’s Salesforce campaign memberships. To learn what each part of the tab shows, see Account Activities.
Profile Tab
The Profile tab groups the account’s lifecycle status, organizational attributes, and associated individuals.
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Lifecycle Status: Displays the account’s progression through the lifecycle stages, which include Aware, Engaged, Pipeline, Onboarding, Established, and At Risk.
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General Account Information: Displays organizational information from connected systems, including account type, annual revenue, industry, company size, and website.
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Account Individuals: Lists every individual associated with the account, using the same columns as the Most Engaged Individuals card on the Overview tab. Its time range drop-down menu defaults to Last 30 days. Unlike the Most Engaged Individuals card, the table supports search, pagination, and sorting by any column. It’s sorted by total events by default.
Troubleshooting Empty States
Depending on your workspace configuration and connected data sources, the Accounts dashboard can display these empty states.
| State | When it appears | What it means |
|---|---|---|
| No Property | No digital property is connected to the workspace | LDP is not receiving tracking data |
| No Data Source (Admin/Owner) | No integrations are configured | No external systems are connected |
| No Data Source (Member) | No integrations are configured | Contact a workspace administrator to configure integrations |
| No Accounts Found | No account data exists or current filters return no results | No matching accounts are available |