Get started with Dreamdata
How to invite your colleagues to Dreamdata
How to set up Dreamdata Web tracking (analytics.js) manually
How to set up up Dreamdata web tracking (analytics.js) using Google Tag Manager
How to track forms adding the auto-identify script via Google Tag Manager.
Onboarding for paying customers [VIDEO]
Onboarding process for free customers [VIDEO]
Setting Up Dreamdata
The Onboarding Process
What is Dreamdata? [VIDEO]
Content Performance - Dashboard Options
Which channel performs best for different content?
Which content generates pipeline?
Measuring influenced pipeline for B2B content - the true conversion metric
Setup Content Reporting
What KPI to measure the effect of B2B content?
Google Display Ads
Google Search Ads
Return on Ads Spend
Performance vs. Revenue attribution: A guide on when to use what
Import cost data using Google Sheet
Importing historical data to Dreamdata using Google Sheets
RollWorks Site Traffic Revealer
Setting up AdRoll
Setting up Bing Ads
Setting up Capterra
Setting up Close
Setting up Data Export to BigQuery of CRM Properties
Setting up Facebook Ads
Setting up G2 Crowd
Setting up Google Ads
Setting up Google Search
Setting up HubSpot
Setting up Intercom
Setting up LinkedIn Ads
Setting up Marketo
Setting up Microsoft Dynamics
Setting up Pardot
Setting up Pipedrive
Setting up Salesforce
Setting up Twitter Ads
Setting up Zapier integration & Zaps for Lead Gen forms/Lead Ads
Setting up Zendesk Sell
Setting up Zoho CRM
Triblio ABM platform
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Amazon Redshift
Connect your Dreamdata data to Snowflake
Getting Started with Google Data Studio Templates
Google Cloud Storage
Google Connected Sheets
Guides for Google Data Studio Reporting
LinkedIn Offline Conversion
Advanced Identification of users and companies
How does Dreamdata track all relevant on-site customer data?
How to track your emails?
Pardot iframe form tracking
Reduce impact from ad-blockers and Apple ITP 2.x
Server Side Analytics APIs
Tracking Hubspot Forms with auto-identify script
Tracking SPAs (Single Page Applications)
Tracking iframes with auto-identify script
Tracking using Sleeknote or Drift
Setting up your customised Stage Models
Setting up your default Stage Models
Can I exclude content or websites from being tracked?
Roles and Permissions
Some of my deals are flagged with "no-tracking". What does it mean?
What does Visitors, Contacts and Companies mean?
What is a Stage Model?
What is a company in Dreamdata?
What is a session?
Why are my dashboards empty?
Ideal Customer Profile
Intro Template for your new clients
Referral Guide and UTM tracking
Quick learning videos!
Are you using G2?
Do you know how your company is generating money?
Do you know which of your Marketing activities had the biggest impact on pipeline and revenue?
Dreamdata Content Analytics: Discover the real value of your content
Find the content that generates most pipeline
Helping BDRs break through to the hottest accounts
How Content Analytics tracks the influence of content of pipeline and revenue
How to cut the cost of your Google Search Ads
How to easily build a retargeting audience with Dreamdata
How to see the value of B2B Google Ads in pipeline and revenue generated
How to set up content categories on Dreamdata
Performance vs. Revenue Analytics reports- when to apply them best!
See the value of SEO in pipeline and revenue generated
What attribution really is and why you should care!
Which of your emails produce pipeline and revenue?
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- General Settings
- Setting up your customised Stage Models
Setting up your customised Stage Models
Updated by Diana Ramirez
Great to see you here!
This means that you have completed the integrations set up and are more than ready to define your stage models.
Stage models help us to segment your customers or leads to later on apply attribution to it.
Within Dreamdata you will find your stage models on almost all dashboards at the top, where the filters are located:
Depending on you package (Free, Teams or Business) you will have to work with the generic three stages: Sign up, Opportunity created and Opportunity won or adjust them depending on your Sales and Marketing Funnel. Note: special customisation is only offered to Business tier customers.
If you are a Team or Business tier customer, we need to know the stages in your sales funnel since these will need to be mapped in our backend to make sure that we are showing all of your leads, deals created and deals won etc. from your CRM.
STEP 1 : BASIC QUESTIONS TO SHAPE YOUR STAGE MODELS
To start adjusting your stage models your Customer Success Manager will most likely ask you to describe your Sales and Marketing Funnel according to your CRM set up. That is important because your funnel will help us understand your business goals and set up the stage models.
These are the key questions that you should be able to answer:
1. Describe your Sales and Marketing Funnel as well as your KPI's
2. Where do you draw the line between Sales and Marketing activities?
3. How do you segment your customers?
4. Is your Funnel reflected in one or more crm systems (Primary and secondary crm)?
Once we have the answers to these questions we will need to go to the technical details behind the scene.
STEP 2: TRANSLATE YOUR FUNNEL INTO STAGES
Information we need from you to build the stage models:
1. The name of each stage of your funnel that you would like to see reflected
2. Their definition: When does a customer reach that stage? What needs to happen to move that lead?
3. A time stamp (numeric value-> date)
4. A financial value for each stage (For all stages prior to the official deal creation in the crm, we will set up a generic value of 100 of your desired currency).
Within your CRM e.g. Hubspot you will have a pipeline where you will be moving your leads depending on their respective stage. This pipeline usually reflects your funnel quite well. Even though we would love to believe that one stage follows the other, truth is, the path is never linear..but leads move back and forth.
(The image is an snapshot taken from Hubspot)
Therefore it is crucial to track each pipeline "move" by providing a timestamp for when the activity starts or ends. Depending on the lead stage, it will have a value defined within your CRM or a generic fixed value defined by you. A lead is likely to have a value when it is created as a deal within your CRM. Then we will take the value directly from the CRM. But when a lead is new in the pipeline e.g. as a result of marketing activities, then it most likely do not have a value defined by the CRM.
To calculate the value of a lead, think of your average deal size and how many leads it takes to close a deal. Then multiply the average deal size with your conversion rate.
Please have in mind that the descriptions need to be as precise as possible meaning that if you have custom fields holding the creation date of let’s say a MQL or the value of your deal won, we will need to know the name of the field, eg. became_mql_date.
STEP 3: HOW LONG DOES IT TAKE TO BUILT THE STAGES?
Once we collected from you the requested information we will let our engineer team built the models for you. This can take up to 12 hrs for the stage models to be displayed within your Account.
STEP 4: VALIDATING THE DATA
To ensure the data is flowing correctly we will ask you to compare the data showing e.g. in the revenue attribution view with the data your crm system and other sources provide. To properly validate your data you will have to switch the stages to see how the data changes and compare how many leads are being shown.
It is completely normal that we will use some time in order to fine tune and get the expected results.
Should you have any further questions please reach out to your assigned Customer Success Manager or write us to firstname.lastname@example.org