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?
- All Categories
- Get started with Dreamdata
- How it works
How it works
Updated by Diana Ramirez
WHO IS DREAMDATA
Dreamdata was born out of the founder’s own struggles to gain a holistic understanding of the impact different teams were having on revenue. The solutions available were siloed and offered little insight into the long and complex B2B customer journey.
Dreamdata is a no-code revenue attribution platform that gathers, joins, and cleans all revenue-related data to present transparent, actionable analysis of what drives B2B revenue.
Everything from user behaviour and traffic sources to the tools on your tech stack is considered in Dreamdata’s B2B attribution analysis. The result: unprecedented insight into the B2B customer journey.
This allows, B2B growth leaders to finally connect their spend and revenue to their pipeline as well as investigate the different touch points an impact of every channel, campaign and scale what works.
HOW IT WORKS
The whole process starts with connection all your sources to our Dreamdata App. All sources means: Your CRM system or systems, Web- and Form-tracking as well as all your Social and Paid Ad Networks.
The foundation of your Data will come from Website Visitors and Form Submissions. This will require that you install some scripts on your website, if you are not tracking already (e.g. Segment). You will need to involve your Web Developer for this task. This task is important to do as soon as possible as this data can't be retrieved historically. The sooner we have tracking data, the sooner the reports will provide useful data.
Learn how to set up your Sources:
PAID AND SOCIAL ADS
Once you have connected all the sources it can take up to 48h for the Data to show up correctly within Dreamdtata. This depends on the complexity of your set up and the amount of Sources you connected.
In the next step, we will extract the tracking and integrations data and load it into our Dreamdata App. Here your data will be transformed/cleansed, modeled, and then made available to you as analytics within our app. It is also ready to be exported to other BI Tools if needed.
The next step will be to define your stage models, also understood as sales/ marketing funnel.
This is important as within the different dashboards such as Performance, Journeys and Revenue Analytics you will be able to switch between the stages of your Funnel and see the impact of your campaigns at each stage.
Depending on your Pricing Plan you will have a standard model or custom. The custom one is only available for Team and Business. Read more to understand how to set up custom stage models.
This is the last step before starting to analyse your data and the different views. This will be mostly done by us but we also ask you to check that the data is correct.
How can you know if data is being tracked? Very simple, you just need to go to the Revenue Reporting dashboard and check if the stage model unit values match the number you see in your data source for the selected timeframe.
In the following example, you can see the Revenue Reporting for the MQL stage model of January 2023 of a specific company. In this example, the company uses "Leads" as the unit of the MQL stage model, so this number should match the number of MQL leads in their CRM.
We recommend that you toggle between the different stage models, and check if all the unit values match what is in your data source.
We of course encourage you to explore the other dashboards too and check if you can see your campaigns and events. This is also part of the validation. If anything is not correct then please reach out over firstname.lastname@example.org (if you are using our system for Free) otherwise contact your assigned Customer Success Manager to help you out.
After connecting and validating your data you can start looking at the dashboards and switch between the standard stage models. If you are a Team or Business tier customer you may do some adjustments to the stage models. Read more about this here.