Get started with Dreamdata
What is Dreamdata? [VIDEO]
Setting Up 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.
The Onboarding Process
Onboarding process for free customers [VIDEO]
Onboarding for paying customers [VIDEO]
How to invite your colleagues to Dreamdata
Which channel performs best for different content?
Which content influenced the MQLs created in a time period?
Content Performance - Dashboard Options
Which content generates pipeline?
Measuring influenced pipeline for B2B content - the true conversion metric
What KPI to measure the effect of B2B content?
Setup Content Reporting
Content Analytics - Dashboard Options
Return on Ads Spend
Google Search Ads
Google Display Ads
Performance vs. Revenue attribution: A guide on when to use what
Setting up Facebook Ads
Setting up AdRoll
Setting up Twitter Ads
Setting up Bing Ads
Setting up LinkedIn Ads
Setting up Google Ads
Setting up G2
Setting up Capterra
Import fixed cost data using Google Sheet
Importing data not in your CRM (using Google Sheets)
Import cost data using Google Sheet
Setting up Outreach
Setting up Zapier integration & Zaps for Lead Ads
Setting up Google Search
Setting up Intercom
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Snowflake
Connect your Dreamdata data to Amazon Redshift
Guides for Looker Studio Reporting
Getting Started with Looker Studio Templates
Google Connected Sheets
Setting up Data Export to BigQuery of CRM Properties
Company Data Enrichment
Reduce impact from ad-blockers and Apple ITP 2.x
Pardot iframe form tracking
Tracking using Sleeknote or Drift
How to track your emails?
How does Dreamdata track all relevant on-site customer data?
Tracking Hubspot Forms with auto-identify script
Server Side Analytics APIs
URL query parameters
Tracking iframes with auto-identify script
Tracking SPAs (Single Page Applications)
Across domain & device tracking
Advanced Identification of users and companies
Setup Guide: All Salesforce Opportunities entering specific Stage
Setup Guide: Creation of Opportunities/Deals
Setup Guide: Tracked sign-up events
Setup Guide: All Hubspot Deals entering specific Stage
Stage Models - Customization
Branded Search filter
CRM-Based Channel and Source in the Absence of Tracking Activity
Some of my deals are flagged with "Unknown". What does it mean?
Can I exclude content or websites from being tracked?
How are activity mapped to companies?
What does Visitors, Contacts and Companies mean?
What is a session?
Roles and Permissions
What is the reporting Time Zone?
Why are my dashboards empty?
Referral Guide and UTM tracking
Intro Template for your new clients
Ideal Customer Profile
Co-marketing and account mapping
Quick learning videos!
Find the content that generates most pipeline
How to set up content categories on Dreamdata
Do you know how your company is generating money?
How to see the value of B2B Google Ads in pipeline and revenue generated
How Content Analytics tracks the influence of content of pipeline and revenue
How to easily build a retargeting audience with Dreamdata
Are you using G2?
Performance vs. Revenue Analytics reports- when to apply them best!
What attribution really is and why you should care!
Helping BDRs break through to the hottest accounts
Dreamdata Content Analytics: Discover the real value of your content
Do you know which of your Marketing activities had the biggest impact on pipeline and revenue?
Which of your emails produce pipeline and revenue?
See the value of SEO in pipeline and revenue generated
How to cut the cost of your Google Search Ads
Updated by Siminta Jacinavice
This dashboard refers to new deals (sign up, opportunity created, opportunity won). Under this feature you can compare and analyse deals based on different Channels/Sources/Campaigns/etc. Also, you can see how multi-platform projects perform, e.g. an ad campaign that runs on mail, web and phone.
Date: Set the time period you want to investigate
Stage: You can select your preferred pipeline stage. Read more about the Free Tier Stages here
Attribution: Choose the attribution model which is meaningful for your analysis
- First Touch
- Last Touch
Channels: Choose the channel(s) you want to analyse
Sources: Choose the sources you want to investigate
Campaigns: Choose the campaigns you want to investigate
Ad Groups: Choose the ad group you want to analyse
Devices: Choose the device to analyse specific traffic
Aggregation: Set the time frame you wish your data to be displayed
Grouped by: Select certain options to granularly analyse how a channel is performing given your group by sorting
- Channel + Source
- Source + Campaign
- Operating System
- Ad Group
Note: Date is referring to the time period when the deals were completed
Deals: The number of deals who we have been able to identify as your chosen stage
Value: The amount of revenue that is based on your chosen stage. It can represent basic value estimation of sign up, expected revenue of deal created or actual revenue of deal won, taken from your CRM
This row shows the last section of your funnel. We provide the total number of Attributable Deals and Attributable Value (revenue) that can be assigned, based on the filters selected.
To calculate these numbers, we first look at the pool of contacts/companies that visited your website based on the dates/filters. Once we have that group, we see what deals were closed after their visit, up to today's date. More importantly, we are only looking at deals where we have a recorded history of sessions and Attributable Deals. This pool of attributable deals will make up the basis for this section. For each of these deals and all their sessions, we will run the Attribution Model that you have selected so each session is weighed accordingly.
For both Attributable Deal and Value (revenue), we then provide the sum of these amounts for each session that contains conversion, dependent on which Attribution Model you have selected.
Note: When using First Touch/Last Touch you will get a round Deal number, as a deal is either First Touch Paid or Not. While with Linear, W-Shaped or U-Shaped you will get a fraction of a deal as most Paid Touchpoints will make up a fraction of the sessions on a deal.
Graphs and Tables
Browser Performance on Value and Deals
We provide a graph showing multiple browsers performance, based on your website visitors. This information is displayed by Deals and Value, which helps understand browsers' contribution to your business outcomes.
Note: This Graph is used for a quick overview of Visitors over Deals generated via different Browsers (split by your chosen Group By filter). Change filter to display: URL, Referral, Channel, etc.
In this table, we list all the Browsers that were used during the time frame specified. We provide all the metrics for Browsers making it easier for you to compare and find out which performed and which ones did not perform.
This report shows which Channels have been used by your Visitors, and which Channels bring more value than others.
This report shows which Sources (Ad Networks) have been used by your Visitors, and which Sources bring more value than others.
This report shows which Ad Campaigns have been used by your Visitors, and which Campaigns bring more value than others.
This report shows which Urls have been used by your Visitors, and which Urls bring more value than others.
This report shows which Referrers have been used by your Visitors, and which Referrers bring more value than others.
This report shows which Hosts have been used by your Visitors, and which Hosts bring more value than others.
This report shows which Devices have been used by your Visitors, and which Devices bring more value than others.
This report shows where your campaign click events happen, and which regions bring more value than others.
Operating System Performance
This report shows which Operating Systems have been used by your Visitors, and which Operating Systems bring more value than others.
Ad Group Performance
This report shows which Ad Groups have been used by your Visitors, and which Ad Groups bring more value than others.
Note: You can open a larger view by clicking on the performance title in the top left corner.
Browser Performance by Leads - over Time
This graph will allow you to see which browser brought you the most Leads over a specific Time period.
Note: This Graph is used for a quick overview of Leads generated via different Browsers (split by your chosen Group By filter). Change filter to display: URL, Referral, Channel, etc.