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
How to validate your data
Setup Content Reporting
Content Performance - Dashboard Options
What KPI should you use to measure the effect of B2B content?
Measuring influenced pipeline for B2B content - the true conversion metric
What content generates pipeline?
Which channel performs best for different content?
Return on Ads Spend (ROAS)
Google Search Ads
Google Display Ads
Performance vs. Revenue attribution: A guide on when to use what
Triblio ABM platform
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
Import Events data using Google Sheet
Import cost data using Google Sheet
Setting up Outreach
Setting up Zapier integration & Zaps for Lead Ads
Setting up Google Search
Setting up Intercom
LinkedIn Offline Conversion (CAPI)
Google Ads Offline Conversion
Google Ads Offline Conversion: Salesforce vs Dreamdata
Google Ads Offline Conversion: Hubspot vs Dreamdata
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
Tracking Dynamics 365 Marketing Forms
Setup Guide: All Salesforce Opportunities entering specific Stage
Setup Guide: All Microsoft Dynamics Opportunities in a specific Stage
Setup Guide: All Pipedrive Deals entering specific Stage
Setup Guide: Creation of Opportunities/Deals
Setup Guide: Tracked sign-up events
How Dreamdata Handles Currency Exchange in Stage Models
Setup Guide: All Hubspot Deals entering specific Stage
Stage Models - Customization
Learn more about the 'Branded Search' filter
CRM-Based Channel and Source in the Absence of Tracking Activity
What is a company?
Some of my deals are flagged with "Unknown". What does it mean?
Data retention and deletion
How is anonymous traffic linked to companies?
Can I exclude content or websites from being tracked?
Influenced vs Attributed Leads and Value
Understanding the Difference: Conversions vs. Stages
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 Diana Ramirez
In this dashboard we show the process of connecting B2B go-to market efforts with revenue and pipeline generated. This report allows you to assess and evaluate data which connects businesses to potential customers.
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
Country: Choose the country you want to analyse
Industry: Choose the industry you want to investigate
Employees: Segregate companies by the number of employees
Annual Revenue: Segregate companies by their annual revenue
Account Owner: Choose the account owner’s accounts you’d like to view
Aggregation: Set the time frame you wish your data to be displayed as
Grouped by: Choose certain options to see how it affects your deals
- Channel + Source
- Source + Campaign
- Landing Pages
- Referrer Url
- Referrer Host
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, 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 you have selected so each session is weighted 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 rounded Deal number, as a deal is either First Touch Paid or Not. Whereas, with Linear, W-Shaped or U-Shaped you will get a fraction of a deal as most Paid touch points will make up a fraction of the sessions on a deal.
Graph and Tables
Value and Deals split by Sources
We provide a graph showing the attributable Deals and Value of each Source over the period of time specified in your Filters. This information can help you understand which Sources convert better. Remember to adjust the Stage Model on your preferred business outcome investigation.
Note: This Graph is used for a quick overview of Value and Deals generated via different Sources (split by your chosen Group By filter). Change the filter to display: content, devices, countries, etc.
Performance summary by Source
In this table, we list all the Sources that were used during the time frame specified. We provide all the metrics for Sources making it easier for you to compare and find out which performed and which ones did not perform.
Performance summary by Channel
This report shows which channels have been used by your contacts, and which channels bring more value than others.
Performance summary by Campaign
This report shows which campaigns influenced your contacts, and which campaigns bring more value than others.
Performance summary by Landing Pages
This report shows which landing pages have been used by your visitors, and which landing pages bring more value than others.
Performance summary by Referrer Url
This report shows which referrer URLs have been used by your visitors, and which referrer URLs bring more value than others.
Performance summary by Referrer Host
This report shows which referrer hosts have been used by your visitors, and which referrer hosts bring more value than others.
Note: You can open a larger view by clicking on the performance title in the top left corner.
Value split by Source over Time
With this graph we display which Sources brought the most Value over the chosen time period. Use the Aggregate filter to breakdown the X-Axis as you wish.
Note: This Graph is used for a quick overview of Value generated via different Sources (split by your chosen Group By filter). Change filter to display: channel, source, campaign, etc.
With this graph we display which Sources brought the most Deals over the chosen time period. Use the Aggregate filter to breakdown the X-Axis as you wish.
Note: This Graph is used for a quick overview of Deals generated via different Sources (split by your chosen Group By filter). Change filter to display: channel, source, campaign, etc.