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 Vitoria
When analyzing your data in Dreamdata, you'll encounter the terms 'conversions' and 'stages'. These terms have distinct meanings. Let's break them down.
Within Dreamdata, 'conversions' refer to a categorization method for recorded events on your account. Simply put, they are actions or events undertaken by users or leads. Examples of conversions include:
- Demo Request
- Free Sign Up
- Trial Sign Up
- Request Sales Call
Configuration Tip: To tailor how Dreamdata groups events into conversions, navigate to Data Platform → Settings → Conversions.
You can read more about how Dreamdata uses conversions here.
Stages, in contrast, describe the distinct phases or steps within the go-to-market funnel. Each stage characterizes a specific level of engagement or readiness of a lead or prospect. Typically, stages are set up in a sequence to mirror a customer's journey, from the first point of contact to the final purchase decision. Stages are not necessarily tied to a particular event.
Some common stages include:
- MQL (Marketing Qualified Lead): This represents the top of the funnel. MQLs are leads that have shown interest in your offerings, typically through events like downloading content, attending webinars, or initiating website interactions. These leads are considered as potential sales opportunities, but they are not yet ready for direct sales engagement.
- SAL (Sales Accepted Lead): Representing the middle of the funnel, SALs are leads that have been reviewed and accepted by the sales team for further engagement. As an example, this is where the sales team believes the lead has potential and is worth pursuing. This stage is often defined by the creation of an Opportunity or Deal in your CRM.
- SQL (Sales Qualified Lead): This represents the bottom of the funnel. SQLs are leads that have shown clear buying intent and are deemed ready for a sales pitch or demonstration. This stage is typically defined by an Opportunity or Deal moving to the Sales Pipeline in your CRM.
- Closed Won: This is the final stage where the lead has been converted into a paying customer. It's the ultimate goal of the sales process and signifies a successful journey through the funnel. This stage is typically defined by an Opportunity or Deal being assigned a Closed Date in your CRM.
It's essential to recognize that while stages are linear in description, in practice, leads might move back and forth between stages or skip stages altogether based on their unique journey and the strategies employed by the business.
Click here for guidance on defining the stages in Dreamdata.
While closely related, conversions and stages serve different roles.
Conversions represent a group of actions/events taken by leads. A conversion can happen without a lead progressing to the next stage of the funnel.
Stages, on the other hand, illustrate the progression of a customer in the journey from being unaware of a solution to making a purchase decision. A stage does not necessarily consist of an event, a stage can be reached by an opportunity being created or even obtaining a Closed Date.