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]
Single sign-on
How to invite your colleagues to Dreamdata
Dashboards
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Engagement
Performance
Content Performance
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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
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Performance vs. Revenue attribution: A guide on when to use what
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Setting up Facebook Ads
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Setting up Twitter Ads
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Import Other
Import fixed cost data using Google Sheet
Importing data not in your CRM (using Google Sheets)
Import cost data using Google Sheet
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Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Snowflake
Connect your Dreamdata data to Amazon Redshift
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Guides for Looker Studio Reporting
Getting Started with Looker Studio Templates
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Overview
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Segment
Dreamdata Cookies
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Reduce impact from ad-blockers and Apple ITP 2.x
Pardot iframe form tracking
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How to track your emails?
Cookie Bar
How does Dreamdata track all relevant on-site customer data?
Cookie Retention
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Server Side Analytics APIs
URL query parameters
Calendly
Tracking iframes with auto-identify script
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Across domain & device tracking
Advanced Identification of users and companies
Stage Models
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
Menu: Settings
Allowed Domains
UTM Mapping
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FAQ
Glossary
Categories
Some of my deals are flagged with "Unknown". What does it mean?
Data retention
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?
Agency Partners
Welcome Partner!
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Referral Guide and UTM tracking
Partner Material
Intro Template for your new clients
Ideal Customer Profile
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Contact
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
- All Categories
- General Settings
- Menu: Settings
Menu: Settings
Updated
by Diana Ramirez
Great to see you here!
In this section we will explain how you can adjust your settings within Dreamdata and what exactly can be adjusted within each option.
The image below shows our settings function. You can navigate to settings by going to Data Platform and then selecting from the drop down menu "settings".

- Under "general"
You can set up the currency for all reports. Note: For the Segmentation report this will mean, that regardless of the filter e.g when you are comparing between the different countries your company operates in. It will still show one uniform currency. There is no option to set up a currency depending on the country you are investigating.
Primary CRM: Should you decide at some point to switch your primary CRM system from e.g. Hubspot to Salesforce, then please let us know. You can inform us by either contacting your assigned CSM or by reaching out over friends@dreamdata.io. Why do we need to know? Because this will affect the stage models and the data we are pulling.
Email exclusion: Set up all Email addresses that you want excluded from your data collection
IP exclusion: Add IP addresses to exclude from your data collection
Host exclusion: Add hosts to exclude from your data collection
- Under "conversions"
When you start using Dreamdata you will find already pre-defined conversions. By clicking on add new conversion you can define what a conversion is. The conversion definitions mainly impacts the W- shaped attribution model where touches with conversions are given more value. Furthermore, they are highlighted in the Customer Journey view.
- Under" content"
You will be able to set up the pages where you would like us to capture specific content being e.g downloaded. To learn how to set this up please read the following article: Set up content reporting and watch the explanatory video. Your set up will affect the filter category within the content performance and content analytics report.
- Under "UTM mapping"
Dreamdata provides a tool for mapping UTM parameters and referrer information into Channel, Source and Medium. We have a large set of default mappings that ensure that for most cases this happens out of the box. If you have changes or additions to the mapping you can make them here.
- Under "analytics customisation"
Set custom groupings to see the average journey based on deal size and days to value. The changes will appear in your Segment report.
- Under "attribution models"
You can turn on or off the different attribution models that we provide. Within Dreamdata you will have 6 attribution models: First-& Last touch, Linear, U-shaped, W- shaped and Data driven. The difference is that some models are position based (First-& Last touch, Linear, U-shaped, W- shaped ) and others are Data driven.
- Under "stage models"
You will find the options to start adjusting the default models. You will be able to create stages based on events or based on your crm. If you belong to the business tier your set up might turn out to be a bit more complex. If so, please reach out to your assigned CSM for help. We will then customise your stages.
Note: This is just available for Business tier customers.