Get started with Dreamdata
How it works
How to invite your colleagues to Dreamdata
Onboarding for paying customers [VIDEO]
Onboarding process for free customers [VIDEO]
Setting Up Dreamdata
Single sign-on
The Onboarding Process
What is Dreamdata? [VIDEO]
Dashboards
Content Reporting
Analytics
Performance
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?
Revenue Analytics
Attribution Models- dashboard explanation
Data Driven Attribution
Revenue Attribution
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Types of Attribution Models
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Setting up AdRoll
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Setting up Intercom
Setting up LinkedIn Ads
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Destinations
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Amazon Redshift
Connect your Dreamdata data to Snowflake
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How does Dreamdata track all relevant on-site customer data?
Load analytics.js from your own domain
Pardot iframe form tracking
Query parameters
Server Side Analytics APIs
Setting up Dreamdata Web tracking (analytics.js)
Setting up tracking with Segment
Tracking Forms
Allowed Domains
Menu: Settings
Setting up your customised Stage Models
Setting up your default Stage Models
UTM Mapping
FAQ
Can I exclude content or websites from being tracked?
Categories
Roles and Permissions
Some of my deals are flagged with "no-tracking". What does it mean?
Stage models in Dreamdata Free
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?
Quick learning videos!
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
- 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.