Get started with Dreamdata
How to invite your colleagues to 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.
Onboarding for paying customers [VIDEO]
Onboarding process for free customers [VIDEO]
Setting Up Dreamdata
The Onboarding Process
What is Dreamdata? [VIDEO]
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?
Google Display Ads
Google Search Ads
Return on Ads Spend
Performance vs. Revenue attribution: A guide on when to use what
Import cost data using Google Sheet
Importing historical data to Dreamdata using Google Sheets
RollWorks Site Traffic Revealer
Setting up AdRoll
Setting up Bing Ads
Setting up Capterra
Setting up Close
Setting up Data Export to BigQuery of CRM Properties
Setting up Facebook Ads
Setting up G2 Crowd
Setting up Google Ads
Setting up Google Search
Setting up HubSpot
Setting up Intercom
Setting up LinkedIn Ads
Setting up Marketo
Setting up Microsoft Dynamics
Setting up Pardot
Setting up Pipedrive
Setting up Salesforce
Setting up Twitter Ads
Setting up Zapier integration & Zaps for Lead Gen forms/Lead Ads
Setting up Zendesk Sell
Setting up Zoho CRM
Triblio ABM platform
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Amazon Redshift
Connect your Dreamdata data to Snowflake
Getting Started with Google Data Studio Templates
Google Cloud Storage
Google Connected Sheets
Guides for Google Data Studio Reporting
LinkedIn Offline Conversion
Advanced Identification of users and companies
How does Dreamdata track all relevant on-site customer data?
How to track your emails?
Pardot iframe form tracking
Reduce impact from ad-blockers and Apple ITP 2.x
Server Side Analytics APIs
Tracking Hubspot Forms with auto-identify script
Tracking SPAs (Single Page Applications)
Tracking iframes with auto-identify script
Tracking using Sleeknote or Drift
Setting up your customised Stage Models
Setting up your default Stage Models
Can I exclude content or websites from being tracked?
Roles and Permissions
Some of my deals are flagged with "no-tracking". What does it mean?
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?
Ideal Customer Profile
Intro Template for your new clients
Referral Guide and UTM tracking
Quick learning videos!
Are you using G2?
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
- Setting up your default Stage Models
Setting up your default Stage Models
Updated by Steen Voersaa
Default Stage Models
On Dreamdata Free
When your Dreamdata account is first created, an event-based stage model named First Business Conversion is automatically set up on your account. This First Business Conversion represents the very first conversion event from an identified company.
On Dreamdata Team and Business
Once you integrate your primary CRM system with Dreamdata, two additional stage models are automatically created: Deal Created and Deal Closed-Won. The two CRM models represent the stages when a new deal is first created in your CRM and when a deal changes status to Closed-Won.
Can I customize my stage models?
Yes, you can customize your stage models to better fit your marketing and sales funnel. The definitions of your stage models are found under Data Platform -> Settings -> Stage Models in the Dreamdata APP. From here you can create new stage models or you can edit existing stage models.
How do I edit an existing stage model?
Simple click the "Edit" link for the stage model you want to modify and make your updates. Depending the type of stage model, you can easily update properties like stage name, conversion events, pipeline or stages to focus on, and more.
How do I define a new stage model?
If you need to create additional stage models to better match your marketing or sales funnels, use the "Create new stage model" button.
Before selecting one of the options reflect on where does the lead come form? Also think about the value, if it is an event based lead you need to set up a generic value e.g. 100$ per lead on that specific stage. If it is a stage that is based on your CRM then the value per lead or deal will be taken from your CRM.
These are the options for setting up stages:
- Event model: This model represents the first conversion stage in a prospect journey to become a customer. An example might be when a customer signs up for your service. An Event model could also be: log in to your product or a demo request.
- Deal Created: This model represents the stage when a lead is registered in your CRM.
- Deal Closed-Won: This model represents the stage when the journey is completed from a marketing or sales point of view and the deal is won.
Can I delete stage models
Yes, but with two exceptions. Stage models that either were created by yourself or by the system can be deleted. The two exceptions are:
- There must be at least one stage model set up, so for this reason you cannot delete the last stage model.
- Any advanced, custom stage models set up by a Dreamdata engineer cannot be deleted.
To delete a stage model click the "Delete" link.