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
- Revenue Analytics
- Revenue Reporting
Updated by Siminta Jacinavice
With this dashboard we provide an overview of your sales pipeline. Under each pipeline stage you can see how many: days, contacts, channels and sessions your company has collected.
Note: Some of the numbers are displayed as an average.
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
Note: Date is referring to the time period when the deals were completed
Different Stages of the Pipeline
- First Touch → Opportunity Won - This shows an overview of metrics related to customer journeys that were won as a deal.
- First Touch → Sign Up - This stage represents the activity an account has before it's identified. I.e, when someone from the accounts identifies themselves by submitting an email through some form on your website. At that point they will be counted as a Sign Up.
- Sign Up → Opportunity Created - This stage represents the time it takes from having an identified account to an actual sales opportunity is created.
- Opportunity Created → Opportunity Won - This stage usually represents the negotiation segment in your sales pipeline.
Contacts: The number of visitors who we have been able to attach an email to their user id
Companies: The number of companies who are attached to Contacts, or the number of companies in your CRM who we can be attached to any visitor traffic (anonymous)
Deals: The number of deals who we have been able to identify as your selected stage (sign up, opportunity created or opportunity won)
Average Deal Size: Value divided by Deals
Value: The amount of revenue that is attributed by your chosen Stage. It will show basic value estimation of sign up, expected revenue of deal created or actual revenue of deal won, taken from your CRM
Graphs and Tables
Value and Deals over Time
In this graph we provide information on your business outcomes based on the Stage model. This data visualisation helps to notice which time frameworks were the most successful to your company based on value and deal generation. Use the Aggregate filter to breakdown the X-Axis as you wish e.g. (day, week, month).
This table displays your individual deals based on your chosen Stage (sign up, opportunity created, opportunity won). By clicking on the shown data you will be directed to the unique customer journey.
Time to Value
This graph will show the average days needed to achieve the deals of your chosen Stage. It also can be used as KPI for budgeting.