Get started with Dreamdata
What is Dreamdata?
Intro to Dreamdata
The Onboarding Process
Setting Up Dreamdata
Onboarding for paying customers
Understanding: Single sign-on and SAML
How to invite your colleagues to Dreamdata
How to validate your data
How to set up stage models
Dashboards
Home
Shared Reports
Engagement
Real-Time View
Events report
Pages report
Segmentation
Ad Spend
Performance
Content Performance
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?
Paid
Overview
Return on Ads Spend (ROAS)
Google Search Ads
Google Display Ads
LinkedIn Ads
Bing Ads
Facebook Ads
YouTube Ads
Capterra Ads
G2
Organic
Search
Google Search
Acquisition
ROI
Performance vs. Revenue attribution: A guide on when to use what
Journeys
Reveal
Dreamdata Reveal
Engagement Score
Company Journey report
Deals
Dreamdata Report for LinkedIn Engagement
Search for companies or contacts
Funnel Stages Report
Link to the Customer Journey from your CRM
Revenue Analytics
Content Analytics
Content Analytics - Dashboard Options
Which content influenced the MQLs created in a time period?
Revenue Reporting
Revenue Segmentation
Revenue Attribution
Attribution Models- dashboard explanation
Customer Acquisition Cost (CAC) report
Time to Value Report
Evaluate how G2 Influences your Business
B2B Benchmarks
Web Traffic
Ad Performance
Ad Budget
Journey Metrics
Audience Hub
Syncs
Matched Audiences
Google Ads Customer Match
Meta Audiences
LinkedIn Matched Audiences
Conversions
LinkedIn Conversions (CAPI)
Meta Conversions
Google Ads Enhanced Conversion For Leads
Google Ads Enhanced Conversion: Salesforce vs Dreamdata
Google Ads Enhanced Conversion: Hubspot vs Dreamdata
Syncs - Automation
Syncs - Data Privacy
Audience Builder
Audiences: Hubspot vs Dreamdata
Data Platform
Sources
Setting up Meta Ads
Paid sources: Overview
Setting up NextRoll
Setting up X (Twitter) Ads
Setting up Bing Ads
Setting up LinkedIn Ads
Setting up Google Ads
Setting up G2
Setting up Google Search
Setting Up LinkedIn Enhanced Engagement
Setting up Capterra
CRM
Setting up Microsoft Dynamics
Setting up Salesforce
Parent and Child Account Relationships
Setting up Pipedrive
Setting up HubSpot
Marketing Automation
Setting up Salesforce Marketing Cloud Account Engagement (Pardot)
Setting up Salesforce Marketing Cloud - Early Access
Setting up Marketo
Setting up Oracle Eloqua - Early Access
Google Sheet
Import Customer Acquisition Cost data using Google Sheet
Import Events data using Google Sheet
Import ROI Cost Data using Google Sheet
Custom Upload
Upload custom Stage Objects
Upload custom ROI Cost or CAC data
Upload custom Events and Web Tracking
Upload Custom CRM data
Custom Data Upload
Zapier
Setting up Zapier integration & Zaps for Lead Ads
Setting up SafeBase Integration
Setting up Outreach
Setting up Intercom
Data Hub
Attribution Models
Types of Attribution Models
Data-Driven Attribution
Custom Attribution Models
Attribution Exclusions
LinkedIn Impression Attribution
Creating Attribution Models
Stage Models
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
Stage Model Preview
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 Model documentation
Understanding: How to map UTMs in Dreamdata
Event Builder: Create additional events in Dreamdata
Importing Historical Web Tracking Data into Dreamdata with the Event Builder
Data Modelling Schedule
Data access
Data Warehouse
Data Warehouse Schema
Google BigQuery
Connect your Dreamdata data to Snowflake
AWS S3 V2
AWS S3 Legacy
Setting up Data Export to BigQuery of CRM Properties
Build your own Revenue Attribution report in BigQuery
Snowflake
Streamline Your Revenue Analysis: Visualize all your revenue data in one place by using BigQuery Export
Google Bigquery Export - Why can't I see or query the data?
Free Datasets
Reverse ETL
Automatically create Accounts not in your CRM
How to share Signals with your Sales team
What is Reverse ETL?
Business Intelligence
Guides for Looker Studio Reporting
Getting Started with Looker Studio Templates
Google Connected Sheets
Company Data Enrichment
Working with multiple currencies
Dreamdata without connecting a CRM
General Settings
Menu: Settings
Allowed Domains
Learn more about the 'Ad Account' filter
Learn more about the 'Branded Search' filter
Setting up B2B Benchmarks
CRM-Based Channel and Source in the Absence of Tracking Activity
CRM filters
FAQ
Glossary
Understanding: Unspecified
Understanding: Conversions
Understanding: Unknown
Understanding: Monthly Tracked User (MTU)
Understanding: Source, channel and event
Understanding: session
Understanding: Referrer
Company Logo
Understanding changes in historic reporting of attribution
What is a company?
Understanding: Anonymous
Data retention and deletion
How is anonymous traffic linked to companies?
Can I update my company details?
Can I exclude content or websites from being tracked?
Understanding: Influenced vs Attributed Leads and Value
Understanding the Difference: Conversions vs. Stages
Explainer for Stage Averages on the Revenue Reporting report
What does Visitors, Contacts and Companies mean?
How do we connect stage models
Roles and Permissions
Understanding: First party vs. third party cookies
Benchmarks FAQs
What is the reporting Time Zone?
Why are my dashboards empty?
Agency Partners
Welcome Partner!
Ideal Customer Profile
Our Partner Tiers
Partner Advantages
Referral Guide and UTM tracking
Our Partner Material
Agency Partners - Contact Us
Tracking
Version 1.0 (Legacy)
Intent Data
Demandbase
Albacross
Snitcher
6sense
RollWorks
Dealfront Leadfeeder
Intent data: Overview
ZoomInfo WebSights
Clearbit
Triblio ABM platform
Web tracking: Manual set-up
Web tracking: Google Tag Manager
Form tracking: Google Tag Manager (auto-identify script)
Dreamdata Cookies
Form Tracking: Manual set-up (Recommended)
Reduce impact: Ad-blockers and Apple ITP 2.x
Form tracking: Pardot iframe
Anonymizing IP
Form tracking: Sleeknote or Drift
How to track your emails?
Cookie Bar
How does Dreamdata track all relevant on-site customer data?
Cookie Retention
Form tracking: Hubspot (auto-identify script)
Form tracking: Server Side Analytics APIs
URL query parameters
Form tracking: Calendly
Form tracking: iframes (auto-identify script)
Understanding: UTM mapping rules
Form tracking: Intercom
Form tracking: SPAs (Single Page Applications)
Web tracking: Across domain & device tracking
Form tracking: Overview
Advanced Identification of users and companies
Form tracking: Google Analytics
Form tracking: Dynamics 365 Marketing
Version 2.0
E-Commerce Order and Subscription Tracking in Dreamdata
Version 2 documentation
Segment
Setting up tracking with Segment
Sending partial data to Dreamdata
Tracking Bing Ads
Tracking Google Ads
Tracking Meta Ads
Tracking LinkedIn Ads
All Categories > Data Platform > Data access > Data Warehouse
11 articles
This document gives you an overview of the different table schemas used for the various Data Warehouse Solutions. Descriptions and links for Schema v1, Schema v2, and Schema v3 are included below. Sc…
Updated 1 week ago by Jing Lin
Using BigQuery opens up some additional services in connection with using Dreamdata. We can expose your Dreamdata Data within your BigQuery. We can retrieve your Data from your BigQuery. Dreamdata Bi…
Updated 7 months ago by Mikkel Settnes
By default, at Dreamdata we build your database on Google BigQuery. However, through our Google Cloud Storage or AWS Integration you can connect the raw dataset of your Dreamdata database and easily…
Updated 9 months ago by Steen Voersaa
Destination AWS S3. Destination AWS S3 is a secure way to get a dump of the data platform sent to an S3 bucket in your own organization that uses a dedicated IAM Role. The Data Platform gives you acc…
Updated 2 weeks ago by Patrick Madsen
AWS S3 Legacy.. Destination AWS S3 Legacy is a secure way to get a dump of the data platform sent to an S3 bucket in your own AWS organization using a dedicated IAM Role. The Data Platform gives you…
Dreamdata pulls information from your CRMs to build stage models. These can be custom dates that define your funnel or an amount field that sets up how much value a contact or deal generated. From no…
Updated 4 weeks ago by Mikkel Settnes
By the end of this guide, you will be able to: Build a report that provides a granular view of your revenue attribution by channel, offering insights into the performance of each channel across diffe…
Updated 11 months ago
Load data from Data Platform to Snowflake. From Destination AWS S3 Pre-requisits. Have Dreamdata's data platform AWS S3 destination enabled (go to this blog to enable it if you haven't!). From now on…
Updated 5 months ago
By the end of this guide, you'll be able to: retrieve a table with the number of deals and stage amounts for all stage models. visualize the data in one simple report using Bigquery Data connected to…
Updated 1 year ago
If you've followed our documentation but are still encountering challenges in utilizing the exported data, the video below will help you. In this video, we delve into: Granting Access to the Data. Lo…
At Dreamdata, we use many different datasets to build our services. We have decided to make some of those datasets freely available to everyone as they might be helpful for others. Tables. Table Desc…
Updated 1 month ago by Ole Dallerup
