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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

Organic

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

Overview

Web Traffic

Ad Performance

Ad Budget

Journey Metrics

Audience Hub

Syncs

Matched Audiences

Google Ads Customer Match

LinkedIn Matched Audiences

Conversions

LinkedIn Conversions (CAPI)

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

Paid

Setting up Facebook 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 fixed cost data using Google Sheet

Import Events data using Google Sheet

Import cost data using Google Sheet

Custom Upload

Upload custom Stage Objects

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

Data Hub

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

Table Schemas

Google BigQuery

Connect your Dreamdata data to Snowflake

Google Cloud Storage

Destination AWS S3

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?

Dreamdata Free Datasets

Reverse ETL

Automatically create Accounts not in your CRM

Facebook and Bing Audiences

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

Overview

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

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

Version 2 documentation

Segment

Setting up tracking with Segment

Sending partial data to Dreamdata

All Categories ​>​ ​Dashboards ​ > ​ ​B2B Benchmarks

B2B Benchmarks

5 articles

Overview

Dreamdata’s B2B Benchmarks collect data from all active accounts who opted in to be part of the benchmarks. This group of reports offer a unique opportunity to not only interactively explore industry…

Updated 3 months ago

Web Traffic

This dashboard investigates how visitors land in your website. Evaluate your traffic to determine if your SEO and paid marketing efforts surpass industry standards. Analyze traffic source Where is my…

Updated 7 months ago

Ad Performance

This report presents a comparative analysis of your paid performance metrics against other B2B companies using the same ad network. Select the metric you wish to evaluate your performance according t…

Updated 8 months ago

Ad Budget

This benchmark report shows the distribution of your ads spend compared to the ads spend of other B2B companies. Furthermore, it shows the effectiveness of different advertising networks to influence…

Updated 8 months ago

Journey Metrics

This dashboard examines key go-to-market metrics like journey length, number of sessions and number of LinkedIn ad engagements involved in different steps of the customer journey. You can track your…

Updated 6 months ago

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