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
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
All Categories > FAQ
25 articles
7 articles by 2 authors
Dreamdata uses logo.dev to ensure the highest quality company logos are displayed throughout the Dreamdata application. Updating your logo. Dreamdata uses the domain you have set in your account sett…
Updated 3 months ago by Ole Dallerup
Dreamdata reports are always built on the current data and configurations. Consequently, if your data changes, historical attribution can change over time. This means that the attribution for your cl…
Updated 2 months ago by Anton Lauritsen
The Dreamdata Platform operates with three type of companies: Companies from integrations (like Hubspot, Salesforce, etc.). The CompanyId will have a prefix matching the integration eg. ‘hubspot-1234…
Updated 1 year ago by Mikkel Settnes
In this article we'll cover the term anonymous as it appears throughout the platform. Why does Dreamdata show anonymous Touch points? Dreamdata works account-based. This is why all touch points, that…
Updated 7 months ago by Anton Lauritsen
What data does Dreamdata store? Dreamdata stores data of all your connected sources , your website tracking events, and analysis data. Where does Dreamdata store your data? Dreamdata securely stores…
Updated 3 months ago by Jing Lin
What is anonymous traffic? Anonymous traffic are all activities, where only the domain is known ie. the person who performed the activity is not known. Examples of anonymous traffic: De-anonymized tr…
Updated 7 months ago by Mikkel Settnes
During the Dreamdata signup process, company details such as Name and Domain is registered. You can update company details under Account > Company Details.
Updated 11 months ago by Steen Voersaa
Updated 10 months ago
In this article I'll be guiding you through the terms of I nfluenced leads and A ttributed leads, covering all the bases and the terms connected. Tip: Depending on the stage model you choose, the bus…
Updated 10 months ago by Anton Lauritsen
When analyzing your data in Dreamdata, you'll encounter the terms 'conversions' and 'stages'. These terms have distinct meanings. Let's break them down. Conversions. Within Dreamdata, 'conversions' r…
Updated 1 year ago
Tip: The stage averages change depending on the stage definitions you have made in your Benchmark report.. The Stage Averages (everything in box #2) are all related to the cohort specified by the two…
Updated 6 months ago by Steen Voersaa
Vistors, Contacts, and Companies are terms used across the different dashboards in Dreamdata. Learn more about what they mean.
For each transition—either from Marketing Qualified to Sales Qualified or from Sales Qualified to Closed Won—one of the following connection types is applied, in order of preference: Object: This con…
Updated 5 months ago by Steen Voersaa
Admin Has access to all the features in the application (All dashboards, Access Management, etc.) Data Manager Has access to all dashboards and can edit data sources and destinations under Data Platf…
Updated 1 year ago by Ole Dallerup
In this article, we'll describe what first and third-party cookies mean. What are first-party and third-party cookies?. Note: Google plans to disable third-party cookies for 1% of users in 2024 for t…
Updated 8 months ago by Anton Lauritsen
How are Benchmarks calculated? Each benchmark metric is calculated using performance data from a cohort of companies within the same industry and of comparable size. The specific performance metrics…
Updated 8 months ago by Steen Voersaa
The reporting timezone in Dreamdata is always UTC. When filtering data by date in Dreamdata dashboards, we rely on the UTC timezone. This ensures consistent results across your organization, regardle…
Updated 2 years ago
Troubleshoot dashboards not showing data.
Updated 3 years ago
