Get started with Dreamdata
Intro to Dreamdata
Setting Up Dreamdata
Understanding: Single sign-on and SAML
How to invite your colleagues to Dreamdata
How to validate your data
How to set up stage models
How to Begin? Choosing Your Onboarding Path
Dashboards
Home
Shared Reports
Engagement
Real-Time View
Events report
Pages report
Segmentation
Ad Spend
Signal Impact Report
Audience Reach
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
Microsoft 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
AI-Generated Report Summary
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
Activation Hub
Signals
Activating Signals with Audiences
AI Signal Recommendation Agent
Syncs
Matched Audiences
Microsoft Customer List
Google Ads Customer Match
Meta Audiences
LinkedIn Matched Audiences
Conversions
LinkedIn Conversions (CAPI)
Microsoft Enhanced Conversions
Meta Conversions
Optimizing Google Ads with Dreamdata: Which Stages to Feed Enhanced Conversions?
Google Ads Enhanced Conversion For Leads
Google Ads Enhanced Conversion: Salesforce vs Dreamdata
Google Ads Enhanced Conversion: HubSpot vs Dreamdata
CRM Syncs
Salesforce Syncs
HubSpot Syncs
Syncs - Automation
Syncs - Data Privacy
Understanding Data Privacy for B2B Advertising: Consent for Conversions and Audiences
Webhook syncs
Notifications
The Dreamdata Chrome Extension
Slack Notifications
Microsoft Teams Notifications
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 Microsoft Ads
Setting up LinkedIn Ads
Setting up Google Ads
Setting up LinkedIn Ads access & permissions
Setting up G2
Setting up Google Search
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
Zapier Use Cases
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
Understanding: UTM mapping rules
Event Builder: Create additional events in Dreamdata
Importing Historical Web Tracking Data into Dreamdata with the Event Builder
Event Builder: Best Practices
Data Modelling Schedule
Data access
Data Warehouse
Google BigQuery V2
Snowflake Schema V3
AWS S3 V2
Data Warehouse Schema
Connect your Dreamdata data to Snowflake
Setting up Data Export to BigQuery of CRM Properties
Build your own Revenue Attribution report in BigQuery
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
Snowflake
Google BigQuery Legacy
AWS S3 Legacy
Microsoft Azure Storage
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
Connect Dreamdata to Tableau
Company Data Enrichment
Working with multiple currencies
Dreamdata without connecting a CRM
Importing Historical Web Tracking Data into Dreamdata
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
How Dreamdata Maps Contacts to Companies
Why does my Linkedin campaign performance show 0 Opps?
Understanding the difference: Funnel Stages vs Time to Value reports
What is a company?
Understanding: Anonymous
Forgotten password
Data retention and deletion
How is anonymous traffic linked to companies?
Why am I seeing gaps in Segmentation report data?
Can I connect multiple CRM's?
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
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?
Why am I seeing more sessions than page views?
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 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 > FAQ
31 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 1 year ago
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 11 months ago by Anton Lauritsen
A key feature in Dreamdata is our ability to map contacts to companies (also known as accounts). We achieve this through several underlying mechanisms, explained below. Anonymous users on website. Dr…
Updated 2 months ago by Elise McCreary
When viewing Linkedin Ads report, multi touch attribution models that include impression data from Linkedin, reports may show 0 leads/deals/Opps because the values attributed below 0.1 will be displa…
Updated 1 month ago by Elise McCreary
Time to Value report looks at all SQLs for the last three months, then calculates how fast those went from MQL to SQL. This value would hold state as no more SQLs will show up historically & is best…
Updated 5 months ago by Elise McCreary
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 2 months 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 1 year ago by Anton Lauritsen
To get back into your account, you can either Reset your password or use a Magic Link to log in without one. Go to the login page. Enter your email and click Continue. Select Forgot password?. Reset…
Updated 2 months ago by Cristina Terry
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 2 weeks 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 1 year ago by Mikkel Settnes
If you are seeing a big portion of unknown data in your segmentation report, this is often a sign that companies in your CRM do not have a website. It is not enough to enrich contact objects in your…
Can I connect more than one CRM to a single Dreamdata instance?. It is not supported to connect multiple of the same CRM to a single Dreamdata instance. If you have two ex: Salesforce accounts that y…
Updated 6 months ago by Elise McCreary
During the Dreamdata signup process, company details such as Name and Domain is registered. You can update company details under Account > Company Details.
Updated 2 years ago by Steen Voersaa
Updated 2 years ago
At a glance Influenced Leads: Any lead that has had at least one touchpoint with your campaign (e.g. clicked a LinkedIn ad). Attributed Leads: Leads that your chosen attribution model (first/last tou…
Updated 5 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…
Vistors, Contacts, and Companies are terms used across the different dashboards in Dreamdata. Learn more about what they mean.
Updated 2 years ago by Anton Lauritsen
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 1 year 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 7 months ago
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…
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…
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…
Troubleshoot dashboards not showing data.
Updated 4 years ago
If a contact has been associated to multiple companies in your CRM, then the sessions for that contact will be copied across all company's journeys that they have been associated to in Dreamdata. Thi…
