Stage Models

What is Dreamdata?

Intro to Dreamdata

The Onboarding Process

Setting Up Dreamdata

Onboarding for paying customers

Understanding: Single sign-on (SSO)

How to invite your colleagues to Dreamdata

How to validate your data

Enable SSO with SAML

Shared Reports

Real-Time View

Events report

Pages report

Segmentation

Ad Spend

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?

Overview

Return on Ads Spend (ROAS)

Google Search Ads

Google Display Ads

LinkedIn Ads

Bing Ads

Facebook Ads

YouTube Ads

Capterra Ads

G2 Crowd

Google Search

Organic

Acquisition

ROI

Performance vs. Revenue attribution: A guide on when to use what

Dreamdata Reveal

Engagement Score

Contacts report

Company Journey report

Deals

Dreamdata Report for LinkedIn Engagement

Search for companies or contacts

Link to the Customer Journey from your CRM

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

Overview

Web Traffic

Ad Performance

Ad Budget

Journey Metrics

Google Ads Customer Match

LinkedIn Matched Audiences

LinkedIn Conversions (CAPI)

Google Ads Offline Conversion

Google Ads Offline Conversion: Salesforce vs Dreamdata

Google Ads Offline Conversion: Hubspot vs Dreamdata

Syncs - Automation

Syncs - Data Privacy

Audience Builder

Audiences: Hubspot vs Dreamdata

Demandbase

Albacross

Snitcher

6sense

RollWorks

Dealfront Leadfeeder

Intent data: Overview

ZoomInfo WebSights

Clearbit

Triblio ABM platform

Setting up Facebook Ads

Paid sources: Overview

Setting up AdRoll

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 Capterra

Setting up Microsoft Dynamics

Setting up Salesforce

Parent and Child Account Relationships

Setting up Pipedrive

Setting up HubSpot

Setting up Salesforce Marketing Cloud Account Engagement (Pardot)

Setting up Salesforce Marketing Cloud - Early Access

Setting up Marketo

Setting up Oracle Eloqua - Early Access

Import fixed cost data using Google Sheet

Import Events data using Google Sheet

Import cost data using Google Sheet

Upload custom Stage Objects

Upload custom Events and Web Tracking

Upload Custom CRM data

Custom Data Source

Setting up Zapier integration & Zaps for Lead Ads

Setting up SafeBase Integration

Setting up Outreach

Setting up Intercom

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

Destination 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?

Automatically create Accounts not in your to CRM

Facebook and Bing Audiences

How to share Signals with your Sales team

What is Reverse ETL?

Guides for Looker Studio Reporting

Getting Started with Looker Studio Templates

Google Connected Sheets

Overview

Company Data Enrichment

Types of Attribution Models

Data-Driven Attribution

Custom Attribution Models

LinkedIn Impression Attribution

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

Setup Stage Models

Menu: Settings

Allowed Domains

Understanding: How to map UTMs in Dreamdata

Use data from your CRM to create touchpoints in customer journey

Data modeling: Update frequency

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

Understanding: Unspecified

Understanding: Conversions

Understanding: Unknown

Understanding: Monthly Tracked User (MTU)

Understanding: Source, channel and event

Understanding: session

Understanding: Referrer

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?

Roles and Permissions

Understanding: First party vs. third party cookies

Benchmarks FAQs

What is the reporting Time Zone?

Why are my dashboards empty?

Welcome Partner!

Ideal Customer Profile

Our Partner Tiers

Partner Advantages

Referral Guide and UTM tracking

Our Partner Material

Agency Partners - Contact Us

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 documentation

Setting up tracking with Segment

Sending partial data to Dreamdata

All Categories > General Settings > Stage Models

9 articles

Setup Guide: All Salesforce Opportunities entering specific Stage

The steps below measures all Opportunities that enters the Stage Qualified Pick Opportunities. To count every opportunity leave the default to count Every Opportunity (Optionally) Apply filters to pi…

Updated 1 year ago by Mikkel Settnes

Setup Guide: All Microsoft Dynamics Opportunities in a specific Stage

The steps below measures all Opportunities that are in the Stage Close Won

Updated 9 months ago by Andreea Oprea

Setup Guide: All Pipedrive Deals entering specific Stage

The steps below measures all Deals that enters the Stage Closed Pick Deals. To count every deal leave the default to count Every Deal (Optionally) Apply filters to pick out specific Deals based on th…

Updated 9 months ago by Andreea Oprea

Stage Model Preview

The Stage Model Preview feature in the Dreamdata application offers a robust tool for validating the accuracy of your stage model configuration. This functionality ensures that the filters and settin…

Updated 1 month ago by Steen Voersaa

Setup Guide: Creation of Opportunities/Deals

The steps below setup a Stage Model that measures the creation of Opportunities/Deals. Pick Opportunities (for Salesforce/Microsoft Dynamics or Deals if your using Hubspot/Pipedrive as your CRM). (Op…

Updated 9 months ago by Mikkel Settnes

Setup Guide: Tracked sign-up events

The steps below setup a Stage Model that measures tracked sign-up events like demoBooked. Pick Events as the object.. If a person can re-do the event several times, but it is only the first that we a…

Updated 1 year ago by Mikkel Settnes

How Dreamdata Handles Currency Exchange in Stage Models

Here's a concise breakdown of how Dreamdata makes sure your currency is converted following a systematic approach: Default Currency: Dreamdata assumes that the currency used in the Stage model aligns…

Updated 8 months ago

Setup Guide: All Hubspot Deals entering specific Stage

Updated 11 months ago

Setup Stage Models

Define your funnel goals. In order to measure the effect of your activities against your funnel, you need to setup funnel goals. In Dreamdata these funnel goals are referred to as Stage Models. These…

Updated 1 week ago by Mikkel Settnes

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