Stage Models

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…

Mikkel Settnes
Updated 7 months 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

Andreea Oprea
Updated 1 month 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…

Andreea Oprea
Updated 1 month ago by Andreea Oprea

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…

Mikkel Settnes
Updated 1 month 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…

Mikkel Settnes
Updated 7 months 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…

Vitoria
Updated 1 month ago by Vitoria

Setup Guide: All Hubspot Deals 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…

Vitoria
Updated 3 months ago by Vitoria

Stage Models - Customization

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…

Mikkel Settnes
Updated 1 month ago by Mikkel Settnes

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