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 1 month ago by Mikkel Settnes

Setup Guide: Creation of Opportunities/Deals

The steps below setup a Stage Model that measures the creation of Opportunities/Deals. Pick Opportunities (or Deals if your using Hubspot as CRM). (Optionally) Apply filters to pick out specific Oppo…

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 1 month ago by Mikkel Settnes

Stage Models - Customization

Define your funnel goals. In order to measure the effect of you 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 21 hours ago by Mikkel Settnes

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