Creating a marketing dashboard is an effective way to see how you are doing against your marketing targets. What channels are most effective for generating pipeline? How many leads did we generate this month compared to last month? In this post, I’ll share some example marketing dashboard components and some tips and tricks for creating dashboards in Salesforce.
Tip #1: View the unique count of records in a reportWant to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? The “show unique count” option within Salesforce reports can be enabled to view this information.How it worksWhile editing a report in the report builder, find the column for which you want to count unique values.Click Show More | Show Unique Count.Click Save.A count of unique values appears…
You have your lead lifecycle set up, your scoring set up, and the MQLs are flowing in. Now it’s time to pull reports in Salesforce to see how you are doing against your targets. Maybe you don’t know where to start, what reports to pull or what extra data points you need. In this post, I’ll share some example MQL reports and some tips and tricks for creating reports in Salesforce.Getting your data readyTo pull…
One of my favourite Lightning features is customizing the campaign page using the Lightning App Builder. The drag-and-drop App Builder allows you to add tabs, reports and instructions to your page. While there are many different ways to customize your campaign page, here are four changes that are easy to implement that will delight your marketing team.How to customize your campaign pageTo customize your campaign page, navigate to one of your Salesforce campaigns, click on…
Lead source is an important data point you need to capture in order to report on the value of your marketing campaigns. This article will walk you through how to setup and track lead source within Pardot.
Did you know you can add report charts to your campaign page layout in Salesforce? Adding report charts will give you insight into a particular campaign’s performance without creating a separate report or leaving the campaign page. These reports can show you how many campaign members were added, by month or by status, how many opportunities are influenced by the campaign by opportunity stage, etc. All this is made easy by customizing your campaign lightning…
Want to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? This metric can be difficult for marketers to pull in Salesforce because reports by default will show the number of leads, contacts or campaign members within a report. One solution is to use the “Power of One” hack, which involves creating a custom field for accounts. The other easier solution is to use the “show unique count”…
Salesforce campaigns can help you track each of your marketing initiatives in detail. These can include online advertisements, emails, or more specialized marketing events such as demos and tradeshows. You can use campaigns to analyze how many leads you are generating, how much pipeline you are building, and how many deals are closing as a result of your marketing efforts. However, in order to track and analyze your campaigns effectively, you need to have an organizational structure in place. Whether you are setting up campaigns for the first time or looking for a way to get more out of campaigns, here are 7 tips to help you get started with your campaign organization.
Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead entered a particular stage or when a lead was first actioned. These fields can be used in reports and dashboards. Let’s dive into how to set this up and some example use cases.
You might already be tracking MQLs in Salesforce or in Pardot, but are you tracking all the information you need for enhanced reporting? I’ll walk you through the 3 steps you need to take for complete MQL tracking that can be used within reports and dashboard in Salesforce.
