Create Your Campaign Attribution Salesforce Dashboard

Now that you know what Campaign Attribution is, how it works in Qualified, and how to set it up your next step will be to set up your Campaign Attribution Dashboards.

Salesforce dashboards help you easily identify trends in your Conversational Marketing efforts as well as visualize the impact those efforts are having on your overall bottomline.

As you probably know, dashboard components and reports share a 1:1 relationship, meaning each dashboard component that you’ll create is tied directly to a report that you’ve created.

In this guide, we’ll walk you through how to create your Qualified.com Dashboard in Salesforce and some of the key Dashboard components you’ll want to include from our top Salesforce reports.

Dashboard for Campaign Attribution.

Getting Started

To get started, you’ll want to first create a brand new Dashboard in Salesforce and name it Qualified.com Campaign Attribution or similar so that others will know that you’re specifically targeting Qualified.com ROI. 

Component #1: Leads Created by Qualified.com

The first component you’ll want to create is based off the report we created earlier: Leads Created by Qualified.com. 

To get started, select to create a new component in your dashboard. This component will help visualize how many Leads were actually created directly by chat bots or via your sales team using Qualified.

Next, select your report to create the component on your dashboard.

Leads Created by Qualified.com

Change your component settings to the following:

Display As: Bar Chart

X-Axis: Campaign Name
Lead Created Date

Y-Axis: Record Count

Editing the first Component.

You can also choose to create a second component here based on the same report by creating a new component and selecting the display to be a full number as shown below.

Displaying component as a number.



Component #2: Leads Attributed to Qualified.com

The next component you’ll want to create will show you how many Leads interacted with your chat bot or had a live chat with someone on your team. 

To get started, select to create a new component in your dashboard. Next, select the report we created earlier titled ‘Leads Attributed to Qualified.com’ as shown below to created your component.

Selecting the Leads Attributed to Qualified.com Report

Change your component settings to the following:

Display As: Bar Chart

X-Axis: Campaign Name
Lead Created Date

Y-Axis: Record Count

Leads Touched by Qualified Component.

Just as with the component above, you can also add a second component using the same report using a round number to show all Leads touched by Qualified.com.

Component #3: Contacts Attributed to Qualified.com

The next component you’ll want to make sure to have on your dashboard is specifically tied to your existing Contacts in Salesforce and which ones have had conversations within the Qualified app.

To get started, you’ll want to select to create a new component on your dashboard and select your report “Contacts Attributed to Qualified.com” to create the component as shown below.


Contacts Attributed to Qualified.com

Change your component settings to the following:

Display As: Bar Chart

X-Axis: Campaign Name
Member First Associated Date

Y-Axis: Record Count

Edit component.

Component #4: ABM Contacts Attributed to Qualified.com

The final component you’ll want to make sure to create in your dashboard will be for your Contacts that are part of your ABM model. In this component, we’ll show how many ABM Contacts have had conversations with Qualified.

To get started, add a new component to your dashboard and select the report you created earlier titled, “ABM Contacts in Qualified.com”

ABM Contacts Attributed to Qualified.com

Change your component settings to the following:

Display As: Bar Chart

X-Axis: Campaign Name
Member First Associated Date

Y-Axis: Record Count

ABM Contacts Attributed to Qualified.com

Just as with the component above, you can also add a second component using the same report using a round number to show all  ABM Contacts touched by Qualified.com.

ABM Components.

Summary

Creating a Qualified.com specific Salesforce Dashboard will help you and your team quickly see the ROI on your Qualified Experiences. A few components you'll want to consider adding (but are certainly not limited to) are: Qualified.com Created Leads, Qualified.com Attributed Leads, Qualified.com Attributed Contacts, and your ABM Contacts that have been attributed by Qualified.com.

Next Steps

To continue learning about how to report on the ROI of Qualified check out the guides below:



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