If you've been following our articles, by now you’ve got your Campaign Attribution locked down, your Salesforce reports have been created, and you’re ready to start on your Salesforce dashboard about Qualified-influenced accounts.
Salesforce dashboards are a visual display of your key metrics and trends. Creating a dashboard dedicated to your conversational marketing efforts helps your marketing team track ROI and can easily be shared with key stakeholders.
Dashboard components and Salesforce reports share a 1:1 relationship, meaning each dashboard component that you’ll create is tied directly to a report that you’ve created. Use your campaign influence reports to create components on a dashboard.
In this article, we’ll walk you through how to create your Qualified dashboard in Salesforce and some of the key dashboard components you’ll want to include from our top Salesforce reports.
Getting Started
To get started, you’ll want to first create a brand new dashboard in Salesforce and name it something similar to "Qualified.com" or "Qualified Conversational Marketing Dashboard" so it's clear that you’re specifically targeting Qualified ROI.
Create Your ABM Opportunities
If you’re running ABM on your marketing side of things, this will be extremely important for you to add. First, create a "Qualified.com Influenced ABM Opportunities" report. You'll create dashboard tiles that pull from that report.
In this component, call out the dollar value of ABM Opportunities that have been influenced by Qualified. You can also add two other important dashboard components using the same report:
- Qualified-influenced ABM opportunities by number
- Qualified-influenced ABM opportunities by experience (if you are using Campaign Hierarchy)
Create Your Influenced Opportunity Components
Your first components will draw from your Influenced Qualified Opportunities. We’ll look at both the number of Opportunities influenced as well as the dollar amount of those opportunities.
Select to create a new component from your previously created Salesforce report “Qualified.com Influenced Opportunities.”
Once that’s selected, you’ll want to add two key components as shown in the video below:
- Total value of opportunities influenced
- Total number of opportunities influenced
Create your Campaign Leads Component
The last component you'll want to add to your dashboard is your campaign lead component. Create a new component and select your report created earlier titled "Qualified.com Campaigns with Leads."
This component will give you and your stakeholders a quick visualization of how many Leads have come in from Qualified.com and later on associated with your campaign.
Create Your Open & Closed Opportunity Components
Next, you can get a bit more granular if you’d like and add two components to visualize the information you’ve just added above:
- Qualified-influenced closed opportunities
- Qualified-influenced open opportunities
Keep in mind that you’ll need to create another report to filter for just closed opportunities if you have not yet done so. You’ll see in the video above that we’ve added both components to our dashboard, removing the stage and filtering by campaign name to clearly see which experience has given us more ROI.
Summary
Creating Qualified-specific Salesforce dashboards will help you and your executive team quickly see the ROI on your Qualified experiences. A few components you'll want to consider adding are: Qualified-influenced opportunities (open and closed), Qualified-influenced ABM opportunities, and Qualified campaign leads.