Creating Your Salesforce Campaign Influence Dashboard

If you've been following our guides, by now you’ve got your Campaign Attribution locked down, your Salesforce Reports have been created, and you’re ready to start on your Qualified.com Salesforce Dashboard. Salesforce Dashboards are a visual display of some 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. You'll use the Campaign Influence reports that we've created in our previous guide to create each component you see below.

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.

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 that others will know that you’re specifically targeting Qualified.com ROI.

Salesforce Dashboard.


Create Your Influenced Opportunity Components

Your first components will draw from your Influenced Qualified.com 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 report “Qualified.com Influenced Opportunities.”

Once that’s selected you’ll want to add two key components as shown in the video below: 

  1. Total value of Opportunities Influenced and 
  2. Number of total Opportunities Influenced

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:

  1. Qualified.com Influenced Closed Opportunities
  2. Qualified.com 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 below 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.


Create Your Influenced ABM Opportunity Components

If you’re running ABM on your marketing side of things, this will be extremely important for you to add. You’ll want to make sure that you’ve first created our Qualified.com Influenced ABM Opportunities report and from there select to create your new component.

In this component you’ll want to call out the dollar value of ABM Opportunities that have been influenced by Qualified.com. You can also add two other important Dashboard Components as well using the same report we created previously:

  1. Qualified.com Influenced ABM Opportunities by number
  2. Qualified.com Influenced ABM Opportunities broken down by Experience (if you are using Campaign Hierarchy)

Create your Campaign Leads Component

The last component you'll want to add to your Dashboard is your Campaign Lead component. To do this, you'll want to create a new compoenent 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.

Summary

Creating a Qualified.com specific Salesforce Dashboard will help you and your executive 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 Influenced Opportunities (both open + closed), Qualified.com Influenced ABM Opportunities, and Qualified.com Campaign Leads.

Next Steps

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

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