How to Create a Pardot Dashboard to Measure Tourial's Impact

This guide will walk you through the process of creating a dashboard in Pardot to track and measure the impact of Tourial on your business.

NOTE: Since every MAP/CRM setup is different, these instructions may not be 100% accurate based on the setup of your Pardot instance.

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Step 1: Create a Pardot Dynamic List

Before diving into reports, the first step is to create a Dynamic List in Pardot to segment contacts who have interacted with your Tourials. This list will be used to filter and refine the data you’ll analyze in your reports.

1. Navigate to Pardot Lists In Pardot, go to the Prospects tab and select Segmentation Lists.

2. Create a New Dynamic List Click + Add List and choose Dynamic List.

3. Name Your List Name the list something relevant, like Tourial Engagement by Contact.

4. Add Filters Add filters to segment contacts who have viewed or engaged with a Tourial:

   1. Tourial: Last Tourial Viewed is known – This filter ensures that only contacts who have interacted with a Tourial are included.

   2. Company Name is not any of [YOUR COMPANY NAME] – Exclude internal employees or irrelevant data.

   3. Tourial: Last Session Date is within [your chosen timeframe] – For example, within the last 365 days (or 180, 90, 60 days, depending on your needs).

   4. Lifecycle Stage – You can filter by lifecycle stage (e.g., Lead, MQL, SQL, Opportunity) if needed.

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Step 2: Create Reports in Pardot

With your dynamic list in place, you can now create the key reports to track Tourial's impact across various stages of your marketing and sales processes. Below are some essential reports to include in your Pardot dashboard.

Report 1: Tourial Views by Lifecycle Stage

Goal: This report shows how many contacts have viewed Tourials, segmented by lifecycle stage, over a given time period (e.g., monthly, quarterly).

1. Data Sources:

   1. Prospects

   2. Opportunities (if available)

2. Configuration:

   1. Chart Type: Bar Chart

   2. X-axis: Tourial: Last Session Date (broken down by month, quarter, etc.)

   3. Y-axis: Count of Prospects

   4. Break Down By: Lifecycle Stage

3. Filters:

   1. Prospects: Tourial: Last Session Date is within the last 365 days (or another timeframe)

   2. Prospects: Is member of [the dynamic list created above]

   3. Filter rules: Include data if it matches "ALL of the filters below."

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Report 2: Tourial Influenced Pipeline Report

Goal: This report tracks how Tourial influences your revenue pipeline by associating Tourial sessions with deal stages and opportunity value.

1. Data Sources:

2. • Prospects

   • Opportunities

3. Configuration:

4. • Chart Type: Horizontal Bar

   • X-axis: Opportunity Amount (sum of opportunity values)

   • Y-axis: Opportunity Stage

   • Break Down By: Original Source (e.g., Organic, Paid Search, Referral)

5. Filters:

6. • Prospects: Number of Associated Opportunities is greater than 0

   • Prospects: Is member of [dynamic list]

   • Opportunities: Opportunity Stage has been updated in the last 365 days (or your desired timeframe)

   • Opportunities: Opportunity Stage is any of [selected deal stages]

   • Filter rules: Include data if it matches "ALL of the filters below."

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Report 3: Most Recent Tour Engagement

Goal: This report identifies which Tourials have been viewed most recently and how many contacts engaged with each one, providing insights into the popularity and engagement of your assets.

1. Data Sources:

   1. Prospects

   2. Opportunities

2. Configuration:

   1. Chart Type: Bar Chart

   2. X-axis: Tourial: Last Tourial Viewed

   3. Y-axis: Count of Prospects

3. Filters:

   1. Prospects: Tourial: Last Session Date is within the last 365 days (or your preferred timeframe)

   2. Prospects: Tourial: Last Tourial Viewed is known (or filter by specific Tourials you want to analyze)

   3. Filter rules: Include data if it matches "ALL of the filters below."

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Report 4: Tourial Sessions by UTM Source/Medium

Goal: This report shows the total number of Tourial sessions segmented by UTM source and medium, helping you understand how your campaigns are driving engagement with your Tourials.

1. Data Sources:

   1. Prospects

   2. Opportunities

   3. Website Activity

2. Configuration:

   1. Chart Type: Horizontal Bar

   2. X-axis: Sum of Tourial Sessions

   3. Y-axis: UTM Medium

   4. Break Down By: UTM Source

3. Filters:

   1. All Events: Event timestamp is within the last 365 days (or your preferred timeframe)

   2. Prospects: Tourial: Last Tourial Viewed is known

   3. Page Views: UTM Source doesn’t contain any of [No value]

   4. Prospects: utm_source is known

   5. Page Views: UTM Medium doesn’t contain any of [No value]

   6. Filter rules: (1 AND 2 AND 4) OR (1 AND 3 AND 4).

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Report 5: Active Deals with Tourial Influence

Goal: This report shows the number of deals and the number of unique Tourials viewed at each deal stage, offering insight into Tourial’s direct influence on your sales pipeline.

1. Data Sources:

   1. Prospects

   2. Opportunities

2. Configuration:

   1. Chart Type: Combination (Bar for Opportunities and Line for Unique Tourials Viewed)

   2. X-axis: Opportunity Stage

   3. Y-axis 1: Count of Opportunities

   4. Y-axis 2: Sum of Tourial: Total Unique Tourials Viewed

3. Filters:

   1. All Events: Event timestamp is within the last 365 days (or desired timeframe)

   2. Opportunities: Opportunity Stage is any of [selected deal stages]

   3. Prospects: Number of Associated Opportunities is greater than 0

   4. Filter rules: Include data if it matches "ALL of the filters below."

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Report 6: Lead Count by Tourial Viewed

Goal: This report shows the total number of leads who have viewed each specific Tourial, helping you assess which assets are resonating with your audience.

1. Data Sources:

   1. Prospects

   2. Opportunities

2. Configuration:

   1. Chart Type: Pie Chart

   2. Break Down By: Tourial: Last Tourial Viewed

   3. Values: Count of Prospects

3. Filters:

   1. All Events: Event timestamp is within the last 365 days (or your chosen timeframe)

   2. Prospects: Tourial: Last Tourial Viewed is equal to any of [specific Tourials you want to analyze]

   3. Filter rules: Include data if it matches "ALL of the filters below."

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Step 3: Add Reports to Your Pardot Dashboard

Once you’ve created your reports, you can add them to a Pardot dashboard for easy access and monitoring.

1. Go to Pardot Analytics In Pardot, navigate to the Reports section.

2. Create a New Dashboard Click on Create New Dashboard and give it a name, such as Tourial Engagement Dashboard.

3. Add Reports to the Dashboard After creating the dashboard, click Add Report and choose the reports you’ve created. Arrange them in a layout that suits your needs.

4. Customize and Share Once your dashboard is set up, you can customize the layout to fit your workflow. Share the dashboard with your team or set up automated email reports to keep everyone informed.

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Conclusion

By following these steps, you’ll have a comprehensive Pardot dashboard that tracks and measures the impact of Tourial on your marketing and sales processes. Monitoring key metrics like Tourial views, pipeline influence, and UTM source/medium performance will provide valuable insights into how Tourial contributes to your business growth. This will help you make informed, data-driven decisions to improve your ROI.

If you have any questions or need further assistance, feel free to contact our support team!