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

This guide will walk you through the process of setting up a dashboard in Salesforce 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 Salesforce instance.

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Step 1: Create a Salesforce Report Type for Tourial Engagement

Before you can create dashboards or reports in Salesforce, you’ll need to create a custom report type or use an existing one to segment and track your Tourial data. Here’s how to get started:

1. Navigate to Salesforce Reports Log into Salesforce, then go to the Reports tab.

2. Create a New Report Type

   1. Click New Report Type.

   2. Choose Primary Object: Contacts or Leads (depending on which you use in your sales process).

   3. For the Related Object, choose Activities or Custom Tourial Engagement Data (if you've set up custom fields for Tourial tracking).

3. Add Custom Fields Ensure you have fields set up for tracking Tourial data such as:

   1. Tourial: Last Tourial Viewed

   2. Tourial: Last Session Date

   3. Tourial: Total Sessions

   4. Tourial: All Tourials Viewed

   5. Tourial: Unique Tourials Viewed You can add these custom fields to your reports to monitor how each contact or lead engages with Tourials.

4. Create a New Report

   1. Once the report type is created, go to Reports, click on New Report, and choose the custom report type you just created. You can now start building out your report based on Tourial engagement data.

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Step 2: Create Reports in Salesforce

Once your report type is set up, you can create detailed reports to measure Tourial’s impact on your business. Here are several essential reports you can create in Salesforce to track Tourial Engagement, pipeline influence, and more.

Report 1: Tourial Views by Lifecycle Stage

Goal: This report tracks the number of contacts who have engaged with Tourials, broken down by their lifecycle stage (e.g., Lead, MQL, SQL, Opportunity).

1. Data Sources:

   1. Contacts

      1. Opportunities (if applicable)

2. Configuration:

   1. Chart Type: Vertical Bar

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

   3. Y-axis: Count of Contacts

   4. Break Down By: Lifecycle Stage

3. Filters:

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

   2. Contacts: Is member of [dynamic list you created earlier]

   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 shows the total dollar amount in deals influenced by Tourial, segmented by original source (e.g., Paid Search, Organic, Referral), to understand how Tourial affects your revenue pipeline.

1. Data Sources:

   1. Contacts

   2. Opportunities

2. Configuration:

   1. Chart Type: Horizontal Bar

   2. X-axis: Sum of Opportunity Amount

   3. Y-axis: Opportunity Stage

   4. Break Down By: Original Source

3. Filters:

   1. Contacts: Number of Associated Opportunities is greater than 0

   2. Contacts: Is member of [dynamic list]

   3. Opportunities: Opportunity Stage has been updated in the last 365 days (or your preferred timeframe)

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

   5. 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 Tourial.

1. Data Sources:

   1. Contacts

   2. Opportunities

2. Configuration:

   1. Chart Type: Vertical Bar

   2. X-axis: Tourial: Last Tourial Viewed

   3. Y-axis: Count of Contacts

3. Filters:

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

   2. Contacts: 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 tracks the number of Tourial sessions based on UTM source and UTM medium, helping you evaluate how well your campaigns are driving traffic to your Tourials.

1. Data Sources:

   1. Contacts

   2. Opportunities

   3. Web 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 chosen timeframe)

   2. Contacts: Tourial: Last Tourial Viewed is known

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

   4. Contacts: 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 tracks the number of active deals and the number of unique Tourials viewed at each deal stage, showing the direct influence of Tourial on your pipeline.

1. Data Sources:

   1. Contacts

   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 your preferred timeframe)

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

   3. Contacts: 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 how many leads have engaged with each specific Tourial, helping you understand which assets are driving the most engagement.

1. Data Sources:

   1. Contacts

   2. Opportunities

2. Configuration:

   1. Chart Type: Pie Chart

   2. Break Down By: Tourial: Last Tourial Viewed

   3. Values: Count of Contacts

3. Filters:

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

   2. Contacts: Tourial: Last Tourial Viewed is equal to any of [specific Tourials you want to focus on]

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

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Step 3: Add Reports to Your Salesforce Dashboard

Once your reports are created, you can add them to a Salesforce dashboard to easily track and analyze Tourial's impact.

1. Go to Salesforce Dashboards In Salesforce, navigate to the Dashboards tab.

2. Create a New Dashboard Click Create New Dashboard and give it a name, like Tourial Engagement Dashboard.

3. Add Reports to the Dashboard Once your dashboard is created, click + Add Component and select the reports you’ve created. Arrange them in a layout that suits your needs.

4. Customize and Share Customize your dashboard to highlight the key metrics that matter most to your business. Share it with your team or set up automated email reports to keep stakeholders informed.

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Conclusion

By following these steps, you'll be able to create a comprehensive Salesforce dashboard that tracks Tourial engagement, pipeline influence, and other key metrics to measure Tourial's ROI. Monitoring key data like Tourial views, revenue influence, and UTM performance will help you make informed decisions about your marketing and sales efforts.

If you have any questions or need additional help, don't hesitate to reach out to our support team!