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Salesforce Pardot QuickStart App

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=pardotqs

Intro

As a service, Salesforce Pardot provides quality reporting on marketing automation. The Pardot QuickStart with Domo provides a quick summary view of web visitor volume and engagement, measurements of prospect volume, sources and regions, open opportunity volume and win rates.

Usage

  • Business questions that can be answered:

    • What you can do today to hit your sales goals?

    • Where are most of your prospects are coming from?

    • How are your customers interacting with your website?

  • Metrics included in the app:

    • Average Sales Cycle

    • Lead Generation

    • Open Opportunities

    • Page Engagement

    • Page View Sources

    • Prospect Activity

    • Prospect Sources

    • Sales and Forecast

    • Sales Funnel

    • Sales Trend

    • Top 10 Wins

    • Top Prospecting Countries

    • Top Prospecting States

    • Visitor Behavior

    • Visitors

    • Win Rate

    • Won vs Lost Deals

Authentication

Username, password, and User Key are required. To find these, do the following:

  1. Log into your Salesforce Pardot account at Pardot.com.

  2. Click the arrow next to the username on the top right-hand corner of the screen.

  3. Copy the User Key and paste it in the User Key field in the Credentials pane for the Salesforce Pardot connector.

  4. Click Settings
    You will be redirected to the My User Information screen.

QuickStart Reports

For report descriptions, see Salesforce Pardot Connector.

Report Configuration / Report Details

The selectable reports will need to be configured as followed:

Report

Scheduling (Change update settings)

Parameter(s)

Selection

Campaign

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Lifecycle History

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Lifecycle Stage

 

None

 

List

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Membership List

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Opportunity

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Prospect

 

Date Filter; Duration;

 

 

 

 

Report Date

Select whether to filter by created date, updated date or date of last activity; Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Prospect Accounts

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Tag

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Tag Object

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

User

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Visit

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Visitor

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Visitor Activity

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

Visitor Page Views

 

Duration; Report Date

Select the duration for the report (a Single Date, or a Date Range); Select report date using relative or specific dates.

 

QuickStart Data

The Pardot QuickStart will provide the following data collections and cards:

Collection

 

Card

Card Description

Data Name

Executive Pulse: 4 metrics you need to track daily.

Lead Generation

LEAD GENERATION
Measures the total number of leads generated for each prospect source. Reallocate resources to grow strategic sources or take advantage of highly profitable prospects.

Prospects

Executive Pulse: 4 metrics you need to track daily.

Sales and Forecast

SALES AND FORECAST
Shows the amount of sales revenue over the specified period. Compare forecasts to your goals and adjust them accordingly.

Opportunities

Executive Pulse: 4 metrics you need to track daily.

Sales Funnel

SALES FUNNEL
Shows total open opportunity value by stage. Analyze deals in each stage of the pipeline for amount and quality. Maintain a healthy pipeline by focusing on shrinking stages. To achieve current period growth, focus on high probability sales in the later stages of the pipeline.

Opportunities

Executive Pulse: 4 metrics you need to track daily.

Visitor Behavior

 

 

Visits

 

Collection

 

Card

Card Description

Data Name

Opportunities and Sales: What you can do today to hit your sales goals.

Average Sales Cycle

AVERAGE SALES CYCLE
Measures the average sales cycle length in days for deals closed. Decrease average sales cycle by training sales staff on messaging, positioning and on guiding prospects through a clear decisioning process.

Opportunities

Opportunities and Sales: What you can do today to hit your sales goals.

Open Opportunities

OPEN OPPORTUNITIES
Tracks the number of open opportunities by pipeline stage in the specified period. Opportunities in the later stages should be prioritized to convert in the current period. Too many lagging opportunities can indicate an ineffective process.

Opportunities

Opportunities and Sales: What you can do today to hit your sales goals.

Sales Trend

SALES TREND
Tracks total sales and average sale size over the specified period. Increase revenue by keeping the sales team focused on target deal size. Combine this data with time spent per deal to prioritize higher value deals over smaller but time-consuming deals.

Average Sale Size = Total Sales Revenue / Number of Sales

Opportunities

Opportunities and Sales: What you can do today to hit your sales goals.

Top 10 Wins

TOP WINS
Ranks the top 10 performing opportunities by won revenue. Increase revenue growth by focusing on higher value deals.

Opportunities

Opportunities and Sales: What you can do today to hit your sales goals.

Win Rate

WIN RATE
Compares the win rate against the number of deals won and the number of opportunities over the specified period. Attack declining win rates with targeted objection handling and performance incentives. Long-term declines can indicate problems with lead source and opportunity qualifying.

Win Rate = Wins / Opportunities

Opportunities

Opportunities and Sales: What you can do today to hit your sales goals.

Won vs Lost Deals

WON VS LOST DEALS
Measures the number of closed deals that were won compared to the number of closed deals that were lost by selected period. Monitor the sales trend and identify trends that may be adversely affecting sales.

Opportunities

 

Collection

 

Card

Card Description

Data Name

Prospects: See where most of your prospects are coming from.

Prospect Activity

PROSPECT ACTIVITY
Measures the number of prospects by activity for the specified period. Predict future prospect volume and determine where you can improve lead quality.

 

Prospects

Prospects: See where most of your prospects are coming from.

Prospect Sources

 

Prospects

Prospects: See where most of your prospects are coming from.

Top Prospecting Countries

 

Prospects

Prospects: See where most of your prospects are coming from.

Top Prospecting States

 

Prospects

 

Collection

 

Card

Card Description

Data Name

Visitors: Discover how your customers are interacting with your website.

Page Engagement

 

Visits

Visitors: Discover how your customers are interacting with your website.

Page View Sources

 

Visits

Visitors: Discover how your customers are interacting with your website.

Visitors

 

Visits