Salesforce Pardot QuickStart App
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
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Business questions that can be answered:
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What you can do today to hit your sales goals?
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Where are most of your prospects are coming from?
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How are your customers interacting with your website?
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Metrics included in the app:
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Average Sales Cycle
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Lead Generation
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Open Opportunities
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Page Engagement
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Page View Sources
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Prospect Activity
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Prospect Sources
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Sales and Forecast
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Sales Funnel
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Sales Trend
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Top 10 Wins
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Top Prospecting Countries
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Top Prospecting States
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Visitor Behavior
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Visitors
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Win Rate
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Won vs Lost Deals
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Authentication
Username, password, and User Key are required. To find these, do the following:
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Log into your Salesforce Pardot account at Pardot.com.
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Click the arrow next to the username on the top right-hand corner of the screen.
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Copy the User Key and paste it in the User Key field in the Credentials pane for the Salesforce Pardot connector.
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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 |
Prospects |
Executive Pulse: 4 metrics you need to track daily. |
Sales and Forecast |
SALES AND FORECAST |
Opportunities |
Executive Pulse: 4 metrics you need to track daily. |
Sales Funnel |
SALES FUNNEL |
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 |
Opportunities |
Opportunities and Sales: What you can do today to hit your sales goals. |
Open Opportunities |
OPEN OPPORTUNITIES |
Opportunities |
Opportunities and Sales: What you can do today to hit your sales goals. |
Sales Trend |
SALES TREND |
Opportunities |
Opportunities and Sales: What you can do today to hit your sales goals. |
Top 10 Wins |
TOP WINS |
Opportunities |
Opportunities and Sales: What you can do today to hit your sales goals. |
Win Rate |
WIN RATE |
Opportunities |
Opportunities and Sales: What you can do today to hit your sales goals. |
Won vs Lost Deals |
WON VS LOST DEALS |
Opportunities |
Collection
|
Card |
Card Description |
Data Name |
---|---|---|---|
Prospects: See where most of your prospects are coming from. |
Prospect Activity |
PROSPECT ACTIVITY
|
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 |