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Dynamic Pardot Reporting
with Wave
2
Topic Points
What is Wave – the basics
Reporting issues a marketer experiences
Wave for B2B Marketing – out of the box
Thinking a little further…
Introduction to Wave
A marketer’s reporting issues
Lead generation
Understand which marketing efforts are most effective.
Understand the revenue generated from campaigns.
Marketing engagements
Missing overview of open and click rate for different email campaigns.
Often need to view certain campaigns and compare them to each other (tags,
date range etc.).
GIVES AN OVERVIEW OF THE MARKETING PIPELINE
AND ENGAGEMENT OF MARKETING ASSETS
Marketing Manager Dashboard
DEEP DIVE INTO HOW YOUR EMAILS, FORMS AND
LANDING PAGES ARE PERFORMING BASED ON
DIFFERENT METRICS
Engagement Dashboard
DEEP DIVE INTO THE MARKETING PIPELINE,
OPPORTUNITY LIFETIME AND WHICH CAMPAIGNS AND
LEAD SOURCES DRIVE MORE BUSINESS
Pipeline Dashboard
APP
A folder where you store dataset,
lenses and dashboards
DATASET
A table containing data;
measures and dimensions
LENS
A single exploration of a dataset
DASHBOARD
A collection of lenses
Key Definitions
Summary
How to find wave (app selector)
Main navigation
Wave for B2B Marketing App
3 dashboards
Drill in a lens
Pardot data sets to build own
dashboards
Thank you.
rikke.hovgaard@makepositive.com
14

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Dynamic Pardot Reporting with Wave

  • 2. 2 Topic Points What is Wave – the basics Reporting issues a marketer experiences Wave for B2B Marketing – out of the box Thinking a little further…
  • 4. A marketer’s reporting issues Lead generation Understand which marketing efforts are most effective. Understand the revenue generated from campaigns. Marketing engagements Missing overview of open and click rate for different email campaigns. Often need to view certain campaigns and compare them to each other (tags, date range etc.).
  • 5. GIVES AN OVERVIEW OF THE MARKETING PIPELINE AND ENGAGEMENT OF MARKETING ASSETS Marketing Manager Dashboard
  • 6.
  • 7. DEEP DIVE INTO HOW YOUR EMAILS, FORMS AND LANDING PAGES ARE PERFORMING BASED ON DIFFERENT METRICS Engagement Dashboard
  • 8.
  • 9. DEEP DIVE INTO THE MARKETING PIPELINE, OPPORTUNITY LIFETIME AND WHICH CAMPAIGNS AND LEAD SOURCES DRIVE MORE BUSINESS Pipeline Dashboard
  • 10.
  • 11. APP A folder where you store dataset, lenses and dashboards DATASET A table containing data; measures and dimensions LENS A single exploration of a dataset DASHBOARD A collection of lenses Key Definitions
  • 12. Summary How to find wave (app selector) Main navigation Wave for B2B Marketing App 3 dashboards Drill in a lens Pardot data sets to build own dashboards
  • 14. 14

Editor's Notes

  1. Wave is a analytics and reporting platform by Salesforce. It allows you to get an overview of a situation and drill into the data on the spot. You can get data from SF every night Import CSV Automate data import using third party tool like jitterbit and informatica
  2. When I talk to customers they are always concerned about performance and reporting on this. Key areas for marketing is lead gen and engagements. People even copy data from Pardot into excel and do calculations there to compare campaigns – time consuming.