New Discover Dashboard Guide

Last update: 2024-02-23

We’re thrilled to introduce our Discover dashboard redesign. Our primary goal is to offer you a more streamlined and intuitive experience. With cleaner visuals and simpler navigation, this revamp not only retains most of the existing metrics, but also introduces fresh insights. Dive in and discover the enhanced clarity and added value.

Old Dashboard New Location
Overview
  • Revenue: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Overview:
    • Attributed Revenue Dashboard: Attributed revenue by channel over time chart
    • ROI Dashboard: Cost over time chart
  • Spend: ROI Dashboard
  • Deals: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Cost per Deal: ROI Dashboard
  • Channel/Subchannel/Campaign Summary:ROI Dashboard
  • ROI & ROI Summary:ROI Dashboard
  • Pipeline Revenue:Deprecated (see below)
  • Average Deal Size: Deprecated (see below)
Growth
  • Revenue & Revenue Over Time: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Deals: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Leads: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Opportunities: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Visits & Visits Over Time: Web Traffic Dashboard
  • Unique Visits & Unique Visits Over Time: Web Traffic Dashboard
  • Site Forms & Site Forms Over Time: Web Traffic Dashboard
  • Deals Over Time : Deprecated (see below)
  • Pipeline Revenue : Deprecated (see below)
  • Pipeline Revenue Over Time : Deprecated (see below)
  • Leads Over Time : Deprecated (see below)
  • Contacts & Contacts Over Time : Deprecated (see below)
  • Opportunities Over Time : Deprecated (see below)
ROI
  • Channel/Subchannel/Campaign ROI Summary: ROI Dashboard
  • Keyword & Creative ROI Summary:Deprecated (see below)
Account Based Marketing
  • Revenue: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Leads Matched: ROI Dashboard
  • Touchpoint Count:ROI Dashboard
  • Accounts Engaged:Engagement Dashboard
  • Opportunities Engaged :Engagement Dashboard
  • Individuals Engaged :Engagement Dashboard
  • Average Number of Touches per Account: Engagement Dashboard
  • Touchpoints Over Time:Engagement Dashboard
  • Accounts by Touchpoint Count: Engagement Dashboard
  • Pipeline Revenue:Deprecated (see below)
Marketing Spend
  • Revenue: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Spend: ROI Dashboard
  • ROI: ROI Dashboard
  • Spend by Channel/Subchannel/Campaign: ROI Dashboard
Web Traffic
  • Unique Visits:Web Traffic Dashboard
  • Visits:Web Traffic Dashboard
  • Page Views:Web Traffic Dashboard
  • Site Forms:Web Traffic Dashboard
  • Overview:Web Traffic Dashboard
  • Web Traffic Summary:Web Traffic Dashboard
  • Referrer Summary:Web Traffic Dashboard
  • Unique Visits by Source:Web Traffic Dashboard
  • Visits by Source:Web Traffic Dashboard
  • Leads by Form URL:Web Traffic Dashboard
  • Cost per Unique Visit
  • Cost per Visit
  • Revenue per Unique Visit
  • Revenue per Visit
  • Leads by Landing Page
CMO
  • Revenue: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Overview:
    • Attributed Revenue Dashboard: Attributed revenue by channel over time chart
    • ROI Dashboard: Cost over time chart
  • Spend: ROI Dashboard
  • Deals: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Cost per Deal: ROI Dashboard
  • Channel/Subchannel/Campaign Summary:ROI Dashboard
  • Pipeline Revenue:Deprecated (see below)
  • Average Deal Size: Deprecated (see below)
Paid Media Users can apply filters for Paid Media channels in the Web Traffic Dashboard.
Content Marketing
  • Overview:Web Traffic Dashboard
  • Site Forms: Web Traffic Dashboard
  • Unique Visits: Web Traffic Dashboard
  • Top Landing Pages by Unique Visits: Web Traffic Dashboard
  • Top Landing Pages by Visits: Web Traffic Dashboard
  • Landing Pages by Lead Count: Web Traffic Dashboard
  • Leads: Web Traffic Dashboard
  • Opportunities: Attributed Revenue, Revenue Overview, ROI Dashboards
  • Web Traffic Summary: Web Traffic Dashboard
  • Form URLs by Channel : Web Traffic Dashboard (filter Site Forms tile by Channel)
  • Landing Pages by Revenue: Deprecated (see below)
  • Pipeline Revenue: Deprecated (see below)
  • Landing Pages by Pipeline Revenue:Deprecated (see below)
  • Landing Pages by Opportunity Count:Deprecated (see below)
  • Lead Pipeline Summary: In review
  • Opportunity Pipeline Summary: In review
Marketing Ops

Marketing Ops Dashboard

Velocity
  • Velocity (Days): Velocity Dashboard
  • Deal Velocity by Channel: Velocity Dashboard
  • Lead Velocity by Channel: Velocity Dashboard
  • Average Deal Velocity: Velocity Dashboard
  • Average Lead Velocity: Velocity Dashboard
  • Opportunity Velocity Over Time: Velocity Dashboard
  • Lead Velocity Over Time: Velocity Dashboard
  • BT/BAT Over Time:Engagement Dashboard
  • Open Opportunities: Deprecated (see below)
  • Average Deal Size: Deprecated (see below)
  • Win Rate: Deprecated (see below)
Snapshot Users can obtain a snapshot of records by filtering for a specific date in the Passport Dashboard.
Passport
  • Opportunities & Leads/Contacts: Passport Dashboard
Engagement Path

Engagement Path Dashboard

Cohort Journey
  • Cohort Funnel:Cohort Journey Dashboard
  • Cohort Impact & Revenue:Deprecated (see below)




Deprecated Metrics Reasoning

Pipeline Revenue

Pipeline attribution inherently poses a challenge, as it's forward-looking, whereas attribution is a backward-looking process. Attempting to apply attribution to the pipeline prematurely can lead to incomplete touchpoint data, introducing bias to the results. Instead, we've incorporated unrealized pipeline data within the ROI dashboard. Additionally, this data remains accessible via custom report authoring.

Pipeline Revenue Over Time

Landing Pages by PipelineRevenue

Average Deal Size

We've opted not to duplicate these CRM data points in our dashboards to emphasize attribution insights.

Open Opportunities

Win Rate

Deals Over Time

These metrics are already provided in the KPI tiles. We've excluded their time-series view from our dashboard to avoid redundancy and maintain clarity.
Contacts Over Time
Opportunities Over Time
Leads Over Time

Keyword & Creative ROI Summary

These dimensions are platform-specific and do not offer a holistic view of web traffic. We recommend users to explore channel/subchannel/campaign data in Marketo Measure and then delve into specific platform tools for keyword/creative-level insights to maintain accuracy and context.

Cost per Unique Visit

Introducing business metrics like revenue or cost into a web traffic dashboard can lead to misinterpretations. We advocate for focusing on insights revealing the impact of your web traffic on lead generation. For a deeper dive into attribution or ROI, analyzing at the channel/subchannel/campaign level is essential, ensuring clarity and precision. Additionally, this data remains accessible via custom report authoring.


Cost per Visit

Revenue per Unique Visit

Revenue per Visit

Leads by Landing Page

Landing Pages by Revenue

Landing Pages by Opportunity Count

Cohort Impact & Revenue Deprecated due to its potential to confuse users. Our aim is clarity and immediate data value.

Features We’ve Phased Out

Filter Updates: To streamline your experience, we’ve adjusted our filter selections as below.

  • Date Type, Metric, Dimension, Group By: These settings are now predefined for each dashboard to optimize insight delivery. Detailed specifics are accessible via tooltips and accompanying documentation.
  • Campaign Source
  • Account ID and Name: Under review.

New Additions and Improvements

New features can be found in the Discover Dashboard Basics article.

Feedback

As we continually strive to enhance your experience, we’d greatly appreciate your feedback on this latest update. Your thoughts will directly influence future refinements, ensuring our platform always aligns with your needs. Please keep an eye out for a feedback form in Marketo Measure.

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