- Overview
- Introduction to Marketo Measure
- Marketo Measure Tracking
- Setting Up Tracking
- Best Practices for Implementing Marketo Measure JavaScript
- Adding Marketo Measure Script
- Adding Marketo Measure Script via Google Tag Manager
- Adding Marketo Measure Script to Different Form Providers
- Adding Marketo Measure JavaScript to Pardot
- Adding Marketo Measure Script to Lightbox Forms
- Adding Marketo Measure Script to Sitecore Pages
- Adding Marketo Measure Script to Uberflip Forms
- Adding Marketo Measure to Act-On Forms
- Adding Marketo Measure to Hubspot
- Adding Marketo Measure to Marketo Landing Pages
- AJAX Form Handling
- Connecting Marketo Measure to Unbounce Script Manager
- IFrame Forms and Marketo Measure
- Excluding Marketo Measure from Specific Forms
- Marketo Measure Cookies
- Definition of Marketo Measure Web Sessions
- Best Practices for Testing
- Setting Up Tracking
- Configuration and Setup
- Getting Started with Marketo Measure
- Marketo Measure and Salesforce
- Marketo Measure Salesforce Package Installation and Set Up
- Salesforce Package Consolidation
- Connect Marketo Measure to Salesforce
- Best Practices for Marketo Measure CRM Package
- Marketo Measure Salesforce Objects
- How Marketo Measure and Salesforce Interact
- Marketo Measure Object and Field Taxonomy
- Marketo Measure Fields on Standard Salesforce Objects
- Page Layout Instructions
- Hiding Unnecessary Report Types
- Creating a Marketo Measure Profile
- Marketo Measure Permission Sets
- Recommended Salesforce Permissions for Marketo Measure Connected User
- Sandbox Testing
- Marketo Measure Insights (Canvas App)
- Channel Tracking and Setup
- API Connections
- Marketing Spend
- Advanced Marketo Measure Features
- Marketo Measure Discover UI
- Marketo Measure and Adobe
- Marketo Measure and Dynamics
- Marketo Measure and Marketo
- Marketo Measure Salesforce Reporting
- Marketo Measure Data Warehouse
- BI Report Templates
- Security and Compliance
- Marketo Measure Ultimate
- Miscellaneous
- Other Related Resources
- Marketo Measure Maintenance
- Marketo Measure Resource List
- Call Tracking Integration
- Difference between a Google Analytics Conversion and a Buyer Touchpoint
- Email Tracking Parameter
- Granting Salesforce Access to Marketo Measure Support
- Privacy Request
- Remove Marketo Measure Tracking Parameters from the Landing Page URL in Google Analytics
- Transitioning to Marketo Measure from Full Circle
- Other Related Resources
- Release Notes
Snapshot Dashboard Documentation
Snapshot dashboard enables you to view the state of your CRM at any given point in time, with the distribution of records across Lead/Contact and Opportunity stages.
This dashboard has two tiles:
- Lead/Contact Snapshot: The number of Lead or Contact records in each stage on the selected date.
Across all Discover dashboards, only one person object, either Lead or Contact, can be reported. This is set in Settings > Reporting > Attribution Settings > Default Dashboard Object.
- Opportunity Snapshot: The number of Opportunity records in each stage on the selected date.
This dashboard supports the following filters (all filters apply to both tiles):
- Snapshot Date: select the snapshot date.
- CRM Account ID/Name: filter the records by CRM Account IDs or Names.
Suggestions show names only.
- Channel: filter the records by channels. A record is associated to a channel if any of its touchpoints are associated to the channel.
- Subchannel: filter the records by subchannels. A record is associated to a subchannel if any of its touchpoints are associated to the subchannel.
- Campaign: filter the records by campaigns. A record is associated to a campaign if any of its touchpoints are associated to the campaign.
- Campaign Source: filter the records by campaign sources. Example campaign sources are Adwords, BingAds, Facebook, LinkedIn, etc. A record is associated to a campaign source if any of its touchpoints are associated to the campaign source.
- Ad Account ID/Name: filter the records by Ad Account IDs or Names. A record is associated to an Ad Account if any of its touchpoints is associated to a campaign from the selected Ad Accounts.
Suggestion show names only.
- Segment filters: filter the records by custom segments. A record is associated to a segment if any of its touchpoints are associated to the segment.
Across all filters, “AND” logic is used.
If a record changes stage on the selected date, the record will be counted for the from and to stages, and all pass-through stages.
Lead/Contact Snapshot
Stages include FT, LC and selected Funnel stages in Open Lead/Contact Stages (Settings > CRM > Stage Mapping).
You can drill down from each bar to view the Lead/Contact records for each stage.
Opportunity Snapshot
Stages include FT, LC, selected Funnel stages in Open Lead/Contact Stages (Settings > CRM > Stage Mapping). And OC and selected Funnel stages in Open Opportunity Stages (Settings > CRM > Stage Mapping).
You can drill down from each bar to view the Opportunity records for each stage.
Resources
Adobe Account
