New Discover Dashboard Guide new-discover-dashboard-guide

Last update: Mon Mar 04 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Reporting

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. It is recommended that users 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 features-weve-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-additions-and-improvements

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

Feedback 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. Keep an eye out for a feedback form in Marketo Measure.

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