New Discover Dashboard Guide
Last update: March 4, 2024
- 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 |
|
| Growth |
|
| ROI |
|
| Account Based Marketing |
|
| Marketing Spend |
|
| Web Traffic |
|
| CMO |
|
| Paid Media | Users can apply filters for Paid Media channels in the Web Traffic Dashboard. |
| Content Marketing |
|
| Marketing Ops | Marketing Ops Dashboard |
| Velocity |
|
| Snapshot | Users can obtain a snapshot of records by filtering for a specific date in the Passport Dashboard. |
| Passport |
|
| Engagement Path | Engagement Path Dashboard |
| Cohort Journey |
|
| 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
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. Keep an eye out for a feedback form in Marketo Measure.
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