ABM Live-Demo

Read before building:

Track Date Properties

This is a video guide repository for the ABM Live Demo

A note on the pre-reading:

Track date properties is the recommended way to build all CRM and MAP goals that have time stamps. Some of the videos below will walk you through the process while other will assume you’ve set your goals up using Track Date Properties.

Goals Needed to Build this Dashboard:

Video	Video Link
Close Lost	https://www.loom.com/share/85196ee82d3c4a4f94f40d21a12d1480?sid=204a2579-c9c0-4140-9d1f-d0e1639eb4fd
Contact Created	https://www.loom.com/share/4a615dd652d54b64ab28ac1ac334ff80?sid=6b6ae35d-1090-43c4-849c-66056ff0ea82
LinkedIn Engagements (Clicks)	https://www.loom.com/share/66da56967b7c4e2c856651531caea73a?sid=90feac93-5374-485c-9751-1df8529bee44
LinkedIn Impressions	https://www.loom.com/share/1b3bd6ff3983439cb5f300274090190d?sid=cd2f1467-dbcf-4d88-8c29-b52c2803bea2
Intent Goal	https://www.loom.com/share/1a580cc911ff458ba25b93de62a90057?sid=9f019ad9-82d0-4c3d-b994-968f01ec45f3
Marketing Touchpoints	https://www.loom.com/share/eac50d4d0c694322b95296041be7b090?sid=34b031e0-7604-4e29-bdb9-c133d0944217
Sales Touchpoints	https://www.loom.com/share/ef4dc0442fe14051957c51b657f51568?sid=4a4dd25c-b7dc-4296-8cd2-26c1dbce4868
Deal Created - All	https://www.loom.com/share/9aa02150acdf4e89854b5cd808d70071?sid=f01298c1-3679-4117-abfd-98808b0f114a
Closed Won	https://www.loom.com/share/6c4b4cb90b1f4109bba6ebd53ebabe2c?sid=d6deec78-da36-405c-ae68-72b508bb01ed

Reports Needed to Build this Dashboard

Video	Video Link
Deal Value in Pipeline	https://www.loom.com/share/95c94d57906f4c12b530e11a17879b3c?sid=bb0db60f-c113-4ef6-8ad4-c861dd27da12
# of Deals in Pipeline	https://www.loom.com/share/64f842009eaa4c69bc9d72d8a7f795ab?sid=a1e67e68-0a29-415a-ba50-bfded7281de8
Deal Value Trend	https://www.loom.com/share/c2e82f9ad8e14b17825d81c3f7690618?sid=7c18e9a1-9a03-4e31-bab7-b8ebf49ab54d
Deal Trend	https://www.loom.com/share/deb6b50adce9417c9dd21ea470b14dd7?sid=46decd1f-63df-41d6-b407-fa3bcd8039b7
Marketing Influenced Accounts Requiring a Sales Touch	https://www.loom.com/share/50001b73ea4d459aa5e0f5fd8f551d54?sid=f0a0f061-5c97-4e95-a69e-3407dfcf2d15
Cold Accounts	https://www.loom.com/share/236ce17781ee4125956cdeae2b6e367d?sid=7b71ac97-d126-4a7c-93ff-334c3887696d
High Intent Accounts without Deals	https://www.loom.com/share/f5470f6e55d54308864466cc6905dfde?sid=e1075e76-1b4d-43b8-b538-cc2b9ef80571
Cold Account Rate	https://www.loom.com/share/e326431e529c4f77b6086772f9755b6b?sid=29895349-0125-4213-bb22-ad907332b62d
Marketing Penetration Rate	https://www.loom.com/share/8acc124321b045ec9a5f55169512bd21?sid=4410715c-e9a3-4044-a535-9feed57f8f93
Sales Penetration Rate	https://www.loom.com/share/fe76854c5d3e45f797aca131d491f0b4?sid=94c71602-c24a-493d-b4f6-c01c586d0c1b
ABM Accounts in List	https://www.loom.com/share/7128afbf423940df91a1fe7d45573490?sid=179fe7d9-46f2-4aaa-a585-37d1c51487fb