HockeyStack Implementation Scope: Reporting Product
Last updated
Last updated
HockeyStack's main differentiation is our ability to get you to value quickly. Here's how we do it:
Getting Started is Fast and Fully Self-Serve You can get up and running with dashboards and reports to answer almost all of your business questions in under an hour by connecting your integrations, adding the JavaScript snippet, and defining your funnel stages and goals—all through a fully self-serve onboarding process.
Instant Time to Value Once systems are connected, attribution reports and four out-of-the-box dashboards (outlined in the scope doc) are generated instantly. This means you can start answering key business questions as quickly as 24 hours—a major differentiator in getting to value fast.
From Insights to Action in Weeks After the initial setup, you can create custom reports and dashboards using our guides and support from our CS team. Our goal is to help you do an internal launch and share actionable insights with stakeholders by week 2–3.
The HockeyStack implementation process has two parts to it:
(get your initial dashboards in under an hour)
Assisted guidance and support from HockeyStack team
The implementation process is geared towards:
Getting your data into HockeyStack accurately
Setting up starter dashboards showing channel, campaign, and asset-based attribution
Providing resources for you to branch off and build more specific dashboards
Please find our week by week breakdown of implementation process below.
HockeyStack Tasks
Your Account Executive (AE) will introduce you to your HockeyStack Customer Success Manager (CSM).
The CSM will coordinate and schedule a kickoff call with you to kick start our partnership.
Customer Tasks
Please get ready to share the info below during your kick off call with the HockeyStack team.
How do you track your events or offline touchpoints (if you use HubSpot as CRM)?
Do you have historical website activity recorded in a data warehouse (in lieu of Hubspot), with email addresses attached to the people who have done the activity?
Do you want Outbound to get attribution? (if you use Salesforce as CRM)
If yes, which "Task” subjects, types, or other filtering on this object represents outbound activity?
Please complete the product onboarding in the platform.
Once you complete this step, Attribution page and four out-of-the-box dashboards (Business Overview, Channel and Campaign, Asset Types + Assets and other useful reports repository) are ready (screenshots below), so time to value is very quick with HockeyStack.
The Attribution page and Out-of-the-box dashboards should suffice for almost all the business questions you are trying to answer and for internal launch.
Review goal numbers, and reach out to our support team (support@hockeystack.com) to match them closely to your CRM numbers.
Review your Attribution page and out-of-the-box dashboards and deliver a dashboard optimization document to your CSM.
HockeyStack Tasks
Deliver guidance and support needed to get all questions / revisions / feedback resolved.
Customer Tasks
Use guidance from HockeyStack to extend dashboards, leading up to your Internal Launch.
HockeyStack Tasks
Guidance with materials needed to prepare for Internal Launch.
Customer Tasks
Serve initial insights from HockeyStack and guidance on using the platform to your internal stakeholders, in an event we like to call "Internal Launch”.
We have a fully self-serve product onboarding process where you connect your integrations, add the javascript snippet, and define your funnel stage and goals. The will take you through the process to set-up and get your instance ready.
Please note that if you just have Salesforce or Hubspot integration without enabled, your data should be synced immediately. If you have ad-platforms and other integrations, it might take up to 48-72 hours to get your data synced up in the system.
report for Channels leading to Pipeline
Channel , showing Spend and funnel stage counts for each Channel, with Linear attribution
Campaign , showing Spend and funnel stage counts for each Channel, with Linear attribution
for Channels and Campaigns leading to Pipeline
report for Asset Types leading to Pipeline
Asset Type , showing Spend and funnel stage counts for each Channel, with Uniform attribution
Asset , showing Spend and funnel stage counts for each Channel, with Uniform attribution
for Asset Types and Assets leading to Pipeline
before a funnel stage
Read more about our Touchpoint Hierarchy here:
Read about attribution models here:
Read advanced customizations to attribution models here:
Yes, you can build any number of dashboards in HockeyStack! For examples of some of them we have step by step guides on, visit this page:
Our engineering team can work with you to ingest this data into HockeyStack. Any additional data sources / modifications to integrations / data warehouse connection is subject to fees. Check out our current integrations here:
