HockeyStack Implementation Scope: Reporting Product

The HockeyStack implementation is a 2-4 week process geared towards:

1. Getting your data into HockeyStack accurately

2. Setting up starter dashboards showing channel, campaign, and asset based attribution

3. Providing resources for you to branch off and build more specific dashboards

Week 1

• Needed information for HockeyStack team

  • How do you track your events or offline touchpoints (if you use HubSpot as CRM)?

  • Do you have a data warehouse that has historical website activity recorded, with email addresses attached to the people that 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?

• Customer tasks

  • Connect CRM

  • Connect Marketing Automation

  • Connect ad platforms

  • Connect website script

  • Set up funnel stages inside HockeyStack

  • Set up salesforce UTM fields inside HockeyStack for backwards compatibility (optional)

  • Review goal numbers, and work with our support team to match them closely to your CRM numbers

  • Review initial out of the box dashboards and deliver a questions / revisions / feedback document to your CSM

Out of the box dashboards

• Business Overview

  

  • Dashboard showing month-over-month trend of funnel stages (MQL, SQL, Opp, Closed Won, etc.)

    • Non-cohorted view, showing totals for each month separately for each funnel stage.

• Channel and Campaigns

  

  • Attribution funnel report for Channels leading to Pipeline

  • Channel attribution report, showing Spend and funnel stage counts for each Channel, with Linear attribution

  • Campaign attribution report, showing Spend and funnel stage counts for each Channel, with Linear attribution

  • Lift reports for Channels and Campaigns leading to Pipeline

• Asset Types and Assets

  • Attribution funnel report for Asset Types leading to Pipeline

  • Asset Type attribution report, showing Spend and funnel stage counts for each Channel, with Uniform attribution

  • Asset attribution report, showing Spend and funnel stage counts for each Channel, with Uniform attribution

  • Lift reports for Asset Types and Assets leading to Pipeline

• Useful Reports Repository: (A set of miscellaneous reports that you can duplicate or use for a quick extension of your initial dashboards)

  

Week 2

• 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.

Week 3

• HockeyStack Tasks

  • Help with any material 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”

FAQ

Will my CSM build more dashboards for me if requested?

Your CSM will be able to give you the resources you need to build new dashboards. Any other modifications or additional implementation services are subject to an implementation fee.

What is an Asset

Read more about our Touchpoint Hierarchy here: https://docs.hockeystack.com/getting-started-with-hockeystack/hockeystack-academy/101-how-hockeystack-works/reports/customer-touchpoint-hierarchy

What attribution models are available

Read about attribution models here: https://docs.hockeystack.com/getting-started-with-hockeystack/hockeystack-academy/101-how-hockeystack-works/reports/attribution-models

Read advanced customizations to attribution models here: https://docs.hockeystack.com/getting-started-with-hockeystack/hockeystack-academy/101-how-hockeystack-works/reports/advanced-attribution-models

Will I be able to edit these reports?

Yes! All reports are customizable to show the metrics you want to show.

Will I be able to build new dashboards?

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: https://docs.hockeystack.com/advanced-strategies-and-techniques/guides

How can I ingest data from integrations that are not available / data warehouse?

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: https://www.hockeystack.com/integrations