HockeyStack
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  • Getting Started
    • 👋Welcome to the Docs!
    • Product Onboarding
    • HockeyStack Implementation Scope: Reporting Product
  • Release Notes
    • May 5, 2025
    • April 21, 2025
    • April 14, 2025
    • April 7, 2025
    • March 31, 2025
    • March 24, 2025
    • March 14, 2025
    • March 6, 2025
    • February 28, 2025
    • February 17, 2025
  • Guides
    • ❓FAQ
      • Merging in HockeyStack
      • Why has my data changed?
      • Viewing form submissions by page
      • A touchpoint's influence on conversion rates
      • Average number of touchpoints
      • Self-reported attribution
      • Trend of Engagement Score
      • How do I see which individuals / companies are included in a metric?
      • What touchpoints get credit in attribution?
      • What object/integration is this field pulling from?
      • What is "Source"?
      • What is "UTM Source"?
      • What is "UTM Medium"?
      • What is an Action?
      • How can I add Salesforce Task object into Defined Properties?
      • How can I track offline events in HubSpot?
      • How can I use LinkedIn Impressions and Engagements in my reports?
      • Measuring sales and marketing penetration in an account list
      • Measuring number of engaged contacts per company
      • Offline conversions for ad platforms
      • Tracking progression on targets
      • Building a Campaign / Asset Grouping property
      • Percentage of high quality job titles by Channel
      • Measuring conversion rates
      • Building a goal that shows open opportunities
      • Number report: Funnel stages influenced by different types of marketing touchpoints
      • Best Practices for Lifecycle Tracking in Salesforce / HubSpot
      • Adding HubSpot form fills to defined properties
      • Does HockeyStack website pixel track US States?
      • Measuring Time Between Two Goals in HockeyStack
      • What is the HubSpot "email bounces" action?
      • Hiding Fields from your CRM in HockeyStack
      • How long does it take for a relation mapping to be ready to use?
      • Can I integrate multiple LinkedIn ads accounts?
      • Can I use Zapier for integrations with HockeyStack?
      • I created a new field in Salesforce (SFDC), but I don’t see it in HockeyStack. What should I do?
      • Using two similar fields in one breakdown
      • Why can't I map back to property?
      • GA4 vs. HockeyStack Website Data Tracking
      • How does HockeyStack deduplicate accounts?
      • How do Table Totals Work: Campaign vs Campaign Group?
      • Can I create one field that calculates the total ad spend + SFDC campaign spend?
      • HubSpot: Can I filter a goal on X object by Y object fields?
      • LinkedIn Impressions: Different Ways of Measuring
      • How to define Engaged Accounts and Engaged People?
      • Building a Campaign Grouping property
    • 🖥️Dashboard Building Guides
      • Business Overview Dashboard
      • CMO Dashboard
      • Website Analytics Dashboard
      • Paid Ads Dashboard
      • Google Ads Dashboard
      • LinkedIn Ads Dashboard
      • In-Person Events
      • ABM Live-Demo
      • Content/Organic Dashboard
      • Dashboards from Labs Reports
        • LinkedIn Ads Benchmarks
        • Google Ads Benchmarks
        • Q1 2024 Recap
        • G2 Impact 2024 Report
        • Website Benchmarks
  • Documentation
    • The HockeyStack Data Model
    • 🎯Goals
      • Funnel Stages Goals
      • Form Fill Goals
      • Page View Goals
      • Click Goals
      • Finding Out a Button's CSS Selector
      • Goals on the Task Object
      • Building an All Touchpoints (Channel) Goal
    • Defined Properties
    • Track Date Properties
    • 📊Reports
      • Building a Basic Report
      • Journeys Use Cases
      • Customer Touchpoint Hierarchy
      • Sequences
      • Lift Reports
      • Lift Analysis vs. Multi-Touch Attribution
      • Types of report filters and when to use them
      • Attribution Models
      • Attribution Lookback
      • Defining Custom Attribution Weights
      • Importing a Google Sheet to use as a Goal Column
      • Advanced Attribution Models
    • 🖥️Dashboards
    • Dashboard Filters
      • When to use AND vs. OR logic?
      • Using Regex
    • 🌠Journeys
      • Syncing journeys to CRM and Slack
    • 🥇Golden Paths
    • Funnels
    • Attribution Funnel
    • 👥Segments
    • ⚙️Settings
      • Account Reset Guide
      • Auto-tagging of URLs
      • Data Categorization in HockeyStack
      • Team Sharing
      • Tracking Multiple Domains
      • Excluding Users
      • Reporting Configuration
      • Multi-Factor Authentication
    • Advanced Data Connections
      • Account List Import
      • Property Relation Mappings
      • Sync Spend
      • Syncing spend from offline channels and campaigns
    • 🔃Audience Syncs
    • Send View updates to Webhooks
    • Odin AI
      • HockeyStack AI: Security, Privacy, and Responsible Use
  • DataSyncs
    • Connecting your Warehouse
      • Authenticate Snowflake
      • Authenticate Google Sheets
      • Authenticate BigQuery
      • Authenticate S3
        • Use an S3 User
        • Use an IAM Role
    • Configure a DataSync Import
    • Configure a DataSync Export
      • Data Export Schema
        • Raw Actions Export Schema
  • Integrations
    • Website Tracker
      • Google Tag Manager
      • WordPress
      • React
      • Troubleshooting
      • Reverting to Cookie-Based Tracking
      • Identifying Users
      • Tracking Custom Goals
    • Ad Platforms
      • LinkedIn Ads
      • Bing Ads
      • Capterra Ads
      • Google Ads
      • Facebook Ads
      • Tiktok Ads
      • Twitter Ads
      • StackAdapt Ads
      • Reddit Ads
      • AdRoll Ads
    • Analytics & Data Warehouse
      • Snowflake
      • Amazon Redshift
      • Google Bigquery
      • Amazon S3
      • Azure Databricks
    • CRMs
      • Salesforce
        • Properties Pulled from Salesforce
        • Salesforce Pulled Objects List
        • Sending Data to Salesforce
      • HubSpot
        • HubSpot Pulled Objects List
    • SSO
      • Azure AD
      • Google Workspace
      • Okta
    • ABM
      • Qualified
      • 6sense
      • Demandbase
      • Clearbit
      • Rollworks
      • G2 Intent
      • Stackadapt
    • Marketing Automation
      • Marketo
        • How to Find Your Marketo Account Details
        • Marketo Pulled Objects List
      • Pardot
      • HubSpot
        • HubSpot Pulled Objects List
    • Other Integrations
      • Calendly
      • Drift
      • Okta
      • Segment
      • Customer.io
  • Setting up your Data for import
    • Import Custom Actions
    • Import Website Actions
    • Import Properties
    • Import Metadata
  • Technical Details
    • ↖️Website Tracking
      • How Website Tracking Works
      • Cookieless Tracking
      • Bot Traffic
      • Privacy Policy
      • GDPR Compliance
    • ⚙️Data Processing from Integrations
    • 🧮Data Cleaning
  • Account Intelligence
    • ☕Getting Started
      • HockeyStack Implementation Scope: Account Intelligence Product
      • Salesforce
        • Salesforce Permissions
        • Salesforce iFrame Installation
        • Salesforce Sync Fields
    • 🏗️Workflows
      • Creating a Workflow
      • List of Workflows
      • Starter Workflow
      • Recurring Workflow Runs
      • Nodes
        • Transformations
          • Condition
          • AI for Accounts
          • Contact Discovery
          • Contact Enrichment
          • Branching
        • Destinations
          • Salesforce
          • HubSpot
          • Outreach
          • StackAdapt
          • Salesloft
          • LinkedIn
          • Pardot
    • 👀Views
      • Create a New View
    • 🔢Scoring
      • Data
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On this page
  • Goals Needed to Build this Dashboard:
  • Reports Needed to Build this Dashboard
  1. Guides
  2. Dashboard Building Guides

ABM Live-Demo

PreviousIn-Person EventsNextContent/Organic Dashboard

Last updated 6 months ago

Read before building:

This is a video guide repository for the

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

Reports Needed to Build this Dashboard

Video
Video Link

🖥️
Track Date Properties
ABM Live Demo
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
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