HockeyStack
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  • Getting Started
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    • HockeyStack Implementation Scope: Reporting Product
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    • May 5, 2025
    • April 21, 2025
    • April 14, 2025
    • April 7, 2025
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    • 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
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      • Google Ads Dashboard
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      • In-Person Events
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  • 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
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      • Defining Custom Attribution Weights
      • Importing a Google Sheet to use as a Goal Column
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      • When to use AND vs. OR logic?
      • Using Regex
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      • Syncing journeys to CRM and Slack
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    • ⚙️Settings
      • Account Reset Guide
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      • 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
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      • 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
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    • Analytics & Data Warehouse
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      • Amazon Redshift
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    • CRMs
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        • Properties Pulled from Salesforce
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        • Sending Data to Salesforce
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        • How to Find Your Marketo Account Details
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    • Other Integrations
      • Calendly
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      • 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
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      • Nodes
        • Transformations
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          • AI for Accounts
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          • 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

In-Person Events

PreviousLinkedIn Ads DashboardNextABM Live-Demo

Last updated 1 month ago

Read before building:

Campaign (previously: Unified Campaign) Property

This is a video guide repository for the

A couple of notes 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. You likely completed Channel (previously: Unified Channel) and Campaign (previously: Unified Campaign) in your onboarding as part of the initial platform configuration. For Cost data to show in these reports, you need to sync spend from offline channels via uploading a CSV in then HockeyStack Settings. Once synced Cost data will appear via the Paid Ads metrics > Spend Goal

Goals Needed to Build this Dashboard:

Video
Video Link

Reports Needed to Build this Dashboard

Video
Video Link

🖥️
Track Date Properties
Step 2.3 Create your “Channel” (previously: Unified Channel) Property
Sync Spend from Offline Channels
In-Person Events Template
Deal Created - All
https://www.loom.com/share/9aa02150acdf4e89854b5cd808d70071?sid=f01298c1-3679-4117-abfd-98808b0f114a
Existing Business Pipeline Stage
https://www.loom.com/share/1593934b1b5d4c4a9ac9847ca92a9d12?sid=b495a82d-205f-4f17-9005-e34c5fd8453f
New Business Pipeline Stage
https://www.loom.com/share/5f74e1fc867d474381ccfe029c8d8000?sid=d28455cf-9c09-44e7-bcc4-fdfe4c834dd6
Event Attendees
https://www.loom.com/share/bda1f68c4e5d4cd8ad54d62c21c2d23d?sid=742e2c15-4228-40e0-8068-c349d9781e1d
Pipeline Stage
https://www.loom.com/share/92142f4751194d1396b0c1f9f7682497?sid=ed671d91-6454-442f-aa85-3b9683c4c783
Event Touchpoints
https://www.loom.com/share/88f82533a9b2484ca1ff0fdae1336bca?sid=7ee363c9-ca3d-448b-b03e-ab00aa4803fb
Closed Won
https://www.loom.com/share/6c4b4cb90b1f4109bba6ebd53ebabe2c?sid=d6deec78-da36-405c-ae68-72b508bb01ed
Channel (previously: Unified Channel) Goal (aka Marketing Touchpoints Goal)
https://www.loom.com/share/0343e3e906f847de8e6cb8f4838c143e?sid=72a653a5-24a4-4a52-95d6-c73169b2da43
MQL Goal
https://www.loom.com/share/25de4ed559794ee880d0a7e69c9735f0?sid=162bdf54-7fea-4f77-90be-2f4942a803d7
Lead Created Goal
https://www.loom.com/share/e4ef5230d2e7480e8f377f01d094ff64?sid=f7e30c87-a644-4640-9ff7-feccee30703a
User Journey with Events
https://www.loom.com/share/a6706d4bdae4432db5df8ba042418ea9?sid=e60fdacd-16eb-4da9-981e-42a482e79a03
Lift of Events on Closed Won
https://www.loom.com/share/c0bb79f7dc954076b6b89ec1ac1bfcc0?sid=970b1135-9fc9-4fd6-b193-fec50b556ebd
Lift of Events on Opp Creation
https://www.loom.com/share/6398e4774894494d86b2d4ec5a1e03e8?sid=653926ed-76e4-4835-8004-7ae1476aeb6c
Average Number of Event Touchpoints between Opp Created -> Closed Won
https://www.loom.com/share/0648aef934fb4589b80f24ee97f16d0f?sid=29885ef7-9991-44af-89fc-eff52be01c88
Average Number of Event Touchpoints Before Opportunity
https://www.loom.com/share/a3cecb33ff7d4f6f9ba240f9b236cd1d?sid=97e1cbc5-9c73-4f67-90a6-77039ef32354
Event to Opportunity Time
https://www.loom.com/share/c9f4fceb61c74920ba921b2e4f5d06bc?sid=48b93003-931d-4a5d-8cef-7962cc0d7638
Events Impact - 6 Months
https://www.loom.com/share/9754b56d4ee643de8d979f39760ec5f3?sid=c5a54e8e-0443-4ab6-bace-71af0ea29b5b
Events Impact - 3 Months
https://www.loom.com/share/ada1d396e21b4f77b734c5b57654107f?sid=3fa907df-a2c4-4e9f-857b-7db46a2ea533
Events Impact - 1 Month
https://www.loom.com/share/0af8ee9b9537430f9796ed29356c4c7e?sid=d28790c3-6aaf-480c-b980-36d9f92eef9d
Events Linear Attribution
https://www.loom.com/share/a9f480600c4445699597ad533be2e90d?sid=be36beb8-9d39-49c9-90cf-7f493350128b
Events Uniform Attribution
https://www.loom.com/share/ef393a3f538b477197cce1857c99effc?sid=2e9d2c79-632d-44b4-9f18-4e69ec417d69
% of Total Pipeline Influenced by Events
https://www.loom.com/share/4673bfd0a5ea484fbe719f3e964a7134?sid=a76cbc47-755e-4ab2-b5d9-c14524200d77
Existing Business Event Influenced Pipeline
https://www.loom.com/share/e1ed6a488e5d469aa2c537aaeddf63b8?sid=e7c7d90f-eb35-4183-85a3-94b48917da56
New Business Event Influenced Pipeline
https://www.loom.com/share/b479f3d5438f420eb3466cc3abc06c82?sid=d47af377-2784-4ebe-853b-1e22c1fe4060
Event Influenced Pipeline
https://www.loom.com/share/6f7dac3d2104426f979edb79e43bc305?sid=376c15be-19ae-413e-a1b4-608498323ad0