To use this feature you must have Terminus Hub as part of your subscription.
Getting Started with Dashboards
Terminus Dashboards provide a centralized view to measure performance and visualize trends across marketing programs, business units, and organizational KPIs.
A few important notes as you get started with Dashboards:
- Dashboard reports do not push back to Salesforce, so they won’t serve as a replacement for your current Salesforce dashboards. However, Terminus dashboards are designed to be complementary to cross-functional metrics contained in your SFDC dashboards.
- Dashboards surface individual metrics and reports that you and your team measure frequently. Saving Dashboard Tiles reduces the time you’ll spend pulling reports manually across the analytics suite and allows you to easily consolidate key performance indicators across multiple Terminus reports.
- Dashboards create alignment between teams. Once a single dashboard is set up, it can be duplicated and filtered to support different teams, initiatives, and business segments, all while maintaining consistency in reporting.
- Dashboards allow you to disseminate more metrics to more team members without executing an end-to-end platform training. By setting up Dashboards, you can empower more users with data and provide them with only the specific metrics they need.
Creating Dashboard Tiles
After you’ve created a new dashboard, you can start adding key metrics through dashboard tiles. Tiles can be added directly from a dashboard itself, using the add tile button. Or tiles can be added from the add to dashboard button located on the Account Hub, Opportunity Insights, or Campaign Analytics reports.
When you’re new to dashboards, it may be easiest to navigate first to one of the aforementioned platform reports, apply cohorts and Global Filters to get to your desired reporting view, and then select “Add to Dashboard.”
For example - If you wanted to create a tile to show opportunities created this quarter that have been influenced by marketing, you would navigate to the Opportunity Insights report, select the “Created” cohort, “Quarter to Date” timeframe, and “Marketing Influence.” Once these settings are applied, you can select “Add to Dashboard” and choose the metrics available for the corresponding dashboard tile directly from the report.
From there, you can select which specific dashboard you’d like that tile to be added to, confirm your tile settings, and preview how the tile will appear on your dashboard.
Alternatively, if you are familiar with the dashboard tiles and the names of those available, you can create tiles directly from a dashboard itself.
For tiles designed to surface the “Top” accounts, opportunities, or campaigns, the top 10 values, based on the metrics you select, will show in a list on the tile.
Clicking on the three dots in the top right corner of the tile will allow you to view and edit “Tile Settings”, duplicate the tile, or delete the tile from the dashboard.
(Note: You will only be able to create, edit or delete tiles if you are the owner of the Dashboard. Once a tile is deleted, it can only be recovered by creating the tile again).
Clicking on an individual tile will take you to the full report with the corresponding datasets and settings based on the dashboard tile:
Dashboard Tile Settings
When creating a dashboard tile directly in a dashboard, you will be prompted to select from the following tile types:
This tile type is available to all Terminus Hub users. This tile will show the account name and the selected data field as the primary values. Clicking into this tile will take you to the Account Hub with the corresponding settings applied.
Within the tile settings for a “Top Accounts” tile, you will be able to apply actions, cohorts, and filters that mirror the options available in the Account Hub. The available values are only for the "out of the box" Hub columns. Custom columns are not supported as a dashboard tile field.
This tile type is available to all Terminus Hub + Engage users. This tile will show Terminus Engage data (Impressions, Clicks, Page Views, Engagement Spikes) as the primary values. Clicking into this tile will take you to the corresponding data in the Account Hub.
Within the tile settings for an “Engagement Insights” tile, users can select their desired “Chart Type” (bar or graph), time cohort, time units, the account cohort, the engagement metric, in addition to being able to apply engagement thresholds and Global Filters.
This tile type is available to all Terminus Hub users. This tile will show the opportunity name and the opportunity amount as the primary values. Clicking into this tile will take you to the corresponding full reporting view in Opportunity Insights.
Within the tile settings for a “Top Opportunities” tile, you will be able to select status and date cohorts, marketing influence, and global filters that mirror the segmentation options available in the Opportunity Insights report.
This tile type is available to Terminus customers who have Campaign Analytics as part of their subscription. This tile will show the campaign name and the selected field metric as the primary values. Clicking into this tile will take you to the Campaign Analytics report.
Within the tile settings for “Top Campaigns” tiles, you will be able to select status and date cohorts, value field (influence), and filters that correspond with the report options in Campaign Analytics.
TOP CAMPAIGN TYPES
This tile type is available to Terminus customers who have Campaign Analytics as part of their subscription. This tile will show the campaigns by type (based on your campaign type configuration) next to the selected field metric as the primary values. Clicking into this tile will take you to the corresponding full reporting view in Campaign Analytics.
Within the tile settings for a “Top Campaign Types” tile, you will be able to select status and date cohorts, value field (influence), and filters that align to your options in Campaign Analytics (these options are the same as a “Top Campaigns” tile, but will surface this data sorted by campaign type).
Dashboards can be used to surface directional performance data across your various marketing programs or business segments, to help you quickly identify where to take action.
Customers that have multiple teams working out of the Terminus platform, (for example Demand Gen, Customer Marketing, and Field Marketing), can create dashboards specific to each team’s needs and key metrics.
Customers who have multiple Demand Gen teams that support different product lines or markets may want to create a master dashboard, and then segment that dashboard by each team’s corresponding data to surface the most relevant information to each team’s initiatives.
Here are a few example dashboards you can replicate in your Terminus instance to get started.
Start by creating a global or master dashboard that is shared publicly with your entire marketing team. This dashboard should contain tiles with metrics that are most important to your marketing organization as a whole.
Some tiles you may want to add to this dashboard include:
Tiles that highlight Account Influence:
- Account with Campaign Responses
- Accounts with Open Opportunities
- Active Accounts w/ No Open Opportunities
- Accounts that Need Marketing Attention
Tiles that highlight Opportunity Metrics:
- Opportunities Forecasted to Close in the Next [X] Months
- Created Opportunities with Marketing Influence this Quarter
- Open Opportunities in [X] Pipeline Stage
- New Business Opportunities Created this Quarter
- Customer/Existing Business Opportunities Created this Quarter
Tiles that highlight Accounts with Terminus Engagement:
- Top Accounts by Ad Impressions
- Top Accounts by Page Views
- Accounts with Impressions + Page Views
- Accounts with Impressions + Open Opps
- Accounts with Pages Views + Open Opps
- Accounts with Engagement Spikes + Open Opps
Tiles that highlight Campaign Performance:
- Top Campaigns/Campaign Types by Accounts Influenced
- Top Campaigns/Campaign Types by People Influenced
- Top Campaigns by Opportunities Influenced
- Top Campaigns by Pipeline Influenced
- Top Campaigns by Revenue Influenced
Again, your global or master dashboard should surface metrics that are universally important to the marketing division in your organization.
DASHBOARDS BY TEAM / SEGMENT
Once your global dashboard has been created, individual team members can easily duplicate the dashboard and layer on additional filters across the dashboard tiles.
For example, if you are part of the marketing team for new business acquisition in the Enterprise market, you can duplicate the global dashboard and filter your dashboard tiles for “Account Segment = Enterprise” and "Account Type = New Business":
This could also be done for new business vs. existing business (customer) accounts, or for specific product lines. Individual dashboards can then easily be shared with Sales Leaders in the same divisions or segments for more closed-loop reporting.
DASHBOARDS BY TILE TYPE
Customers may also look to segment their dashboard reports by different tile types: Accounts, Opportunities, Campaign, and Terminus Engagement Insights.
Some tiles you may want to create for these include:
- Accounts that need Marketing (Campaign Responses) and Sales (Sales Activities)
- Active Accounts with Impressions / Visitors / Responses but No Open Opps
- All Accounts w/ Open Opps
- Accounts w/ Impressions / Visitors / Responses + an Open Opp
- Accounts that Need Contacts (Known People)
- Top Campaigns / Types by People / Accounts Influenced
- Top Campaigns / Types by Opps Influenced
- Top Campaigns / Types by Deals Influenced
- Top Campaigns / Types by Pipeline Influenced
- Top Campaigns / Types by Revenue Influenced
Terminus Engagement-Focused Dashboard:
- Total Terminus Impressions Served vs. Opps Created (last 3-6 months)
- Total Page Views vs. Opps Created (last 3-6 months)
- Accounts w/ Engagement Spikes vs. Total Impressions Served (last 3-6 months)
- Accounts with Impressions and Clicks
- Accounts w/ Impressions vs, Total Page Views
- Accounts w/ Opps Created vs. Total Impressions
- Accounts w/ impressions w/ an impression threshold of X who also have an Engagement Spike
*These metrics can primarily be surfaced in the Engagement Insights dashboard tile. This type of dashboard can be leveraged by a Digital Team to better understand how Terminus advertising is driving website engagement and is correlated to pipeline and revenue.
- Opps Forecasted to Close this Quarter
- Opps Forecasted to Close w/ Marketing Influence
- Created Opps this Quarter
- Created Opps with Marketing Influence
- Open Opps in Opp Stage [X]
- Created Opps in [Segment] or by [Account Type]
- Closed Won Opps This Quarter
Why don’t I see any data in my dashboard tile?
- When selecting time cohorts for your dashboard tiles, you should take into consideration your sales cycle length, how long your programs have been running, what types of campaigns you’re running, and when you implemented certain Terminus features (like Visitor ID or Engagement Spike).
For example, if you want to set up an “Engagement Insights” tile to show Impressions Served vs. Page Views, but you’ve just launched your Terminus advertising program, you may want to have the tile show month-over-month data for 3 or 6 months, rather than week over week, to see trends more clearly.
Dashboards at the beginning of a date cohort, such as quarter to date will also appear without any data until sufficient data is available.
What’s the difference between a Saved Report and a Dashboard Tile?
- To create a detailed report that maintains dates, status cohorts, and global filters, you should create a saved report. For high-level, key metric, centralized reporting across multiple reports, you should create a dashboard.
What if I need to edit a dashboard or change ownership of a dashboard?
- If you need to edit a public dashboard that you are not the owner of, the easiest thing to do would be to work with the owner of the dashboard to make edits. Another option is to duplicate the original dashboard and make your desired changes to support another team or business unit’s needs. If the owner of a dashboard needs to be reassigned, please reach out to firstname.lastname@example.org to assist.