B2B Marketing Analytics Dashboards Changed

We updated a few things on the B2B Marketing Analytics dashboards so that you get the right information when you need it. The Account-Based Marketing dashboard now excludes Pardot opportunities that aren’t synced to a Salesforce opportunity or account. More descriptive labels and formula updates appear in the Pipeline and Multi-Touch Attribution dashboards.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, and Unlimited editions with Pardot Plus and Advanced Editions.

Why: The Pipeline Dashboard includes these changes.

  • Conversion Rate formula is (# of Won Opportunities) / (Total Visitors). This value respects the selected date range.
  • Campaign Cost includes only costs for campaigns that are associated with the displayed opportunities.
  • The labels Lifecycle Snapshot and Values: SQLs, Won, and Lost more accurately represent what is shown.

Pipeline and Multi-Touch Attribution dashboards show these changes.

  • The ROI formula is [($Revenue - $Cost) / $Cost] * 100.
  • When you view filtered or faceted opportunities, only associated campaigns are used in the ROI calculation.