How to share analyses and reports with your team?

Hi, today I just wanted to demo a small functionality within Dreamdata that I really, really like. It's called Shared Reports, and it basically enables you to, you know, do analysis that you can see yourself repeatingly return to, and then store them as a shared report, which enables you to you know, with one click, arrive back at this analysis that you've done both for yourself, but also to share it with your team. And just to demonstrate how it works, I'm gonna now do three different reports for you that I'm gonna share and I can definitely see myself returning back to.

So the first one will be our ad spent here, what I can do is I can apply this relative date, which could be this month, this year, this quarter, whatever you find interesting. I know, for example, I know how much I can spend on ads per month, so I've said it at this month. So it's always, every day it's aggregating the ad spend that we have across all the different platforms, and then I can instant every morning I can go in here and see how much have we spent? Are we on budget? Are we below, are we, are we ahead? We need to hold back a little bit of money.

So you can see every day here you'd see how much did we spend on Google, LinkedIn, Facebook, et cetera. And by hitting this button, I store exactly this setting. So it could be called ad spend this month. And then I can hit save. Now that it's saved, I can always enter into shared reports and I can every day just with one click, see how much have we spent on ads this month so far, across all the channels? So I completely saved this kind of copying, pasting from one ad platform into a sheet, updating a graph, et cetera.

That's all done. Then I can move onto my next example, which is this one, which is, what are the accounts that I own that are active. So you'll go here to Journeys and then companies, and then I can use this setting called this month. Now, let's take one of our sales people so I can say, Laura, there's a broad range of accounts that she's dealing with, so now she can select herself as the owner of the accounts. Now she sees only the accounts that she owns. What are the names? How big are they? How much activity do they have? When did they do something last? And this is actually super nice because here you get to see which of the accounts are actually active. So who's actually showing intent? Who's moving towards buying? So I can just save this report, so, and I call it Laura and then active accounts this month and now, Laura will be able to click this one link and then she can see if any of her accounts is making any movement across any system or site data silo, anywhere in in the, in our company. Super useful as well. 

The last one I wanted to show you then is this revenue attribution report. Here I'm gonna select the year because the report I wanna set up is really how much of the, you know, revenue that our company has had, has marketing been sourcing this year so far, or actually, yeah, it's gonna be the SQL stage. So I've said this year, SQL and then a data-driven attribution model. What I'm then gonna do is I'm gonna select the the channels here that marketing owns. Paid search, organic, social referral, paid social, tech partners, webinars, display ads, events, content, paid, podcasts, organic video, paid video. Now, when I hit apply, I can see now, out of the full amount of accounts that we are dealing with this year, 95% has actually been sourced by, or the 95% of the pipeline has been created by marketing. And this is a number we continuously want to improve and to share with the organisation that we are actually delivering the amount of pipeline that we committed to as a marketing organisation. So this is number I need to follow every day as well.

So, marketing sourced revenue, oh, it's pipeline. Pipeline. Then the relative date is this year. See? So now I've set up these three reports and I'm just gonna show you, where they are then. I can click Shared Reports. You see, I click. Here they are the ad spent this month, Laura's active accounts and the marketing source pipeline. If I hit click here, you'd see I've returned exactly to the same report that I came. It's super easy then to like share, share these reports with your team, enable everybody to access them. Should you want to send a direct link to the report you are at right now, you just click this one instead, then you can have the direct link that you can paste in on Slack or in your email or something like that.

So that was it. Just a super quick answer to the Shared Reports and how easy they are to use and how much time they can save you analysing your data and return to these exact data points that is interesting for you and your job. Bye.