This data source contains information about your leads. A lead is a prospect who has expressed interest in your product by signing up for a trial or subscribing to your newsletter etc.

Dimensions

1. Name – Name of the lead
2. Email – Primary email address of the lead
3. City – City that the lead belongs to
4. State – State that the lead belongs to
5. Country – Country that the lead belongs to
6. Lead Stage – The lead stage that the lead belongs to
7. Reason – The lead reason
8. Source – The source where lead came from
9. Owner – The user to whom the lead has been assigned
10. Has Authority – The lead has authority to take decisions regarding the purchase
11. DND – The lead have enabled do not disturb or unsubscribed to your mails
12. Medium – The medium that led your lead to your website/ web app
13. Campaign – The campaign that led your lead to your web app
14. Keyword – The keywords that the lead used to reach your website/web app
15. Territory – The territory that the lead belongs to
16. Company Name – Name of the company that the lead belongs to
17. Company City – City that the lead’s company belongs to
18. Company State – State that the leads’ company belongs to
19. Company Country – Country that the lead’s company belongs to
20. Industry Type – The industry that the lead’s company belongs to
21. Business Type – The business that the lead’s company belongs to
22. Deal Expected Close Date – The date when the deal is expected to close
23. Product – The product that the lead’s deal belongs to(in a multi product company)
24. Created at – Lead creation timestamp
25. Updated at – Lead updated timestamp
26. Lead Quality
27. Last Seen
28. Last Contacted
29. Email Status
30. Last Contacted Mode
31. Last Contacted Sales Activity Mode
32. Last Contacted via Chat
33. Last Contacted via Sales Activity
34. Completed Sales Sequences
35. Active Sales Sequences
36. Last Assigned at

+ Your Custom Dimension

Measures

1. Deal Value – Value of the lead’s deal in dollars
2. Lead Score
3. Number of leads

+ Your Custom Measures

This data source contains information about your contacts. Contacts represent the companies (Accounts) that you do business with.

Dimensions

1. Name – Name of the contact
2. Email – Primary email address of the contact
3. City – City that the contact belongs to
4. State – State that the contact belongs to
5. Country – Country that the contact belongs to
6. Contact Status – The contact status that the contact belongs to
7. Source – The source where contact came from
8. Owner – The user to whom the contact has been assigned
9. Has Authority – The contact has authority to take decisions regarding the purchase
10. DND – The contact have enabled do not disturb or unsubscribed to your mails
11. Medium – The medium that led your contact to your website/ web app
12. Campaign – The campaign that led your contact to your web app
13. Keyword – The keywords that the contact used to reach your website/web app
14. Territory – The territory that the contact belongs to
15. Company Name – Name of the company that the contact belongs to
16. Created at – Contact creation timestamp
17. Updated at – Contact updated timestamp
18. Lead Quality
19. Last Seen
20. Last Contacted
21. Email Status
22. Last Contacted Mode
23. Last Contacted Sales Activity Mode
24. Last Contacted via Chat
25. Last Contacted via Sales Activity
26. Completed Sales Sequences
27. Active Sales Sequences
28. Last Assigned at

+ Your Custom Dimension

Measures

1. Lead Score
2. Open Deals Amount
3. Won Deals Amount
4. Open deals Count
5. Number of Contacts

+ Your Custom Measures

This data source contains information about all deals. Deals are the expected sales opportunities from an account.

Dimensions

1. Name – Name of the deal
2. Stage – The deal stage that the deal belongs to
3. Reason – The deal reason
4. Type – The deal type that the deal belongs to
5. Owner – The user to whom the deal has been assigned
6. Expected Close Date – The date when the deal is expected to close
7. Closed Date – The date when the deal is closed
8. Deal Source – The source where deal came from
9. Campaign – The campaign that landed this deal
10. Product – The product that the deal belongs to (in a multi product company)
11. Payment Status – The mode of payment for the deal
12. Created at – Deal creation timestamp
13. Updated at – Deal updated timestamp
14. Territory – The territory that the deal belongs to
15. Deal Pipeline – The deal pipeline that it belongs to
16. Company Name – Name of the company that the deal belongs to

+ Your Custom Dimension

Measures

1. Deal Value
2. Probability (%)
3. Number of deals

+ Your Custom Measures

This data source contains information about your tasks.

Dimensions

1. Title – Title of the task
2. Due Date – Timestamp that denotes when the task is due to be completed
3. Targetable Type – String that denotes against which entity task has been created. Possible values are either “Lead” or “Contact” or “SalesAccount” or “Deal”
4. Targetable Title – Lead/contact/account or deal against whom task has been created
5. Owner – The user to whom the task has been assigned
6. Status – Status of the task
7. Creator – The user who created the task
8. Created at – Task creation timestamp
9. Updated at – Task updated timestamp
10. Outcome – Outcome of Task sales activity type
11. Task Type – Type of Task sales activity type

Measures

1. Number of tasks

This data source contains information about your appointments.

Dimensions

1. Title – Title of the appointment
2. From Date – Timestamp that denotes the start of appointment/Start date if this is an all day appointment
3. End Date – Timestamp that denotes the end of appointment/End date if this is an all day appointment
4. Targetable Type – String that denotes against which entity appointment has been created. Possible values are either “Lead” or “Contact” or “SalesAccount” or “Deal”.
5. Targetable Title – Lead/contact/account or deal against whom appointment has been created
6. Is Allday – Specifies if appointment is an all day appointment or not
7. Creator – The user who created the appointment
8. Created at – Appointment creation timestamp
9. Updated at – Appointment updated timestamp
10. Outcome – Outcome of appointment sales activity type

Measures

1. Number of appointments

This data source contains information about all your sales activities. Sales activities are a great way to track activities related to a lead/contact/deal/account.

Dimensions

1. Title – Title of the sales activity
2. Type – Sales activity type for which the sales activity has been created
3. Outcome – Sales activity’s outcome
4. Start Date – Timestamp that denotes the end of sales activity
5. End Date – Timestamp that denotes the end of sales activity
6. Owner – The user who owns the sales activity
7. Targetable Type
8. Targetable Title
9. Creator – The user who created the sales activity
10. Created at – Sales activity creation timestamp
11. Updated at – Sales activity updation timestamp

Measures

1. Number of activities

Companies with whom you have an existing business relationship.

Dimensions

1. Name – Name of the account
2. City – City that the account belongs to
3. State – State that the account belongs to
4. Country – Country that the account belongs to
5. Industry Type – The industry that the account belongs to
6. Business Type – The business that the account belongs to
7. Owner – The user to whom the account has been assigned
8. Number of Employees – Number of employees in the account
9. Territory – The territory that the account belongs to
10. Parent Account – Parent account of the account
11. Created at – Account creation timestamp
12. Updated at – Account update timestamp
13. Last Contacted at
14. Last Contacted via Sales Activity at
15. Last Contacted via Chat
16. Last Contacted Mode
17. Last Contacted via Sales Activity Mode

+ Your Custom Dimension

Measures

1. Annual Revenue – Annual revenue of the account
2. Open Deal Amount
3. Open Deals Count
4. Won Deals Amount
5. Won Deals Count
6. Number of Accounts

+ Your Custom Measures