Case Study · Datorama
Datorama Dashboards:
Building a Better Data Foundation
August 05, 2021
A B2B Datorama Dashboard example highlighting the use of a B2C case study using Salesforce Marketing Cloud, Search, Social, and Sales data, created by Decision Foundry.
The Brand
A large, digital first builder of affordable homes and new rental programs founded in the mid-west.
Our Challenge
Making performance reporting an integral part of the decision culture
- 01Reliance on manual integration, led to data quality issues
- 02Unable to automate sales reporting due to challenging 3rd party data platforms
- 03Inability to attribute marketing spend to leads and sales
- 04Multiple changes in lead definitions and inability to track performance goals
Solution
Developed custom data integrations, workflows, and processes to blend Media, Site, CRM and Sales data all within Datorama.
The DF Method
Harmonize and stitch data sources
Consolidated ad serving, leads, site, planning and sales data to meet the needs of regional sales, and agency support teams.
Better forecasting
Custom forecasting models were created to better manage media investments.
Create a common identity key to track media to sales
Automated the integration of key media, site, leads and sales performance data using a uniquely generated data key.
Beyond the “dash-bored”, a focus on insights maturity.
Custom alerts using conditional formatting to highlight statistical impacts.
Goal management
Dynamic goal changes were required. Custom calculations were used to track progress to goal using an externally managed file.
Branded user experience
A completely customized data application was created using the client’s brand, style and voice.
From Reporting to Performance Management
Data narratives at the foundation of a data driven culture
Performance Matters
Decision Foundry built custom attribution and forecasting models to help the brand better predict the volume and velocity of prospects, leads and sales.
What's Next
What Decision Foundry will do for you
Decision Foundry has what you need to excel in your marketing endeavors and results. We will help you reach more customers, get more for your money, and get a clearer focus on your marketing intelligence. Decision Foundry makes it easy to set up, customizes tools to access and sort your data streams, and helps you acquire the best picture possible for your success.
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