DynamicsReportingPic1.png

Marketo Measure (Bizible) Dynamics CRM Reports to Build

Kate_Colbert
Marketo Employee
Marketo Employee

Are you a new Marketo Measure (formerly known as Bizible) customer using Dynamics? Or maybe you’re just new to reporting with Marketo Measure data in Dynamics? This post is for you!

If you’ve already installed the Marketo Measure solution into your Dynamics environment, you’ll notice that it comes with some starting reports (shown in the 1st picture below). This is great, but they’re not quite ready to go – they need some tweaking to be useful.

 

These instructions are meant to outline the steps to take to get useful reports.  We will be building 2 reports together:

  1. Buyer Touchpoints by Lead ID
  2. Buyer Attribution Touchpoints by Opportunity ID

 

First, navigate to “Reports.”  For me, that’s accessed under the Tools section as you’ll see in the screenshot below.

 

DynamicsReportingPic1.png

 

*Note, although Marketo Measure is the new name – we haven’t updated the CRM solution yet so you may still see “Bizible” naming conventions in your CRM org.

 

Let’s build the Buyer Touchpoints by Lead ID report first. We’ll build from the existing report titled “Bizible Touchpoints on Leads,” so click into that.

 

Next, click File --> Report Wizard

DynamicsReportingPic2.png

 

 

In the pop-up window that appears, de-select “Overwrite existing report”:

DynamicsReportingPic3.png

 

Give the report a name, I recommend “Buyer Touchpoints by Lead ID.”

DynamicsReportingPic4.png

 

 

Next is where we filter the report to show ONLY Leads that do have Buyer Touchpoints. To do this, make the following adjustments:

DynamicsReportingPic#1.png

*Note that this is also where you’d add any wanted filters for date/date type criteria^^

 

Next, remove the existing grouping by clicking onto “Marketing Channel” and then clicking the button to “Remove Column or Grouping”:

DynamicsReportingPic5.png

 

 

 Now click “Click here to add a grouping”:

DynamicsReportingPic#2.png

 

 

Make the following selections:

DynamicsReportingPic6.png

 

 

Now we’re going to use the following controls to customize which columns (attributes) display in the report and in what order:

DynamicsReportingPic#3.png

 

 

We’ll do one together, so click “Add Column or Grouping.” Then make the following adjustment:

DynamicsReportingPic7.png

 

 

You’ll then use the green arrows to move the column as needed in the report:

DynamicsReportingPic8.png

 

 

Please add the following columns in this order:

Bizible Touchpoint

Name

Email

Account Name (Account)

Marketing Channel

Ad Campaign Name

Touchpoint Type

Touchpoint Position

Touchpoint Date

Count – First Touch (in the properties, make sure to Sum)

Count – Lead Creation Touch (in the properties, make sure to Sum)

Count – U-Shaped (in the properties, make sure to Sum)

 

On the next screen, select Table only:

DynamicsReportingPic9.png

 

On the next window, hit “Next”:

DynamicsReportingPic10.png

 

The new report has now been created, hit “Finish”:

 

DynamicsReportingPic11.png

 

The pop-up window will close, and you’ll then be able to click “Run Report” in the original window:

 

DynamicsReportingPic12.png

 

 

Awesome! Now you can use this report to understand the chronological journey of your new Leads!  The structure should look like the following:

DynamicsReportingPicX.png

 

 

Let’s now work our way a bit further down the funnel and built a report that incorporates Opportunities. This time, we’ll start with the pre-existing report titled “Bizible Attribution by Open Pipeline”

 

Same as last time, we’ll click File --> Report Wizard so that we can build and save a new report:

DynamicsReportingPic13.png

 

 

In the window that pops up, de-select “Overwrite existing report”:

DynamicsReportingPic14.png

 

Name the report “Buyer Attribution Touchpoints by Opportunity ID”:

DynamicsReportingPic15.png

 

Make the following adjustments on the next window to ensure that only Opportunities that do have Buyer Attribution Touchpoints show up on the report. Note that this is also where you’d do any other filtering wanted (Opp Type, Opp Stage/Status, Date range, etc.).

DynamicsReportingPic16.png

 

Next remove any groupings:

DynamicsReportingPic17.png

 

 

Then add/remove columns as needed to get to this order/selection:

Bizible Attribution Touchpoint

Account Name (Account)

Status

Full Name (Contact)

Ad Campaign Name

Touchpoint Type

Touchpoint Position

Touchpoint Date

Attribution % W-Shaped

Count – W-Shaped (in the properties, make sure to Sum)

Revenue – W-Shaped (in the properties, make sure to Sum)

 

 

On the next window, select “Table only”:

DynamicsReportingPic18.png

 

Then click “Finish” on the next window. The pop-up window will close, and you’ll then be able to click “Run Report” on the original window.

 

The structure of your report should look like the following:

DynamicsReportingPic19.png

 

That’s it!

 

Check out this post for more Marketo Measure (Bizible) Dynamics reporting tips: https://nation.marketo.com/t5/marketo-whisperer-blogs/reporting-tips-for-bizible-dynamics-users/ba-p...

200
0