Setting Up Your Dashboards and Customer Funnel
Once you've set up your initial settings, it's time to configure your dashboard and customer funnel in Source. Follow these steps to integrate your CRM or use website tracking to define your funnel stages.
1. Give Your Dashboard a Unique Name
Start by giving your dashboard a distinct name. This name will help you easily identify your dashboard and will be visible in shared reports.
Enter the desired name in the "Dashboard Name" field and click Continue.
2. Add a Couple of Goals
Setting goals helps track key performance indicators (KPIs) crucial for your business. You can add goals such as tracking budget, conversion rates, or other relevant metrics.
Click the Add button next to any suggested goals you wish to include. You can add more goals later if needed.
Once you've set your goals, click Continue.
3. Select Your Source
This step is crucial for defining your customer funnel. You have the option to integrate your CRM or use website tracking to set up your funnel steps.
For B2B Software Companies using a CRM:
HubSpot: Click Connect to integrate HubSpot and automatically import your funnel stages into Source.
Salesforce: Click Connect to integrate Salesforce, which will also import your funnel stages.
For Self-serve SaaS Companies or eCommerce Companies without a CRM:
Website Tracking: Select this option to manually define your funnel stages based on website interactions.
4. Define the Customer Funnel
After selecting your source, define the stages of your customer funnel. For CRM integrations like HubSpot or Salesforce, Source will automatically import your existing funnel stages.
If using Website Tracking, manually set up each stage of your funnel to match your business process, including stages like Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, and more.
Dashboard Management
This section provides instructions for managing your dashboards, including setting goals, defining customer funnels, and dashboard deletion. To access and manage your dashboards, navigate to the Setting icon
on the left navigation. Select Dashboard section from the main menu on the left side of your Source account. Here, you can set goals, define your customer funnel, and manage other dashboard settings.
1. Dashboard Details
Dashboard Name:
You can view or edit the name of your dashboard. Click the edit icon next to the "Dashboard Name" field to make changes.
2. Goals
Setting goals helps to track key performance indicators (KPIs) for your organization.
Add Goals:
You can add goals by clicking the Add button next to each goal type. Common goals include:
Budget Tracker: Track your spending against a budget.
Website Activity: Monitor defined actions on your website.
To edit or add more goals, click the Add button.
3. Customer Funnel
The customer funnel allows you to track the progression of your customers through various stages. This helps in understanding customer behavior and optimizing your sales and marketing strategies.
Defined Funnel:
If you've connected a CRM like HubSpot, the customer funnel stages are imported automatically. These include stages such as Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Teste Stage, Evangelist, and Other.
Note: Funnel stages synced from HubSpot or another CRM cannot be edited directly in Source. To make changes, you need to log in to your CRM account. For HubSpot, click Open Hubspot to access and modify the funnel stages.
4. Deleting a Dashboard
If you need to remove a dashboard, click the Delete dashboard button at the bottom right. Be cautious, as this action is permanent and cannot be undone.
By using these features, you can tailor your dashboards to reflect the critical metrics and data points that matter most to your organization. This setup will provide you with valuable insights and help you make data-driven decisions.
Final Steps
Once you've completed these steps, your dashboard and customer funnel are set up. You can now monitor key metrics and analyze customer journeys within Source.
Click Go to dashboard to view your newly set up dashboard and start leveraging your data insights!