How to Set up a Pardot Dashboard with Ease?

Setting up a Pardot dashboard might sound like a daunting task, but trust me, it’s easier than you think! As a marketer, I know how crucial it is to have all your data in one place, neatly organized, and accessible at a glance. That’s exactly what the Pardot dashboard does — it streamlines your marketing efforts by giving you real-time insights, tracking performance, and making it easier to monitor lead activitie

In this blog, I’ll walk you through the simple steps to set up your Pardot dashboard so you can start optimizing your campaigns and driving better results in no time!

What is Pardot?

Pardot is a B2B marketing automation platform by Salesforce that helps businesses automate marketing tasks, generate leads, and manage customer relationships. Pardot is designed to streamline marketing workflows and improve campaign effectiveness.

Key Features of Pardot:

• Lead Nurturing: Automate follow-ups and personalized content delivery to guide leads through the sales funnel.
• Lead Generation & Management: Capture, track, and nurture leads through forms, landing pages, and scoring models.
• Email Marketing: Create automated email campaigns, segment audiences, and track performance.
• CRM Integration: Seamlessly integrates with Salesforce CRM for unified sales and marketing data.
• Analytics & Reporting: Offers detailed reports and dashboards on campaign performance, lead behavior, and ROI.

What is Pardot B2B Marketing Analytics?

The features of the Pardot dashboard can be confusing for first-time users because of the number of options supported. Pardot dashboard is the homepage when you login into your Pardot lightning app. This dashboard displays the prospect details, the marketing calendar, active prospects, identified companies, etc. The marketing calendar displays the dates of your campaigns. The default Pardot dashboard supports only a few customizations. Pardot allows you to create a custom home page using the Lightning App builder. It is straightforward if you are used to building Salesforce lighting apps.

Pardot also provides another tool called B2B marketing analytics. It comes along with Pardot plus, advanced, and premium licenses. B2B marketing analytics provides a few out-of-the-box dashboards and even allows you to create custom dashboards using the available datasets. You will learn how to create a custom Pardot dashboard using B2B marketing dashboards. 

Prerequisites

• A Pardot Plus, Advanced or Premium account, and Salesforce Enterprise or higher.
• The connected campaign feature should be enabled in your salesforce account. 
• A basic understanding of marketing automation and analytics.

Building a Custom B2B Marketing Analytics Pardot Dashboard

B2B marketing analytics studio organizes dashboards using a concept called the lens. A lens is a specific view of data and the basic building block of any dashboard. So, the first step in setting up a custom dashboard starts with creating a lens. In this case, you will be using the email dataset to create a lens.

1. Head to the Analytics studio and click the Email data set. The lens creation view will open up.

2. For X-axis, select ‘Average‘ and select ‘Total CTR’. For the vertical axis, select the Sent on Date. 

3. Select the chart mode and select the bar chart for visualization. Click the ‘scissors’ symbol and click ‘Clip to designer’. It makes the lens available for dragging and dropping to your dashboard.

4. Now, that you have built your lens, creating the dashboard is as simple as going to the ‘New Dashboard’ view and dragging the lens to the canvas.

That is how you set up a B2B marketing analytics dashboard in Pardot. The important thing to do before creating such a dashboard is to establish an objective for your team and define how frequently you need to track the metrics of success. Dashboards work best when they are closely tied to the team objective.

Why do You Need to Set Up a Pardot Dasboard?

The Pardot Dashboard offers several key benefits that help marketers and sales teams streamline their processes and drive better results:

• Improved Decision-Making: By visualizing your data in easy-to-read charts and graphs, the Pardot dashboard helps teams make more informed decisions based on actionable insights.
• Centralized View of Marketing Activities: The dashboard provides a single, customizable view of all your campaigns, lead data, and key metrics, making it easy to monitor and manage marketing efforts.
• Real-Time Analytics: Pardot’s dashboard gives instant access to real-time data, allowing you to track campaign performance, lead engagement, and conversion rates on the fly.
• Customizable Reporting: With Pardot, you can tailor the dashboard to show the specific metrics that matter most to your business, such as lead scores, email performance, and ROI.
• Easy Lead Tracking: The dashboard allows for efficient lead tracking by displaying the most recent activities, scores, and stages in the sales funnel, helping teams follow up at the right time.

Learn More:

Pardot Google Looker Studio Integration

Conclusion

Pardot dashboards are a powerful tool for evaluating the effectiveness of your marketing campaigns. The custom dashboards help you to see exactly where attention is required. The cloud-based software-as-a-service offerings, like Salesforce and Pardot, go a long way in ensuring that your teams stay on track for their marketing objectives. If you are someone who uses a lot of automated cloud-based tools for various activities, you may be interested in a cloud-based ETL tool.

Discover the top Pardot reporting tools to enhance your marketing analytics. Learn which tools can provide the best insights for your campaigns.

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Hevo Data with its strong integration with 150+ data sources (including 40+ free sources such as Pardot) allows you to not only export data from your desired data sources & load it to the destination of your choice but also transform & enrich your data to make it analysis-ready so that you can focus on your key business needs and perform insightful analysis using BI tools. 

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Share your experience of understanding Pardot Dashboard in the comment section below! We would love to hear your thoughts.

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