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Utilizing Marketo Measure, formerly known as Bizible, Discover Dashboards

December 16, 2021

Marketo Measure, formerly known as Bizible, Discover is a detailed reporting tool. It provides you with multiple dashboards to analyze and track your marketing performance. You can use Bizible Discover to manage multiple experience efforts across different channels. Plus, you can share dashboards easily with a link.

Bizible Discover Dashboards Enhance Your Cloud Marketing Efforts

If you’re new to Bizible Discover, you should know it’s available on desktop or mobile. Alternatively, you can integrate it directly into Slack, so you no longer have to switch between tabs in your cloud marketing efforts.

Bizible Discover is a tool to help you analyze your marketing efforts. It includes dashboards, reports, and filters to understand what drives revenue and what needs work.

Marketo Measure, formerly known as Bizible, Discover is different from Bizible Marketing Attribution. It connects directly with your CRM and pulls data straight from it. On the other hand, the Marketo-only attribution model only uses data from the Marketo platform.

In addition, Bizible Discover has more reporting options. These allow you to track campaigns across channels (vs just one channel at a time). You can filter by a specific set of campaigns or certain programs for a profitable paid media experience.

You may already be wondering: “I already have Salesforce reports – why do I need this tool?” There are several reasons:

  1. Salesforce does not include lead scoring information in its reports.
  2. It excludes people who are outside of your marketing database (not yet leads) but who may be interested in your product or service.
  3. It doesn’t connect with any other social platforms.

The Growth Dashboard

The growth dashboard is easy to start for understanding your top-of-funnel metrics like visits and leads.

You can use this report to see how your business has grown over time.

Use it to track how your marketing channels are performing. The dashboard can help you find out which channels contribute to your growth. You’ll understand what cloud marketing efforts drive growth in each channel.

For example, suppose you want to understand the growth in a particular channel over time, like SEO traffic.

In that case, select the SEO Source from the Channel dropdown list and apply it as a filter on the Visits Trend by Day visualization.

To identify which campaigns drove organic search traffic, you can select Campaigns from the “By Channel” dropdown on that same visualization.

The Ads ROI Dashboard

The Ads ROI dashboard is one of the most important dashboards in Bizible Discover because it shows you the ROI of different ad platforms.

The ROI dashboard gives you a quick understanding of the performance of their paid advertising campaigns.

It breaks down ad spending per platform based on all your different campaigns. The dashboard also shows you the number of conversions each platform drove and total revenue.

You can segment reports by channel, campaign type, campaign name, or other dimensions in your marketing automation platform.

Selecting an option or combination of options from these dimensions will apply that filter across all dashboard sections.

Spend attributes back to the lead source based on the configuration of your marketing automation platform. The breakdown of each ad source by its associated cost and revenue lets advertisers know whether they should be investing more in certain areas or not!

Account-Based Marketing Board

The Account-Based Marketing Dashboard will help you monitor and optimize your engagement with your target accounts.

Each account score is calculated by weighing your in-progress marketing activities with their progress (stage) and weight (importance).

The top section contains the key metrics for each channel. The middle section is where you can compare channels with each other or understand the impact of a certain filter on your data.

By default, the dashboard compares channels against each other by showing the number of engagements (contacts)

For paid search, it makes sense to measure clicks and impressions.

For email campaigns, measure opens, clicks, and unsubscribes. For events, it’s engagement time and attendees.

Marketing Ops Role-Based View Dashboard

Here you can view a list of your accounts and their associated opportunities. Click the Accounts-Opportunities tab in the Marketing Ops role-based view board to load this information.

You can also search for an account using the Account Name field.

The top section of the board shows you a list of accounts with open opportunities and great engagement levels, as well as key information such as:

  • The number of open opportunities (and their associated values)
  • The number of closed opportunities (and their associated values)
  • The total number of engagements generated
  • Account creation date
  • Last activity date for that account
  • The number of contacts associated with the account

The Web Traffic Dashboard

The web traffic dashboard gives you access to all your website traffic data analytics. This dashboard compares the increase or decrease in your total web traffic from month to month.
You will also discover your most popular pages and the top landing pages that lead visitors to convert.

Having this information lets you see which content is driving higher revenues over time and then adjust your strategy accordingly.

For this dashboard, we recommend grouping sub-channels together or using URL filters for a more accurate picture of how each channel is performing.

Velocity Dashboard

The Velocity dashboard is an incredibly useful tool for tracking the velocity of your Marketing Qualified Leads (MQLs), Sales Qualified Leads (SQLs), and Opportunities.

You can use the data provided to measure the impact of your cloud marketing efforts. The benefits include deeper insights into how quickly active opportunities turn into revenue.

The dashboard breaks down each stage of your funnel by month. You get a complete view of how your pipeline has performed over time. With this information, you’re better armed to make decisions that drive faster conversions and push more opportunities through your sales funnel.

This dashboard is especially useful if you are on other marketing automation platforms that don’t provide detailed reporting on SQL velocity.

Cohort Journey Dashboard

The Cohort Journey Dashboard shows how cohorts of prospects move through your funnel. This dashboard will be incredibly helpful if you want to see how different campaigns, ad sets, or ads are performing.

Once you have the Cohort Journey dashboard configured, you will be able to see the number of prospects and track their movement from one stage (or group of stages) to another within your defined period.

To view this dashboard, it is key that you have customized your lead statuses and stages in Salesforce and created tags within Marketo Measure, formerly known as Bizible.

Passport Dashboard

The Passport Dashboard is an excellent way to visualize the buyer’s journey. The Passport Dashboard can help to identify gaps in that journey.

If a stage has a lot of leads entering it but few exiting, it might indicate that something is wrong with the stage’s execution.

For example, suppose your Sales team sends emails asking leads to schedule appointments. If the leads don’t respond, it might indicate that your product isn’t ready for sale.

Snapshot Dashboard

The Snapshot Dashboard provides a quick, high-level view of the state of your CRM. This dashboard gives you real-time data on dashboards, such as Leads and Contacts.

Here are some examples of how you could use this dashboard:

  • Use it to get an overview before going into your morning huddle or weekly one-on-one with your manager
  • Use it to quickly update the executive team on Marketing Qualified Lead status during all-hands or quarterly business review meetings
  • Use it to share with leadership what stage most leads are in when preparing for budget planning discussions

Frequently Asked Questions

Find answers to some of the most commonly asked questions on Marketo Measure, formerly known as Bizible, Dashboards.

What are Bizible dashboards, and how do they help?

Dashboards are collections of current, relevant metrics represented visually in charts and tables. They provide a quick, easy way to get the information you need to make informed business decisions.

With dashboards, you can focus on the metrics that matter most to you, share multiple data visualizations with colleagues, and track changes over time.

What is the difference between a Marketo Measure, formerly known as Bizible, Discover dashboard and a custom dashboard?

The dashboards provided by Bizible are pre-built and auto-populated with data from your account. Custom dashboards are built from scratch in a drag-and-drop interface.

Can I export data from the dashboard?

Yes! You can export dashboard reports to Excel or PowerPoint. You can also schedule to receive them daily, weekly, or monthly via email.

Why do my Bizible Discover Dashboard numbers not match my Engagement Studio or CRM?

Bizible Discover Dashboards work with the data that is in Marketo. You may have leads in Marketo but not in your CRM. When you pull reports from your CRM, that lead will not be in the report.

The best way to ensure that your data is up-to-date is to export your leads from Salesforce and upload them into Marketo using a CSV file.

Market Better with Bizible Discover Dashboards

It’s not mandatory to utilize Marketo Measure, formerly known as Bizible, Discover Dashboards in your paid media experience. But they do provide an easy solution to implementing marketing automation while scaling across multiple campaigns.

The reporting features of Bizible Discover Dashboards enable you to segment your potential customers with ease. Later, you can simply follow up with those individuals who have shown the most interest in your business.

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