Vidyard Reporting Package for Sales & Marketing

Sales and marketing teams are more data-driven than ever—and that's especially true of organizations using video. 

The Vidyard Reporting Package for Sales and Marketing makes it as simple as possible for sales and marketing leaders to understand the clear value and impact that video has on their business, including pipeline, opportunities and revenue influenced by video.  

The reports package consists of a set of pre-built reports and dashboards in Salesforce. These were developed based on best practices for measuring the success of teams using video to generate and engage leads throughout the buyer's journey. Use the reports package to understand:

Sales reports
Marketing reports
  • number of reps' videos viewed by contacts and leads
  • number of reps' videos viewed
  • dollar amount of pipeline influenced by video
  • dollar amount closed with video by rep
  • average video retention rate by rep
  • + more!
  • Top video by number of opportunities influenced
  • Top videos by dollar amount of pipeline influenced
  • Top videos by dollar amount of closed revenue influenced
  • Top account by video views
  • + more!

Requirements

  • Complete the Vidyard for Salesforce Integration set up
    • For users with an existing Vidyard for Salesforce integration, must have v1.30 of the Vidyard app
  • The necessary role permissions in Salesforce to install packages

Install the Vidyard reports package

  1. Install the Vidyard Reporting Package for Sales & Marketing
  2. Choose the Salesforce users for whom the reports package will be available
  3. Click InstallSalesforce package installation screen, options to choose users for whom the package becomes available
  4. Click Done once the installation completes

Package Components

The Vidyard Reporting Package for Sales & Marketing consists of a set of pre-built reports and dashboard components. The package includes:

  • 2 pre-built dashboards
  • 4 custom report types
  • 19 reports
  • 4 custom fields

Once the package has been installed, its components can be viewed in Salesforce at anytime: 

  1. From the Salesforce Dashboard, click on Setup
  2. Search for and select Installed Packages
  3. Click on Vidyard Reports > View Components

Generic Components

Components
Parent Object
Type
Vidyard GoVideo Sales Dashboard
N/A
Dashboard
Vidyard Video Marketing Dashboard
""
Dashboard
opportunities with contacts with video views
""
Custom Report Type
leads with video views
""
Custom Report Type
contacts with video views
""
Custom Report Type
video views
""
Custom Report Type
Group Owner**
Video View
Custom Field
Vidyard Count**
Contact
Custom Field
Vidyard Count
Lead
Custom Field
Vidyard Count
Opportunity
Custom Field

Sales-specific components

Component
Parent Object
Type
MTD Opportunities Created with Video
N/A
Report
Average Video Completion Rate by Rep
""
Report
Videos Influencing Opportunities
""
Report
QTD Closed Won with Video
""
Report
WTD Videos Sent by Rep**
""
Report
WTD Video Views by Rep
""
Report
MTD Video Engaged Leads
""
Report
MTD Video Engaged Contacts
""
Report
MTD Video Views by Rep
""
Report
MTD Videos Sent by Rep**
""
Report

Marketing-specific components

Component
Parent Object
Type
Top Videos by # of Opportunities Influenced
N/A
Report
Top Videos by $ of Pipeline Influenced
""
Report
Top Videos by $ of Closed Revenue Influenced
""
Report
Top Accounts by Video Views
""
Report
Total Views by Attention Span
""
Report
Videos by Highest Attention Span
""
Report
Top Videos Viewed by Seconds Watched
""
Report
Top Videos Viewed by View Count
""
Report
Video Views by Month
""
Report

**Important Notes

Videos Sent Reports

Both the MTD Videos Sent by Rep and WTD Videos Sent by Rep reports filter for emails that contain share.vidyard.com, the Vidyard CNAME that forms part of the URL for a GoVideo recording. A video counts as "sent" if an email was delivered containing share.vidyard.com.

If your company has replaced share.vidyard.com with its own CNAME, update both of these reports to filter for your company's CNAME.

  1. From the Salesforce Dashboard, click on Reports > search for Vidyard Reports Package > WTD (or MTD) Videos Sent by Rep
  2. Scroll down. Under the Filtered By section, select Edit
  3. Replace share.vidyard.com with your company's CNAME

Week-to-Date Videos Sent report, demonstrating how to edit the filter for share.vidyard.com

Group Owner Custom Field

Many of our reports contain a custom field called Group Owner. This was created in order to cleanly display the owner of a video view or other engagement data in Vidyard reports, rather than pull from the Video View object's Group Name field which identifies a user by their email address (e.g. personal account - first.lastname@vidyard.com) 

If an email address from the Video View object's Group Name field matches the email address of a Salesforce user, the user's name is written to the Group Owner field in various Vidyard reports.

  • Please note that this field does not backfill. If you already have video view records in Salesforce, those video views will not have the Group Owner field filled out. After the Vidyard reports package is installed, any future views will generate an associated Group Owner.
  • In the event that a user has multiple Salesforce accounts with the same email address, the user's name for the account with the most recent activity will be used.

Example of Vidyard report, indicating Group Owner field

Vidyard Count Custom Field

Reports that indicate view or engagement data for contacts, leads, and opportunities will have an additional field called Vidyard Count. Typically each view is counted individually, even if that view is generated from the same contact more than once.

The Vidyard Count field allows for counting of unique views. Now you can understand separately the number of total views that a sales rep has received as well as the unique contacts, leads and opportunities that have viewed videos.

See the below example:

  1. Individual views, including multiple views from the same contact
  2. Total number of views received
  3. Number of unique views received (Vidyard Count)Example of report with Vidyard Count field. Indicates where individual views, total views, and unique views are located.

Additional Report Customization

Vidyard's reports are pre-built to help you best understand how selling with video impacts your business. However, should you require further report customization, you will need to create a new custom report type that allows for access to additional reporting fields and relationships with other Salesforce objects.

Cloning an existing report type is the easiest way to modify which fields are available to your reports:

  1. From the Salesforce Dashboard, click Setup
  2. Use the Quick Find box to search for Report Types, then select Report Types
  3. Choose an existing Vidyard Report Type and click Clone
    • Give your report type a descriptive label and name
    • Select Deployed, then SaveSalesforce interface for cloning a report type; indicates where to modify report type label and name
  4. If necessary, modify the report type's object relationships and available fields
  5. You may now create reports using your new report type:
    • Select Reports > New Report, then select your new report type

Was this article helpful?

Can’t find what you’re looking for? Please contact us below.

Email Vidyard Support
Why you didn't like the article?

If you would like Vidyard to get in contact with you regarding your feedback, please enter your email address.

  • No, Thanks