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|
The Vidyard Reporting Package for Sales & Marketing consists of a set of pre-built reports and dashboard components. The package includes:
Once the package has been installed, its components can be viewed in Salesforce at anytime:
|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|
|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|
|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|
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
If your company has replaced
share.vidyard.com with its own CNAME, update both of these reports to filter for your company's CNAME.
share.vidyard.comwith your company's CNAME
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 - email@example.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.
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:
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: