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Reporting

  • Getting Started: Understanding the Data Schema
  • Getting Started: Creating a Custom Report Type
  • Getting Started: Creating a Base Report Template
  • Sample Report: Sourced Pipeline Models
  • Sample Report: Sourced Bookings Models
  • Sample Report: Sourced Count of Opportunities
  • Sample Dashboard: Marketing Sourced Funnel
  • Pro Tip: Adding Custom Formula Fields to Campaign Member
  • Advanced: Dashboards with Google Data Studio

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