Pardot Knowledge Base

Dashboard Overview

Last Updated: Apr 26, 2016 | Print this Article
 
The Dashboard is the first thing you'll see when you log in to Pardot. From here, you can get a high-level overview of your notifications, active prospects, and more.
dashboard

Notifications

Any important announcements or feature releases will be displayed at the top of the dashboard. Typically, you will be able to click on the notification for more detail or click Dismiss to permanently hide them from your dashboard.  Dismissing a notification will only hide it for you - other users in your account will still be able to view it. new features update

Reporting Graph

  • Prospects Created: This is the number of new prospects created through form, form handler, or landing page conversions, or created via imports, including via the API. This includes both archived and unarchived prospects.
  • Conversions: The number of previously anonymous individuals submitting a form or landing page to identify themselves as prospects. Bear in mind that that the "Prospects Created" stat will generally be a higher number as it includes records pushed into Pardot from any source (pushed down from your CRM, imported via CSV, etc.) as opposed to those created via forms, landing pages, etc. For example: in the screenshot above, it shows 2,550 prospects created in the past week but only 174 conversions. The majority of the created prospects in this case were imported (e.g., from an event or partner marketing).
  • Opportunities Created: This is the number of new opportunities created at given dates. Opportunity data is pulled from your CRM, created manually, or created via the API.
  • All prospects: This is the cumulative total of prospects in your database, excluding those in your Recycle Bin. Each data point represents the total size of your prospect database at a given point in time.
conversions this month dashboard

Marketing Calendar

The Marketing Calendar shows scheduled and past emails, social posts, events (via Eventbrite), and webinars (via GoToWebinar, WebEx, or ReadyTalk). A slimmed down version of the calendar appears for Marketing and Administrator users on the dashboard, just below the graphs/charts. dashboard-calendar
Clicking View Full Calendar will show a fuller view that is adjustable to show a day, week, or month view and allows you to page through the dates you want to see. Hovering over an event will show you details about the item (event tickets sold, webinar attendance, email click through rate, etc.) and allow you to click in to either a report (for items in the past) or to a detail screen (for items in the future).
marketing calendar
The colors of each event represent a different activity so you can quickly glance at the calendar and have an overall sense of what's coming up.
  • Green: Emails
  • Purple: Webinars
  • Pale Pink: Eventbrite Event
  • Blue: Social Messages
Add Custom Events to your Marketing calendar by clicking +Create New Event. This will launch a pop-up menu to create and save the custom event date.  You will be able to name the event, choose the date(s) and time (optional), and add a URL that users are taken to if they click for details (optional). This can be to an events page (if you use a third party event vendor with which we do not integrate, a report in a third party system, etc. You can also choose an icon and background color to use on the calendar.
Create Custom Event
The calendar is visible to Marketing and Administrator users by default. If your account level includes Custom Roles, you can create additional user roles with calendar access. The minimum requirements to be able to view the calendar obviously depend on the user having the 'Calendar' permission ticked and at least one of the following permissions ticked also -
  • Both view emails and view email reports
  • View social posts
  • View webinars
  • View events
Without one of these, the Marketing Calendar would be empty and therefore we would not display it for that user.

Note: Current Standard accounts do not include the Calendar - but it should be maintained for customers who signed on before February 1, 2014.  

Active Prospects for Review

The dashboard will display up to five Active Prospects for Review -- prospects that are neither assigned nor marked as reviewed and have been active. Click More Prospects to see all Active Prospects for Review. Note this shows all prospects that have had at least one prospect activity and are not yet assigned or marked as reviewed, including those prospects that were imported.

Identified Companies

The dashboard also displays up to five of the most recent visitors whose companies could be identified. Click More visitors to see all Identified Companies.

Need more? Start a conversation with other Pardot users in our Success Community