Selecting a Goal

In the Ideal Customer Profile (ICP) page, start by selecting a goal, which is what you want to test for, the baseline you compare your events to.

  1. Click Select a goal...

  2. Select an option from the drop-down list. Options displayed depend on the data sources you are connected to.

  1. In this example, select Hubspot Deals. The goal is to get as many Hubspot Deals as possible.

Naming Your Goal

  1. Upon selecting the goal, the Name field appears and the Select Time Dimension field is populated by a default selection, which you can modify. Selecting the Time Dimension is further described in the next few sections.

  2. In the Name field, enter a name for your goal. In this example, name the goal "Deals".

Selecting a Value Dimension

  1. Click + value found on the upper right corner of the Select Goal box.
    Note: You can use the Value feature only once.
  1. Enter a Value Name in the field provided. In this example, enter "Amount". We want to see the deals grouped by amount or how much are they worth.

  2. Under Value, click Select dimension...

  3. Select an option from the drop-down list. Options displayed depend on the data sources you are connected to and the goal you selected. In this example, select amount.

Note: To search for a dimension in a long list, type in a keyword in the field to filter the drop-down options.

Filtering Your Goal and Value

This feature filters both the goal and the value. The value is summed only for the goals selected with the filter.

Note: The Filter feature will not be used in this example but we will show you how to use the feature.

  1. Click + filter found on the upper right corner of the Select Goal box.
    Note: You can use the Filter feature as many times as you want to refine your data.

  2. Click in the filter by field to select a property.

  3. Select an option from the drop-down list. Options displayed depend on the data sources you are connected to and the goal/ value you have selected.

Note: To search for a property in a long list, type in a keyword in the field to filter the drop-down options.

  1. In this example, select original_source_type.

  2. Upon selecting a property, two more fields appear on the right. Select an operator by clicking on the middle field to display drop-down options.

Note: Drop-down options displayed in the middle and right fields depend on the property selected in the left field.

  1. In this example, we show the middle field and right field options when original_source_type is selected in the left field.
  1. We show another middle field and right field option list when last_modified_date is selected in the left field.

Selecting a Time Dimension

  1. When you select your goal (refer to step 1 through 4), the Select Time Dimension field is automatically populated. You can, however, modify the selection by clicking on it and selecting from the drop-down options.
  1. In this example, we will retain the create_date selection.

Note: Clicking the question mark icon found on the top right corner of the Select Goal box directs you to the Dealtale User Guide in another browser.