{"id":3787,"date":"2026-04-29T06:30:20","date_gmt":"2026-04-29T06:30:20","guid":{"rendered":"https:\/\/gaconnector.com\/docs\/?p=3787"},"modified":"2026-04-29T16:04:12","modified_gmt":"2026-04-29T16:04:12","slug":"marketing-reports","status":"publish","type":"post","link":"https:\/\/gaconnector.com\/docs\/marketing-reports\/","title":{"rendered":"Marketing Reports"},"content":{"rendered":"<h1>Marketing Reports<\/h1>\n<blockquote><p><strong>Currently available for Salesforce only.<\/strong>\u00a0Marketing Reports is built specifically for customers using Salesforce as their CRM. Support for\u00a0<strong>Zoho<\/strong>\u00a0and\u00a0<strong>Pipedrive<\/strong>\u00a0is on our roadmap and will be developed based on customer demand. If you&#8217;d like to see Marketing Reports for Zoho or Pipedrive, please\u00a0<a href=\"https:\/\/gaconnector.com\/contact-us\/\">let our support team know<\/a>\u00a0\u2014 your interest directly helps us prioritize.<\/p><\/blockquote>\n<hr \/>\n<h2>Getting Started<\/h2>\n<h3>What is the Marketing Reports feature?<\/h3>\n<p>Marketing Reports is a built-in analytics dashboard inside GA Connector that connects directly to your Salesforce account. It shows you how your marketing channels, sources, campaigns, and landing pages are performing across your full funnel \u2014 from leads, to opportunities, to closed-won revenue.<\/p>\n<p>The dashboard is organized into four tabs:<\/p>\n<ul>\n<li><strong>Overview<\/strong>\u00a0\u2014 High-level performance across all your marketing channels.<\/li>\n<li><strong>Paid Ads<\/strong>\u00a0\u2014 Detailed breakdowns of paid campaigns, including Google Ads, Meta, LinkedIn, Bing, and TikTok.<\/li>\n<li><strong>Organic<\/strong>\u00a0\u2014 Insights into your organic traffic, including top sources, landing pages, and referrers.<\/li>\n<li><strong>Attribution<\/strong>\u00a0\u2014 Side-by-side comparison of First Click and Last Click attribution.<\/li>\n<\/ul>\n<h3>How do I enable Marketing Reports?<\/h3>\n<p>When you first open the Marketing Reports section in GA Connector, you&#8217;ll see an introduction screen explaining what the feature does. To enable it:<\/p>\n<ol>\n<li>Make sure your Salesforce account is connected to GA Connector.<\/li>\n<li>Click\u00a0<strong>Load Reports<\/strong>\u00a0on the introduction screen.<\/li>\n<\/ol>\n<p>If you don&#8217;t have a Salesforce connection yet, the button will say\u00a0<strong>Connect Salesforce<\/strong>\u00a0instead, and walk you through connecting your Salesforce account first.<\/p>\n<h3>Do I need a Salesforce account to use Marketing Reports?<\/h3>\n<p>Yes. Marketing Reports is currently built specifically to work with Salesforce data. The dashboard pulls your Lead and Opportunity data live from Salesforce in order to show your marketing performance.<\/p>\n<p>If you use a different CRM, this feature isn&#8217;t available to you yet \u2014 but we&#8217;re listening. Support for\u00a0<strong>Zoho<\/strong>\u00a0and\u00a0<strong>Pipedrive<\/strong>\u00a0is on our roadmap, and we&#8217;ll prioritize building it based on customer interest. If you&#8217;d like Marketing Reports for one of these CRMs, please\u00a0<a href=\"https:\/\/gaconnector.com\/contact-us\/\">contact our support team<\/a>\u00a0and let us know \u2014 every request helps us decide what to build next.<\/p>\n<h3>Is Marketing Reports included in my plan, or does it cost extra?<\/h3>\n<p>Marketing Reports is included as part of GA Connector \u2014 there&#8217;s no additional cost. If you have an active GA Connector subscription and a Salesforce connection, you can enable it.<\/p>\n<hr \/>\n<h2>How the Data Works<\/h2>\n<h3>Where does the data come from?<\/h3>\n<p>All the data shown in Marketing Reports comes directly from your Salesforce account. We pull your Lead and Opportunity records \u2014 along with the marketing attribution data GA Connector has captured (channels, sources, campaigns, etc.) \u2014 and display it in the dashboard.<\/p>\n<h3>Does GA Connector store my Salesforce data?<\/h3>\n<p><strong>No.<\/strong>\u00a0GA Connector does\u00a0<strong>not<\/strong>\u00a0store any of your Salesforce data. Every time you open the Marketing Reports dashboard, the data is queried live from Salesforce and rendered in your browser. Nothing is saved or cached on our infrastructure.<\/p>\n<p>This is a deliberate design choice \u2014 your Salesforce data stays in Salesforce.<\/p>\n<h3>Will using Marketing Reports increase my Salesforce API usage?<\/h3>\n<p>Yes, somewhat. Because the dashboard queries Salesforce live every time it loads, it does use Salesforce API calls. For most organizations, the additional usage stays comfortably within Salesforce&#8217;s standard API limits.<\/p>\n<p>If you&#8217;re curious about the impact on your org, you can monitor your Salesforce API usage at any time:<\/p>\n<ul>\n<li>In Salesforce, go to\u00a0<strong>Setup \u2192 System Overview \u2192 API Usage<\/strong>.<\/li>\n<\/ul>\n<p>If you have any concerns about API usage, please contact our support team.<\/p>\n<h3>Why don&#8217;t the numbers in Marketing Reports match my Salesforce reports exactly?<\/h3>\n<p>There are a few legitimate reasons why numbers can differ between Marketing Reports and your custom Salesforce reports:<\/p>\n<ul>\n<li><strong>Date fields used.<\/strong>\u00a0Marketing Reports uses specific date fields by metric:\n<ul>\n<li>Leads use\u00a0<code>Lead.CreatedDate<\/code><\/li>\n<li>Opportunities Created use\u00a0<code>Opportunity.CreatedDate<\/code><\/li>\n<li>Closed Won and Revenue use\u00a0<code>Opportunity.CloseDate<\/code><\/li>\n<\/ul>\n<p>If your Salesforce report uses a different date field, totals will differ.<\/li>\n<li><strong>Time zone.<\/strong>\u00a0Marketing Reports uses your Salesforce\u00a0<strong>company-wide default time zone<\/strong>\u00a0(set in Setup \u2192 Company Settings \u2192 Company Information). Records near midnight may fall on a different day depending on which time zone is applied.<\/li>\n<li><strong>Closed Won filter.<\/strong>\u00a0Revenue and Closed Won metrics include only opportunities where\u00a0<code>StageName = 'Closed Won'<\/code>. If you have custom or non-standard stages, those won&#8217;t be counted.<\/li>\n<li><strong>Attribution model.<\/strong>\u00a0Most charts apply a First Click or Last Click attribution model. Reports without attribution will naturally show different totals.<\/li>\n<\/ul>\n<h3>What time zone are dates shown in?<\/h3>\n<p>All dates in the dashboard use the\u00a0<strong>default time zone configured for your Salesforce organization<\/strong>\u00a0\u2014 not your personal time zone or browser time zone.<\/p>\n<p>You can find your org&#8217;s default time zone in Salesforce under\u00a0<strong>Setup \u2192 Company Settings \u2192 Company Information \u2192 Default Time Zone<\/strong>.<\/p>\n<hr \/>\n<h2>Using the Dashboard<\/h2>\n<h3>What&#8217;s the difference between First Click and Last Click attribution?<\/h3>\n<p>These are two different ways of crediting a marketing channel for a lead or sale:<\/p>\n<ul>\n<li><strong>First Click<\/strong>\u00a0credits the marketing channel that\u00a0<em>first<\/em>\u00a0brought a visitor to your site. This is useful for understanding which channels are good at\u00a0<em>introducing<\/em>\u00a0new prospects.<\/li>\n<li><strong>Last Click<\/strong>\u00a0credits the marketing channel from the\u00a0<em>most recent<\/em>\u00a0visit before the lead was created or the deal closed. This is useful for understanding which channels are good at\u00a0<em>converting<\/em>\u00a0prospects.<\/li>\n<\/ul>\n<p>You can switch between First Click and Last Click globally using the selector at the top of the dashboard. The view will update across all charts.<\/p>\n<p>The\u00a0<strong>Attribution<\/strong>\u00a0tab is the exception \u2014 it shows both First Click and Last Click side by side, so you can directly compare them without switching.<\/p>\n<h3>What do the four report tabs show?<\/h3>\n<table>\n<thead>\n<tr>\n<th>Tab<\/th>\n<th>What it covers<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Overview<\/strong><\/td>\n<td>A high-level view of leads, opportunities, and revenue across all your channels. Includes a 4-quarter funnel report.<\/td>\n<\/tr>\n<tr>\n<td><strong>Paid Ads<\/strong><\/td>\n<td>Performance of your paid marketing channels \u2014 sources, landing pages, campaigns, ad groups, and keywords. Auto-detects platforms like Google Ads, Meta, LinkedIn, Bing, and TikTok.<\/td>\n<\/tr>\n<tr>\n<td><strong>Organic<\/strong><\/td>\n<td>Performance of your organic traffic \u2014 sources, landing pages, top referrers, and trends over time.<\/td>\n<\/tr>\n<tr>\n<td><strong>Attribution<\/strong><\/td>\n<td>Compares First Click and Last Click attribution side by side, including a path table showing how leads moved between channels.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Why is the Funnel Report showing different dates than the rest of the dashboard?<\/h3>\n<p>The Funnel Report (in the Overview tab) is designed to always show your\u00a0<strong>last four completed quarters<\/strong>, regardless of the date range selector at the top of the page.<\/p>\n<p>This is intentional \u2014 the Funnel Report is meant as a stable quarterly view. All other charts will respect whatever date range you select.<\/p>\n<h3>What does it mean when a chart shows &#8220;no data&#8221;?<\/h3>\n<p>Charts will appear empty if there are no records matching the current filters. Common reasons:<\/p>\n<ul>\n<li>The date range covers a period with no activity.<\/li>\n<li>The tab&#8217;s channel filter excludes your records (e.g., Paid Ads only shows records with Paid, Cross-network, or Display channels).<\/li>\n<\/ul>\n<p>Try widening your date range or switching tabs to see if data appears.<\/p>\n<h3>Can I export the data from Marketing Reports?<\/h3>\n<p>Export functionality may be added in future updates. Currently, the dashboard is designed for in-app analysis. If you need to share specific data, you can take screenshots, or build a custom report directly in Salesforce using the same fields the dashboard uses.<\/p>\n<hr \/>\n<h2>Managing the Feature<\/h2>\n<h3>How do I turn off Marketing Reports?<\/h3>\n<p>If you want to disable the dashboard for your account, you can do it directly from the Marketing Reports page:<\/p>\n<ol>\n<li>Open the\u00a0<strong>Marketing Reports<\/strong>\u00a0section in GA Connector.<\/li>\n<li>Click the\u00a0<strong>three-dot menu<\/strong>\u00a0(\u22ee) in the top-right corner of the dashboard.<\/li>\n<li>Select\u00a0<strong>Hide Reports<\/strong>.<\/li>\n<\/ol>\n<p>The dashboard will be turned off for your account. You can always turn it back on later by clicking\u00a0<strong>Load Reports<\/strong>\u00a0on the introduction screen.<\/p>\n<h3>How do I reconnect Salesforce if my connection has expired?<\/h3>\n<p>If your Salesforce authentication has expired, you&#8217;ll see a\u00a0<strong>Reconnect Salesforce<\/strong>\u00a0button on the Marketing Reports introduction screen. Click it and walk through the Salesforce login again. Once you&#8217;ve reauthorized, you&#8217;ll be able to load the reports.<\/p>\n<hr \/>\n<h2>Privacy &amp; Security<\/h2>\n<h3>Is my Salesforce data secure?<\/h3>\n<p>Yes. GA Connector does not store your Salesforce data \u2014 we query it live every time the dashboard loads, render it in your browser, and don&#8217;t persist it anywhere on our servers.<\/p>\n<p>Your Salesforce connection uses standard OAuth, which means GA Connector never sees your Salesforce password. You can revoke GA Connector&#8217;s access from inside Salesforce at any time.<\/p>\n<h3>What happens to my data if I disconnect Salesforce?<\/h3>\n<p>If you disconnect Salesforce or revoke GA Connector&#8217;s access in Salesforce, the dashboard will no longer be able to load data \u2014 because there&#8217;s nothing stored on our side, the reports will simply stop working until Salesforce is reconnected.<\/p>\n<hr \/>\n<h2 id=\"still-need-help\">Still Need Help?<\/h2>\n<p>If your question isn&#8217;t answered here, please reach out to GA Connector support. When you <a href=\"https:\/\/gaconnector.com\/contact-us\/\">contact us<\/a>, it helps to include:<\/p>\n<ul>\n<li>A description of what you&#8217;re seeing<\/li>\n<li>Which tab or chart in Marketing Reports is involved<\/li>\n<li>A screenshot if possible<\/li>\n<li>The date range and attribution model you have selected<\/li>\n<\/ul>\n<p>We&#8217;re happy to help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Marketing Reports Currently available for Salesforce only.\u00a0Marketing Reports is built specifically for customers using Salesforce as their CRM. Support for\u00a0Zoho\u00a0and\u00a0Pipedrive\u00a0is on our roadmap and will be developed based on customer demand. If you&#8217;d like to see Marketing Reports for Zoho or Pipedrive, please\u00a0let our support team know\u00a0\u2014 your interest directly helps us prioritize. Getting Started [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32],"tags":[],"_links":{"self":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/3787"}],"collection":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/comments?post=3787"}],"version-history":[{"count":10,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/3787\/revisions"}],"predecessor-version":[{"id":3797,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/3787\/revisions\/3797"}],"wp:attachment":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/media?parent=3787"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/categories?post=3787"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/tags?post=3787"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}