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When you install the toutapp Sales Engage package in Salesforce, there will be some pre-built dashboards. Learn how to set up your own dashboards below.

Marketo note

 Reporting for Salesforce is only available in Enterprise subscriptions.

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Open and Click Report

Select the Tasks and Events record type.
Define the report parameters based on your desired time frame and hierarchy structure.
Add a filter to remove internal emails logged to Salesforce (e.g. Company/Account not equal to
ToutApp Inc.
Marketo).
Select the Summary report format.
Add the Subject, Assigned, and
Tout
Marketo Sales Clicked/
Tout
Marketo Sales Viewed fields to the report.
Double-click on Add Formula within the Fields pane.
Add a name to the formula, select Percent in the format, and select Grouping 1.
Select
Tout
Marketo Sales Clicked/
Tout
Marketo Sales Viewed, then Sum in the Summary Fields.
Add a divide sign to the formula, and then select Record Count in the Summary fields – Save As.

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Template Volume Report

Modify the Template Performance Report and include the filter, "
Tout
Marketo Sales Template not equal to blank."
Remove the
Tout
Marketo Sales Clicked field – Save As.
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Trending Accounts Report

Select Activities with Accounts record type.
Setup the report parameters and fields as indicated below – Save As.

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