Want to know which companies are actually engaging with your site—and not just filling in a form for a freebie? You’re not alone. If you’re using Canddi to track B2B visitors, you probably know it’s powerful, but figuring out how to get the reports you actually care about? That’s another story.
This is for marketers, sales ops, or anyone who needs to show real B2B engagement—beyond surface-level vanity stats. We’ll walk through building a custom report in Canddi, what’s worth tracking, and how to avoid getting lost in the weeds.
1. Before You Start: What’s Worth Measuring?
There’s no shortage of numbers you could pull from Canddi. The trick is knowing what matters. For B2B engagement, focus on:
- Company-level activity: Not just “who,” but “which company.”
- Pages and content consumed: Are they poking around or digging deep?
- Repeat visits and time on site: One-off visits rarely mean genuine interest.
- Key actions: Downloads, contact views, or any event that signals intent.
Ignore the fluff like “average session duration” if it doesn’t tie back to your goals. You want to show engagement, not just traffic.
Pro tip: Get your sales and marketing folks to agree on what counts as engagement. Saves headaches later.
2. Step 1: Pin Down Your Questions
Before you touch Canddi’s reporting tools, write out what you want to answer. Examples:
- Which companies visited our pricing page more than twice this month?
- Which target accounts downloaded our whitepaper?
- How many unique companies came back at least three times in the last 30 days?
This isn’t busywork. If you skip it, you’ll build reports that look impressive but tell you nothing useful.
3. Step 2: Set Up Your Canddi Tracking Correctly
If your Canddi tracking isn’t set up right, your reports will be garbage. Double-check:
- Canddi code is on all relevant pages (especially landing pages and resources).
- Events and goals (like downloads or form fills) are configured.
- Visitor identification is working—ideally, you’re seeing company names, not just “Unknown.”
If you’re just seeing generic ISP names, you’ll need to tweak your DNS or ask Canddi support for help. No shame; B2B reverse IP is tricky.
4. Step 3: Use Streams to Segment Your Audience
Canddi calls its segments “Streams.” Streams let you filter down to exactly the visitors you care about. Here’s how to use them:
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Navigate to Streams
In Canddi, find the Streams section—usually on the left sidebar. -
Create a New Stream
Click “New Stream.” Give it a name that makes sense (e.g., “Pricing Page Repeat Visitors”). -
Set Filtering Criteria
This is where you get precise. Some ideas: - Visited specific URL(s)—like
/pricing - Company matches a target list (upload CSV if you have one)
- Number of visits in timeframe (e.g., more than twice in 30 days)
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Actions completed (downloads, contact clicks)
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Test and Refine
Check who shows up in the Stream. If it’s too broad or too narrow, tweak your filters.
Don’t overcomplicate it. A Stream should answer a question, not try to do everything.
5. Step 4: Build a Custom Report
Now the fun part (well, if you like data): turning Streams into reports.
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Go to Reports
Head to the “Reports” or “Analytics” section in Canddi. -
Pick Your Stream
Most reporting starts from a Stream. Choose the one you just built. -
Select Your Metrics
- Company Name: The bread and butter of B2B.
- Visit Count: How many sessions per company.
- Pages Viewed: Shows depth, not just presence.
- Key Actions: Downloads, form fills, etc.
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First/Last Visit: Helpful for seeing recency.
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Set Date Ranges
Don’t default to “all time.” Use last 30 days, last quarter, or a timeframe that matches your sales cycle. -
Export or Schedule
Most of the time, you’ll want to export to CSV or schedule a recurring email. Canddi lets you automate these, so reports hit your inbox (or your team’s) regularly.
Pro tip: For sales teams, schedule weekly reports. For marketers, monthly might be enough.
6. Step 5: Customize and Visualize (If You Must)
Canddi’s built-in charts are…fine. They’ll give you a basic sense of trends, but don’t expect fancy dashboards.
- Bar/line charts: See visit counts over time, or compare companies.
- Pie charts: Usually less useful for B2B unless you’re comparing a small set of targets.
- Download for Deeper Analysis: If you want cross-stream analysis or prettier visuals, export to Excel or Google Sheets. Or push into a BI tool like Power BI or Tableau—if you really need it.
Honest take: Don’t waste hours making charts that nobody reads. Focus on tables that show who did what and when.
7. Step 6: Share Reports and Get Feedback
You’re not building these reports for your own amusement. Send them to the people who care—usually sales, marketing, or execs.
- Highlight what matters: Don’t just send a spreadsheet. Call out the most interesting findings (“Acme Corp visited our pricing page 5 times last week and downloaded the case study”).
- Ask for feedback: What’s missing? What’s confusing? Tweak your Streams and reports based on what people actually use.
8. What to Ignore (and What to Watch Out For)
Ignore:
- Raw visitor counts: High numbers look nice, but they don’t equal engagement.
- Generic company data: “Comcast” or “Amazon Web Services” probably means someone browsing from home or a coffee shop.
- Overly complex filters: If you need a PhD to explain your Stream logic, you’ve gone too far.
Watch out for:
- False positives: Sometimes Canddi will guess a company based on IP, but it’s not always right. Use as a lead, not gospel.
- GDPR/Privacy: Don’t get creepy. Use the data responsibly and double-check local compliance.
9. Real-World Tips (Learned the Hard Way)
- Start simple. One or two Streams that map to your main goals. You can always add more.
- Meet with sales monthly. See if the report actually helps them.
- Update your target list. If you’re ABM-focused, keep your list of target companies fresh.
- Automate what you can. Scheduled reports save time and keep everyone in the loop.
- Don’t chase every metric. Pick a few that actually change your strategy.
Keep It Simple and Iterate
Building custom reports in Canddi doesn’t have to be a black hole for your time. Start with the basics, focus on what actually matters for your business, and skip the fluff. The best reports are the ones people read and act on—so keep them clear, keep them useful, and don’t be afraid to refine as you go.
If you’re not sure where to start, just build a Stream for “multiple visits from target companies in the last 30 days.” Get that working, and you’re ahead of most.