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Attribution Conversion Report
The Attribution Conversion Report section lets you track and analyse revenue generated and the total percentage of sales across various metrics, including contacts in the CRM, opportunities, and sessions.
This section is ideal for keeping tabs on how well leads are moving through your sales processes and how much revenue the business is generating.
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Choose Source Type
Select the type of data you'd like to include in your attribution reports to get insights tailored to your specific needs. You can choose from Forms, Surveys, or Calendars.
Selecting Forms or Surveys lets you analyse the performance of lead generation forms on your website, as well as evaluate the effectiveness of customer feedback initiatives.
If you choose Calendars, you can assess the impact of scheduled events and appointments on customer engagement and conversions.
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Select Date Range
To accurately analyse attribution data, filter and set a specific date range using the Select Date Range button.
Click the calendar button to select the date range you'd like to view, then click the green check mark button to save your selection and view the updated data.
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Refresh Data
Clicking the refresh button updates all the data displayed below without needing to reload your entire browser tab or window.
This ensures you always have access to the most current reporting information, so you can make informed decisions based on real-time data without disrupting your workflow.
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Revenue Closed
Monitor the revenue your business has generated during a specific time frame to gain insight into your financial performance.
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Opportunities Closed
Keep track of the number of opportunities you've successfully closed during a specific time frame to evaluate your sales performance and conversion rates.
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Total Contacts
Monitor the number of contacts you've gathered during a specific time frame to assess the effectiveness of your lead generation and marketing efforts.
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Total Sessions
The Total Sessions metric lets you monitor the number of sessions created during the selected period, including website traffic, forms, surveys, and calendar visits.
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Revenue Closed - Timeline
The Revenue Closed - Timeline section shows a timeline of revenue generated during a specific period, which updates as you adjust the date range in the top right corner of the screen.
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Opportunities Closed - Timeline
The Opportunities Closed - Timeline section displays a timeline of closed opportunities during the selected period, updating as you adjust the date range.
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Contacts Created - Timeline
The Contacts Created - Timeline section shows a timeline of contacts created during a specified period, which updates as you adjust the date range in the top right corner of the screen.
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Sessions Created - Timeline
The Sessions Created - Timeline section presents a timeline of sessions created over the selected period, including website traffic, forms, surveys, and calendar visits.
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Opportunities Closed - Traffic
The Opportunities Closed chart shows the timeline of opportunities you've closed and where they came from.
You can track the traffic sources that led to these closures, such as Organic Search from search engines like Google and Yahoo, Social Media platforms like Facebook and Twitter, and Direct Traffic.
The source of traffic is displayed on a timeline, and you can adjust the date range in the top right corner of the screen to change the information shown.
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Contacts Created - Traffic
The Contacts Created chart displays the timeline of contacts you've created and the traffic source they originated from.
Sources of traffic include Organic Search from search engines like Google and Yahoo, Social Media platforms like Facebook and Twitter, and Direct Traffic.
You can view the traffic sources on a timeline, which updates as you adjust the date range in the top right corner of the screen.
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Sessions Created - Traffic Source
The Sessions Created chart displays a timeline of sessions you've created and the traffic source that generated them.
Sources of traffic include Organic Search from search engines like Google and Yahoo, Social Media platforms like Facebook and Twitter, and Direct Traffic.
As you adjust the date range in the top right corner of the screen, the timeline updates to reflect changes in the traffic source.
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Show/Export Data
Clicking the Show/Export Data icon lets you view a list of contacts created within a specific time frame and export this data to an Excel sheet.
The same feature is available for tracking opportunities closed, letting you see which opportunities were closed during a particular period and export that information to an Excel sheet as well.