Step 3.1 - Build your first attribution report

Read the below guides before proceeding:

Building a Basic Report

Attribution Models

Sequences

After Step 2, we have everything we need to be able to build attribution reports!

Navigate to Definitions > Reports and create a new report

Our attribution report should have:

• Numbers:

  • Number of companies engaged with the channel

  • Spend per channel

  • Number of times done for each KPI

  • Conversion rates between each KPI

  • $ Amounts for Pipeline and Closed Won

  • ACV for Pipeline and Closed Won

  • To keep this guide short, we will only build the below columns. The rest will be similar to at least one of the below:

  • Number of companies engaged with the channel

  • Spend per channel

  • Pipeline #

  • Pipeline $

  • Pipeline ACV

  • Pipeline → Closed Won conversion rate

• Breakdown:

  • Unified Channel

• Filter:

  • No filter — we want all companies to be shown

• Attribution model:

  • For all of these columns, we will use the Linear model to demonstrate, but you can use any model.