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