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!

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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.