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:
- 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.
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