HockeyStack Academy 102 - 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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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.