Conversion Overview

Attribution Insights Report

The Attribution Insights Report provides a comprehensive analysis of revenue generation and sales distribution across different metrics, including CRM contacts, sales opportunities, and user sessions. This tool is crucial for assessing the effectiveness of your sales process and understanding the revenue contributions to your business.

Note: Your access to certain features may vary based on your user permissions.

Select Data Source

Customize your attribution reports by selecting the type of data that suits your analytical needs. You can choose from Forms, Surveys, or Calendars.

• Forms & Surveys: Evaluate how well your lead generation forms are performing and measure the success of your customer feedback strategies.

• Calendars: Analyze the influence of scheduled events and appointments on customer interactions and conversions.

Define Time Frame

To gain meaningful insights, filter your data by setting a specific date range. Use the calendar tool to select the desired period, and confirm your choice by clicking the green check mark.

Update Report Data

Easily refresh your data by clicking the refresh icon, ensuring that all the information displayed is current and accurate without needing to reload your entire browser.

Track Revenue Generated

Monitor the revenue produced within a chosen time frame to evaluate your business's financial outcomes.

Monitor Closed Opportunities

Keep an eye on the number of opportunities you've successfully closed in a given period to assess your sales performance and conversion effectiveness.

Analyze Total Contacts

Evaluate the number of new contacts you've acquired over a specific time frame to measure the impact of your lead generation and marketing strategies.

View Total Sessions

Track the number of sessions generated within the selected period, including website visits, form submissions, surveys, and calendar interactions.

Revenue Timeline

View a detailed timeline of revenue generated during your specified date range. Adjust the date range as needed to see how your revenue evolves over time.

Opportunities Timeline

Explore the timeline of closed opportunities within the selected date range, giving you insights into how your opportunities are progressing over time.

Contacts Timeline

View the timeline of contacts created over a selected period. The data will update as you adjust the date range, allowing for a dynamic view of your lead generation efforts.

Sessions Timeline

Analyze the timeline of sessions created during the selected date range. This includes tracking website visits, form submissions, survey completions, and calendar engagements.

Opportunities by Traffic Source

The Opportunities by Traffic Source chart provides insights into where your closed opportunities originated. Whether from Organic Search, Social Media, or Direct Traffic, this chart helps you understand the most effective channels driving your conversions.

Contacts by Traffic Source

The Contacts by Traffic Source chart visualizes the origins of your created contacts, whether they came from search engines, social platforms, or direct visits, giving you a clear view of the most productive channels.

Sessions by Traffic Source

The Sessions by Traffic Source chart allows you to monitor where your sessions are coming from, helping you identify the most effective traffic sources for generating engagement.

Show or Export Data

Easily display or export your data using the Show/Export Data icon. This allows you to compile a list of contacts or closed opportunities over a specified period and export the information to an Excel file for further analysis.