Source Analysis Overview

The Source Analysis segment within the Attribution Report allows you to monitor and evaluate the revenue contributions and sales distribution based on key metrics, including contacts in your CRM, opportunities, and session data.

This area also highlights the origins of your conversions and the corresponding attribution for each source, offering deeper insights compared to the standard Conversion Report.

Important: Access to specific components may vary based on your user permissions.

Selecting Source Data

Choose the data type you want to include in your attribution analysis to gain tailored insights for your business. You can select from Forms, Surveys, or Calendars.

By opting for Forms or Surveys, you can assess how effectively various lead generation tools on your website perform.

Choosing Calendars enables you to evaluate how scheduled events and appointments influence customer interaction and conversions.

Setting Date Filters

For a thorough and precise analysis of your attribution data, it’s essential to use filters and define specific date ranges for your review.

Updating Data

Clicking the refresh button instantly updates all the data displayed, eliminating the need to reload the entire browser tab to see the most current information.

Referral Data Overview

The Referral Data section offers an in-depth view of your referral sources, detailing the origins of contact acquisitions, opportunity generation, and session activity.

Campaign Data Review

The Campaign Data section delves into your campaign statistics, spotlighting the sources and campaigns that were instrumental in acquiring contacts, creating opportunities, and increasing user engagement.

Session Events Insights

The Session Events section gives a comprehensive analysis of session data, covering various critical aspects.

This includes the type of event, which specifies the particular actions or interactions during the session; the source, denoting the platform from which the user accessed your content; and detailed contact information about the session participant.

Additionally, this section provides insights into the marketing campaign linked to the session, along with UTM parameters for tracking marketing effectiveness.

It also highlights the webpage where the session started and the exact date and time of the session's inception.

Exporting Data

If you need to work with the data in Excel or share it with colleagues, simply click the export button to download the data in a spreadsheet format.

Customizing Data Columns

The columns button allows you to modify the table's data columns to suit your analysis needs. Add or remove columns to ensure the table displays only the most relevant information for your review.

Filtering Session Events

To create a more customized view of your table data, use the filter button to narrow down the information displayed according to your specific requirements.