Conversion Performance Analysis

Attribution Insights Dashboard

The Attribution Insights Dashboard offers users a detailed overview of revenue flow and sales metrics, focusing on key elements like CRM contacts, opportunities, and user interactions. This feature serves as an essential tool for evaluating the effectiveness of lead conversion strategies and the resulting business income.

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

Selecting Data Sources

Customize your attribution reports by choosing data sources that align with your goals. Options include Forms, Surveys, and Calendars.

• Forms/Surveys: Evaluate the success of lead capture forms on your website and gauge customer feedback initiatives.

• Calendars: Measure how scheduled events and appointments influence customer engagement and conversion rates.

Date Range Configuration

To ensure accurate analysis, filter your data by specifying a date range using the calendar tool. Select your desired period and confirm your choice by clicking the green checkmark to update the report.

Real-Time Data Refresh

Easily update your data without reloading the entire page by clicking the refresh icon. This allows you to access the latest metrics swiftly, facilitating prompt decision-making based on real-time insights.

Revenue Analysis

Track the revenue generated within a specific timeframe to gain crucial insights into your business's financial health.

Evaluating Closed Opportunities

Monitor the opportunities you've successfully closed over a defined period to assess your sales team's effectiveness and conversion rates.

Contact Growth Tracking

Measure the number of contacts collected during a specific period to evaluate the success of your lead generation and marketing efforts.

Session Monitoring

The Sessions metric provides an overview of the number of user interactions within the selected timeframe, including website visits, form submissions, surveys, and calendar engagements.

Revenue Trends Over Time

This section displays a timeline of revenue generation, which dynamically updates as you modify the date range, allowing you to track financial performance trends.

Closed Opportunities Timeline

This section visualizes a timeline of opportunities that were successfully closed, adjusting in real-time with date range changes.

Contact Creation Timeline

This section provides a timeline of newly created contacts within the selected timeframe, automatically updating as the date range is adjusted.

Session Activity Timeline

This section presents a timeline of session activities, including website traffic, form submissions, surveys, and calendar interactions, all within the chosen date range.

Source of Closed Opportunities

This chart visualizes the sources of traffic that led to closed opportunities, whether from Organic Search, Social Media, or Direct Traffic. You can adjust the date range to view how these sources performed over time.

Source of Contact Creation

This chart shows the timeline of new contacts and their sources, such as Organic Search, Social Media, and Direct Traffic. Adjust the date range to see the traffic sources' impact over time.