Attribution Report

Overview

The Attribution Report gives you full visibility into where your leads are coming from and how effective each source is at driving revenue. By tying lead sources and mediums to opportunity statuses and closed revenue, you can clearly identify your highest-performing marketing channels and make smarter budget and strategy decisions.

1. Accessing the Attribution Report

1. Navigate to Reporting in the left-hand menu.

2. Select Attribution Report from the top menu.

2. Key Insights in the Attribution Report

Revenue Numbers Toggle

• Switch between lead counts and revenue values.

• Helps you understand not just lead volume, but also return on investment (ROI) by source.

Lead by Source

• Visual chart showing where leads are generated.

• Common sources include:

  • CRM UI – manually created leads

  • Third-party integrations (Zapier, inbound automations, etc.)

  • Other inbound sources (forms, surveys, ads, calls, etc.)

• Identify the most effective sources for driving traffic and conversions.

Lead by Medium

• Breaks down leads by entry medium such as:

  • Organic Search

  • Paid Ads

  • Social Media

  • Referrals

• Provides a clear view of which channels perform best for your practice.

Opportunity Status Breakdown by Lead Count

• Displays the number of leads in each opportunity stage (e.g., New, Won, Lost, Nurture).

• Allows comparisons across multiple pipelines.

• Helps measure how well your team moves leads through the pipeline toward closing.

3. Practical Uses

• Track Marketing Effectiveness – Pinpoint which campaigns and channels generate real results.

• Correlate Leads to Revenue – Use the revenue toggle to see which sources bring in paying customers, not just leads.

• Pipeline Analysis – Compare statuses across pipelines to spot bottlenecks or successes.

• Budget Decisions – Reallocate resources toward highest-ROI sources and mediums.

4. Frequently Asked Questions

Q1: What is the Attribution Report used for?
It helps track and analyze lead sources so you know which marketing efforts generate the most leads and revenue.

Q2: How do I see revenue numbers in the report?
Use the Revenue toggle to switch between raw lead counts and revenue-based reporting.

Q3: What does the “Lead by Source” chart show?
It displays the distribution of leads across sources such as CRM UI entries, integrations, and inbound sources.

Q4: What does the “Lead by Medium” chart provide?
It breaks down leads by channel type (ads, social, search, referrals, etc.), so you can evaluate channel performance.

Q5: What is the purpose of the “Opportunity Status Breakdown by Lead Count”?
It shows how leads are distributed across statuses and pipelines, helping you measure conversion progress.