Attribution Report: Unveiling the Impact of Marketing Efforts
This report analyzes how different marketing channels contribute to your business goals, helping identify which touchpoints drive customer engagement and conversions.
1. To start, click on Operations.
2. Next, choose Phone Stats.
3. Then, select Attribution Report.
4. Now, set the start and end date of the report.
5. Next, choose the desired option either First Attribution or Last Attribution.
6. You can see here your total revenue closed.
7. Then, choose Opportunities Won.
8. Total Leads can be seen here.
9. Proceed to select Leads.
10. You can see here the total leads by their sources.
11. Following this, select Revenue.
12. This is your Revenue Generated data.
13. Use this filter to get more revenue details by day, week or month.
14. Following this, click on Opportunities.
15. Choose a pipeline from the drop down list that you'd like to see the data.
16. Continue with Session Events.
17. Afterwards, you can modify Columns if needed.
18. Choose from these options what column would you like to add or remove.
19. Next, adjust Filters as required.
20. After doing some changes, click on this button to apply.
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Attribution Report: Unveiling the Impact of Marketing Efforts | SURPLUS SYSTEMS
