Insights - Attribution Summary

If you add or change filters, add widgets, or make any other substantial changes to a dashboard you want to keep long term, first clone the dashboard and then make the modifications to a copy. The standard, out-of-the-box dashboards are linked to templates that will overwrite your templates whenever an update is made centrally.

Before Using the Attribution Summary Dashboard

We recommend you check out the articles on Using Dashboards and Attribution Terminology and Key Concepts if you haven't already.

Video: How this Dashboard works plus 2 use cases

Why Use the Attribution Summary Dashboard?

In CaliberMind Insights, our Attribution Dashboards are designed to start at the Summary level and allow our customers to easily drill down into more detailed reports. Typically, people want to start at a high level and then drill down into more detailed data as questions arise.

The top of the Dashboard contains high-level performance metrics that show the total pipeline created during a given time period and how it was sourced and influenced.

The mid-level of the dashboard gives you the ability to change the view, or how the Dashboard is organized and aggregated.

Example Use Case 1

If I wanted to see my data by the opportunity created date so I could understand which efforts were generating and influencing pipeline created in a given period, I would use the Aggregate Date of Open Date.

  • Navigate to the Attribution Summary Dashboard, and select the Open Date Aggregation Type:

This shows me how much pipeline was created during this time period, what the Sourced (pre-created date attributed activity share) vs Influenced (post-created date attributed activity share) ratio is, and is a great starting point to drill down further.

  • To change the time period I'm looking at, I can update my Open Date Filter (for more on using Filters, click here):
  • By clicking on any of the category types, I can drill down into the Attribution Overview Dashboard and see more details:

For more on using the Attribution Overview Dashboard, click here.

Example Use Case 2

Let's say our company wants to understand where our Closed-Won opporutnities are coming from. We want to know which events effectively led to revenue so we can repeat those tactics and aim for high revenue numbers.

  • To do this, I need to navigate to the Attribution Summary Dashboard and change the Aggregation Type to Close Date:
  • I can change by Close Date Filter to look at a longer time period (for more on using Filters, click here):
  • And toggle my opportunity data to ClosedWon is True:
  • On the Attribution Summary Dashboard, I can quickly understand my attribution distribution:

Looking at this data, I can see the vast majority of event attribution takes place prior to the opportunity being created.

  • I can also review the chart to understand what Attribution types correlate to Won opportunities:

Using our example data, we can see that opportunities are far more likely to close if they are associated with some kind of inbound activity (Not Sourced or Influenced doesn't appear as a category because there are $0 associated with unattributable opportunities).

  • By clicking on any of the category types, I can drill down into the Attribution Overview Dashboard and see more details:

For more on using the Attribution Overview Dashboard, click here.

For More Information...

Click the linked articles to learn more about Filter options or what field/data labels mean.


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