Attribution Overview Dashboard 2.0

Cathy Funderburg Updated by Cathy Funderburg

The Attribution Overview Dashboard 2.0 Integrates the functionality of all the legacy dashboards and filters into one interactive view. With a few clicks, filters, KPI tiles, bar charts, and tables can be used to visualize all kinds of Big Data metrics and trends. An easily digestible "data story" is presented in this business intelligence dashboard.

Where is the Attribution Overview Dashboard 2.0 Menu?

The Attribution Overview Dashboard 2.0 is located on the left menu rail within the Attribution 2.0 folder.

Attribution main menu location
Where are my Legacy Menus?

The Attribution Legacy Menus are located on the left menu rail within the Legacy Attribution folder.

Attribution legacy menu location
Attribution Overview Dashboard 2.0 Elements
Attribution Overview Dashboard 2.0 Elements
Item No.
Element Name
Element Description
Top Level KPI Tiles Pre-op attribution, Post-op attribution, Total attribution. Total pipeline.
Below each KPI is a sub metric of the count of ops.
Date Filter The date filter allows the user to select a specified time period or ad hoc dates. The Date Filter updates both the Group By Chart and Group By Table simultaneously
Group by Chart The Group By Chart reflects selections made from the Cohort Date Filter (4); Chart Date Aggregation Filter (5); Attribution Model Selection Filter (6); Group By Table (7); Chart or table Group By Filter (8); and Additional Filters (9). It is important to note that the Group By Chart is independant of the Group By Table within this dashboard. To refresh and view data by using the Chart button on the Chart or Table Group By Filter below.
The Group By Chart is NOT linked to the Group By Table - these elements function independently of each other.
Cohort Date Filter The selections available on the Cohort Date Filter dropdown list are Opp Created Date, Opp Close Date, and Touch Date. The Cohort Date Filter automatically updates the Group By Chart (3) when selected. To refresh the Group By Table (7) you will need to click the green Table button on Chart or Table Group By Filter (8) below.
Chart Date Aggregation Filter Selections available on the Chart Date Aggregation Filter are Weeks, Months, Quarters, Years. This dropdown list will reflect changes on the Group By Chart (3).
Attribution Model Selection Filter Select an option on the Attribution Model Selection Filter to determine how much attribution credit is distributed across Groups. Choices include Chain-Based, Even-Weighted, First Touch, Middle Touch, and W-Shaped. Data will be displayed in the Group By Chart (3) or Group By Table (7).
Group By Table The Group By Table is an interactive widget that allows you to update and view data based upon filter selections available in the Chart or Table Group By Filter dropdown list (8). Once you have made a selection click the green Table button to refresh the data within the Group By Table. To refresh the filter values of Attribution Model Selection (6) in the Group By Table click the green Table button located on the Chart or Table Group By Filter (8).
The Group By Table is NOT linked to the Group By Chart - these elements function independently of each other.
Chart or Table Group By Filter The Chart or Table Group By Filter dropdown list offers the following selections. Campaign, Campaign Type, Channel, Companies, Industry, Department, Job Level, Program, and Opp Status. Once you have made a selection you click either/both the green Chart | Table button to refresh the data within the Chart or Table.
The Group By Table AND the Group By Chart are not linked - these elements function independently of each other.
Additional Filters The Additional Filters provides granular drill down capabilities. First select the preferred top categories, then select the cooresponding subcategories
Chart and Table Diagram

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Insights - Attribution - Account Detail

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