Insights - Attribution Overview

Before Using the Attribution Overview Dashboard

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

Why use the Attribution Overview Dashboard?

The Attribution Overview Dashboard is a way to visualize what Campaign Types, Campaigns, Channels, Companies, and Programs contribute the most pipeline within a given time period. But the real power of the Attribution Overview Dashboard is that it acts as a starting point for drilling down into more detailed analysis.

The most effective way to use this dashboard is by starting at the Attribution Summary Dashboard.

Getting the most out of the Attribution Overview Dashboard

  1. Start at the Attribution Summary Dashboard and select which view (Aggregation Type) and time period you want to review.
  1. Click through the category you would like to review:
  • Campaigns
  • Campaign Type
  • Channel
  • Program
  1. The Attribution Overview Dashboard will open on the Category you selected and carry over any settings from the Attribution Summary Dashboard (such as Aggregation Type and Filters).
  1. You can change the information displayed by clicking on elements in the graph. For example, I can change the time range by clicking and dragging my mouse over two quarters and then clicking Select:
Changing the view of the report to narrow the time range or item in the category selected adds a Filter to the bottom of your Filter list. You can either delete or toggle off the filter to view the full time period again.
  1. The Attribution Overview Dashboard offers several ways to drill down into more data. Clicking on a category and then clicking on a data point in the table below will let you drill down into more detailed dashboards.
  • Selecting the Channel Category will let you drill into the Campaign Type Detail Dashboard by clicking a table data point. This will show you which Channels contributed the most pipeline in the given time period.
    If you want to understand which Channels caused people to engage with a Campaign or Campaign Type, start with the Campaign Detail Dashboard or Campaign Type Dashboard and then select the Channel category on that detailed dashboard. See Use Case Number 2 Below.
  • Selecting the Campaign Type Category will let you drill into the Campaign Type Detail Dashboard by clicking a table data point. This will show you which Campaign Types contributed the most pipeline in the given time period.
  • Selecting the Campaign Name Category will let you drill into the Campaign Detail Dashboard. This will show you which Campaigns contributed the most pipeline in the given time period.
It may be more efficient to start with a Campaign Type Detail Dashboard and then drill down to the Campaign Detail Dashboard from there. See Use Case Number 1 Below.
  • Selecting the Company Category will let you drill into the Account Detail Dashboard. This will show you which companies contributed the most pipeline in the given time period.
Note that if you want to see companies impacted by a Campaign, Campaign Type, Program, or Channel, we recommend drilling into the corresponding detailed dashboard first and then changing the detailed dashboard view to display account data.
  • Selecting the Program Category will let you drill into the Program Detail Dashboard. This will show you which Programs contributed the most pipeline in the given time period.

Video Use Case 1: Finding Effective Revenue Generating Campaigns

  1. When analyzing revenue, you will want to apply the Close Date Aggregation Type on the Attribution Summary Dashboard:
  1. Select the time period you are interested in reviewing:
  1. Toggle IsWon to "On" to restrict data to be related to Won opportunities:
  1. Click on a category to drill down to the Attribution Overview:
  1. Review campaign names, programs, and other categories to determine which tactics were the most effective at generating revenue in the given time period:

Video Use Case 2: Understanding where Campaign Activity came from

  1. To review how accounts are interacting with campaigns in a given time period, go to the Attribution Summary Dashboard and update the Aggregation Type to "Open Date":
  1. Select the time period you want to review in Filters:
  1. Click on the Campaign Type category:
  1. From the Attribution Overview Dashboard, click on any Campaign Type to get more details:
  1. Click the "Channel" category on the Campaign Type Detail Dashboard:


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