CRM source contribution
Inspect available leads, opportunities and won outcomes using the selected CRM source context and reporting period.
Revenue Attribution
See source contribution. Keep the gaps visible.
Review selected-CRM source contribution, supported identity or campaign matches, and the revenue that still needs attribution work.
ContextConfirm leadership access, selected CRM and the reporting period.
ReviewCheck source contribution and the evidence behind available matches.
Follow-throughResolve a measurement question or prepare a reviewed budget recommendation.
Show where the connection is supported.
The attribution workspace places independent website demand beside CRM progression and recorded outcomes. Treat a source label or match as evidence to review; it does not prove that a channel caused a sale.
Feature functionality
Inside Revenue Attribution.
Supported identity and UTM matches
Use the implemented matching paths where the records and identifiers support a relationship. Missing or ambiguous matches remain part of the measurement review.
Independent website and form evidence
Website stages are aggregate where no person-level link is established. Do not divide independent form totals by sessions and present the result as a verified conversion rate.
Unattributed and incomplete evidence
Review the gap alongside the matched contribution. A zero match in the current data does not prove that a campaign had no effect.
The dedicated route is restricted to authorized leadership roles. This is not universal person-level or multi-touch attribution, and matching is not proof of causation.
How the work moves
Set scope · Inspect links · Choose the next check
Set scope
Confirm leadership access, selected CRM and the reporting period.
Inspect links
Check source contribution and the evidence behind available matches.
Choose the next check
Resolve a measurement question or prepare a reviewed budget recommendation.
Discuss Revenue Attribution
Bring the question your team needs to answer.
Walk through the relevant sources, review steps and supported handoff for your revenue attribution workflow.