Conversion Report

Created by Ezra Weinstein, Modified on Tue, Aug 30, 2022 at 3:55 PM by Ethan Harris

Attribution Conversion Report

This section allows you to track and analyze your revenue generated and your total percentage of sales based on metrics such as contacts in your CRM, opportunities, and sessions.

This section is fantastic for keeping track of your success moving leads through sales processes and how much revenue that is generating for your business.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Choose Source Type

Choose what data you would like to see in your attribution reports.

You can choose from Forms, Surveys, or Calendars.

Select Date Range

In order to properly analyze attribution data, you will need to filter and set specific date ranges.

Refresh Data

By clicking this button, you can refresh all the data below. This keeps you from having to refresh the browser tab/window to see up-to-date reporting.

Revenue Closed

Track how much revenue you've generated over a certain period of time.

Opportunities Closed

Track how many opportunities you've closed over a certain period of time.

Total Contacts

Track how many contacts you've accumulated over a certain period of time.

Total Sessions

Track how many sessions have been created over a certain period of time.

Sessions are made up of website traffic, forms, surveys, and calendar visits.

Revenue Closed - Timeline

Here you will see a timeline of your revenue generated over a certain period of time.

This will change as you change the date range in the top right corner of the screen

Opportunities Closed - Timeline

Here you will see a timeline of your opportunities closed over a certain period of time.

This will change as you change the date range in the top right corner of the screen.

Contacts Created - Timeline

Here you will see a timeline of your contacts created over a certain period of time.

This will change as you change the date range in the top right corner of the screen.

Sessions Created - Timeline

Here you will see a timeline of your sessions created over a certain period of time.

This will change as you change the date range in the top right corner of the screen.

Opportunities Closed - Traffic

Here you will see a timeline of your opportunities closed and which traffic source they came from.

The traffic sources include Organic Search (Such as Google & Yahoo), Social Media (Such as Facebook & Twitter), and Direct Traffic.

This will change as you change the date range in the top right corner of the screen.

Contacts Created - Traffic

Source Here you will see a timeline of your contacts created and which traffic source they came from.

The traffic sources include Organic Search (Such as Google & Yahoo), Social Media (Such as Facebook & Twitter), and Direct Traffic.

This will change as you change the date range in the top right corner of the screen.

Sessions Created - Traffic Source

Here you will see a timeline of your sessions created and which traffic source they came from.

The traffic sources include Organic Search (Such as Google & Yahoo), Social Media (Such as Facebook & Twitter), and Direct Traffic.

This will change as you change the date range in the top right corner of the screen.

Show/Export Data

Clicking this icon will give you the ability to see exactly which contacts were created over a period of time, and export that data into an excel sheet.

You can do the same thing with opportunities closed.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!