Source Report

Created by Ezra Weinstein, Modified on Tue, 30 Aug 2022 at 04:01 PM by Ethan Harris

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.


Unlike the "conversion report", this section shows you the sources of your conversions and the attribution associated with each source.


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.


Referrals Report


The referral report breaks down all of your referral data showing where your contacts, opportunities, and sessions came from.


Campaigns Report


The campaign report breaks down all of your campaign data showing what sources and campaigns your contacts, opportunities, and sessions came from.


Session Events Report


The sessions event report breaks down all of your session data such as:


Event type, source, contact, campaign, UTM parameters, the page where the session was created, and the time/date it was created.


Export Data


If you need to export this data into an excel spreadsheet, you can click this button to do so.


Change Data Columns


You can click this button to change the data columns and customize this table.


Filter Session Events Report


If you need to filter the table data to show a very specific view, you can use this button to filter and refine the way data shows up in this table.


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!

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