topic Re: Deal Amounts totals by email in Reporting & Analytics

Deal Amounts totals by email

MStevens11 — Tue, 10 Sep 2024 19:13:23 GMT

I want to build my own type of revenue attribution. I want to look at the deals associated with each marketing email in a specific pipeline, and sum the amounts for these deals for each email. I want to attribute 100% of the revenue of these deals to the email they are associated with but can't do this from the revenue attribution options.

Any help with how I could build this report?

Re: Deal Amounts totals by email

DianaGomez — Wed, 11 Sep 2024 13:29:43 GMT

Hi @MStevens11,

Thanks for reaching out to the Community!

Let's check with some of our experts to see if they've created something similar or if they can share any suggestions with you.

Hi @Lucila-Andimol, @Jnix284, @Gilempert - Do you have any suggestions for @MStevens11?

Thanks 🙂

Diana

Custom Revenue Attribution Properties

MStevens11 — Thu, 12 Sep 2024 20:44:25 GMT

I want to create a filter for my revenue attribution that only takes marketing emails where the interaction date was within a week of the close date. I can't find any way to do this and I seem to be unable to create a new property for Revenue Attribution Properties and those are the only ones I can filter on.

Any ideas?

Re: Deal Amounts totals by email

Jnix284 — Fri, 27 Sep 2024 00:04:44 GMT

@MStevens11 I don't think the report you want to create can be done, and I believe that is because it doesn't follow an attribution model - this request, "only takes marketing emails where the interaction date was within a week of the close date" is implying that those marketing emails are directly attributable to the close date of the deal, which is negating a lot of other factors.

I recommend reviewing the different attribution models to see which would work best for your use case and building your reporting around it.

Re: Deal Amounts totals by email

yellis — Thu, 17 Jul 2025 18:37:42 GMT

This approach would work: https://www.linkedin.com/pulse/solving-data-attribution-datasets-hubspot-lee-bartelme-toobc/