I would like to to report on all touchpoints leading up to the creation of a deal. I’ve been unable to find a way to complete this with attribution or custom reporting - ideally we’d be able to show attribution on all campaigns where engaged in a campaign date < deal create date.
Has anyone been able to solve for this type of attribution ?
Hey @EAnderson-M - thanks for posting in the Community!
I’d like to tag in some reporting experts to see what insight they might have on how to create this. @Phil_Vallender, @Mike_Eastwood, and @RomyFuchs1 - any ideas on how @EAnderson-M might be able to create this report?
Shane, Senior Community Moderator
Hey @EAnderson-M
That sounds like a Deal Attribution report with a Linear attribution model and Dimension set to Campaign (if you meant HubSpot Campaigns) or Interaction Source.
Thanks for the quick response, @EugeneAtKiwi! By using this report, is it correct that it’s only using campaigns leading up to the creation of the deal? Our current reporting is pulling in touchpoints all the way through until the deal closes, so I’m wanting to make sure I understand how to report both ways (touchpoints leading up to deal create + full lifecycle of the deal). Thanks again!
Hey @EAnderson-M ,
Yes, a Deal attribution report gives you an option to look at interactions that led to a deal creation. You’ll want to check out different attribution models, how they give credit to various interaction points along the way and how it all fits your definition of “campaign” and “touchpoint” here.
Btw, you can also filter the report by an individual deal to investigate any deal in particular.
