Deal attribution report with Campaign date filters

Marketing & Content Hub Reporting & Analytics
5

Hi @Patti_R,

I just want to point out that a property sync is not the right way to go here – it flattens the information of the campaigns associated to the deal to just one.

A query about deal attribution however is asking which one, it does not presume/preclude that it was the most recently created. In my opinion, this is factually incorrect and misleading.

Instead, there is a much simpler solution:

  1. Create a report based on the data sources ‘Deals’ + ‘Campaigns’
  2. Add a report filter for ‘Campaign - Campaign start date’
  3. Add deal ‘Record ID’ to a table visualization, for example

That’s it, no data sets needed.

Best regards!