Reporting & Analytics

ASolares
Participante

Attribution Reporting by Order of Occurrence

Does anyone know how I can report on date properties by order of occurrance? Report only if one date property occurs before the other?

 

For example: I am looking to attribute revenue to a specific Sequence. I only want to report on a Deal associated with a contact with a create date of AFTER the date the Sequence was sent. Currently my filters report if the associated contact has ever recieved the Sequence and if a Deal is associated with the contact that has the line item I am looking for. This results in revenue being reported on Deals that were created before the Sequence was sent. 

 

I thought I saw a property with the filter option "occurs before" or "occurs after" X property but I cannot find it.

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iansagefire
Participante | Partner nivel Elite
Participante | Partner nivel Elite

Attribution Reporting by Order of Occurrence

That functionality exists in Lists. You can set up a contact List and then use that to power your report.

iansagefire_0-1663190897014.png

 

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