Deal Amounts totals by email

[MStevens11]

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?

[MStevens11]

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?

[DianaGomez]

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

[Jnix284 · Accepted solution]

@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.