How Can I Find Out How Marketing Has Contributed to Follow-on Sales?

[JenniFlynn]

I tried building a customer journey report with a filter that only includes leads with an associated deal categorized as "follow on business." I made the first stage lead creation and the next stage, page visit/ad interaction/email click. This would work great except HubSpot restricts the date range, so the report isn't very useful. 

I would do a revenue attribution report, but that would pull in touches that influenced the first deal and not necessarily just the follow-on deal.

Does anyone have any other ideas for how I might acheive this? Thanks!

[OPerek-Clark]

Thanks for sharing how you solved for this @JenniFlynn - this will be super helpful for our clients!

[JenniFlynn]

I guess I figured it out. I need to create a deal attribution report.

[JenniFlynn]

I spoke too soon. Since the report is pulling contact acitivity rather than just deal activity, there would be no way to differentiate between activty that influenced the first deal and activity that influenced the follow-on deal. I may just do it manually by picking a company, looking at the date of the follow-on deal, then creating a report for that company with that date as the "on or after" timeframe.