CRM UI (Manually made)
Third-party (Zapier or via any other inbounds)
Others
To Access the attribution reports:
Navigate to the Reporting tab.
Click on the Attribution Report section.
Revenue Numbers: This toggle will help you see the revenue numbers alongside the count of numbers.
Lead by Source: This chart will help users understand where leads are coming from and which source drives more traffic.
Lead by Medium: This graph will break down the leads made and the medium from which they entered Pest AI database. It lets you know which medium is performing best.
Opportunity Status Breakdown by Lead Count: This graph bar will show you the leads in each opportunity status along with an option to compare them across pipelines
1. What is the Attribution Report used for? The Attribution Report helps business owners track and analyse the sources of their leads, providing insights into the effectiveness of their marketing efforts. It shows where leads originate from, including CRM UI entries, third-party integrations, and other sources.
2. How can I see revenue numbers in the Attribution Report? There is a toggle within the Attribution Report that allows you to view revenue numbers alongside the count of leads. This feature helps you correlate lead sources with revenue generation.
3. What does the "Lead by Source" chart show? The "Lead by Source" chart provides a visual representation of the various sources of leads, helping you identify which sources are driving the most traffic to your business.
4. What information does the "Lead by Medium" graph provide? The "Lead by Medium" graph breaks down leads based on the medium through which they entered the Pest AI database, allowing you to evaluate the performance of different mediums.
5. What is the purpose of the "Opportunity Status Breakdown by Lead Count" graph? The "Opportunity Status Breakdown by Lead Count" graph displays the number of leads in each opportunity status, with the option to compare these numbers across different pipelines. This helps in assessing the progress and effectiveness of lead management within various pipelines.
