Finding out if Closed Deals are Marketing Originated/Contributions

Tara_Rowe
Level 4

Finding out if Closed Deals are Marketing Originated/Contributions

I am pretty sure I have seen this somewhere in Analytics or the RCE.

I have a list of 28 New Names I need to find out if they were Marketing Originated, or Marketing Contributions along with the ARR or MRR if they were. There has to be a report other than going into each one and checking the activity or plugging into the Opportunity Influence Analyzer...

Help?

2 REPLIES 2
Grégoire_Miche2
Level 10

Re: Finding out if Closed Deals are Marketing Originated/Contributions

Hi Tara,

this is something that you should manage on the flow, setting lead sources and attribution information so that reporting is made easy after the facts.

Otherwise, post-mortem, the Opportunity reports in RCE are probably the place to start with.

-Greg

Josh_Hill13
Level 10 - Champion Alumni

Re: Finding out if Closed Deals are Marketing Originated/Contributions

If you want FT or LT, you can do this with fields as suggested.

Here are some slides How to Build a Lead Lifecycle - Marketing Rockstar Guides