Finding out if Closed Deals are Marketing Originated/Contributions

Tara_Rowe
Level 5

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

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

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