Feature Update: Sub-account Attribution Reporting

πŸš€ Advanced data points and a new design introduced for the Attribution Reporting screen πŸš€

What’s this release? πŸ”₯

– We are excited to announce the release of our enhanced and optimised Attribution Reporting. This new feature will empower business owners to gain deeper insights into their lead sources and understand the lead journey thereby streamlining their marketing efforts.

What’s new? πŸ₯³

The existing Attribution Reporting had incomplete and redundant data along with extremely high load time. With this release, we have revised the Attribution Reporting flow and addressed the identified gaps listed below:

1. Introduced new sources: There was no identification of leads that were created manually via CRM, through third-party tools like Zap, or via any other inbounds. To track these leads, we introduced three new sources:

– CRM UI

– Third-party

– Others

2. Lead by source: We have introduced a new chart for the breakdown of leads by sources helping the user understand which source is driving the most traffic to them.

3. Lead by medium: We have introduced a new graph for the breakdown of leads by the medium via which they entered the CRM database enabling the user to understand the best-performing mediums

4. Opportunity status breakdown by lead count: We have added a bar graph to show the count of leads in each of the opportunity statuses along with an option to compare it across pipelines.

5. Pipeline stage breakdown by lead count: We have added a bar graph to show the count of leads in each of the pipeline stages along with an option to compare it across pipelines.

6. Compare two pipelines: We have set up a comparative mode for the user to compare their pipelines to identify the better-performing ones.

7. Introduced a toggle to see the revenue numbers: This will help the user see the revenue numbers alongside the count of numbers.

8. Internationalised the new Attribution Reporting: We now support the following languages:

– Spanish

– German

– French (Canada)

– French (France)

– Portuguese (Portugal)

– Portuguese (Brazil)

– Italian

– Dutch

– Swedish

– Danish

– Finnish

– Norwegian

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