Original attribution
Keep the recorded source and campaign with the lead when its outcome changes.
See the leads behind a campaign’s result.
Follow an original source and campaign through to the recorded outcome. When a total raises a question, open the matching leads and check the records behind it.
Illustrative example · Sample data
Open a campaign’s matching leads.
| Campaign | Leads | Wins | Won value · USD |
|---|---|---|---|
| 2 | 1 | $18,500 | |
| 2 | 1 | $12,400 |
Select a campaign above to inspect its sample records.
Interactive illustration only. No account connection or customer data. Actual report periods use UTC lead-submission dates.
Keep the same scope from total to lead.
Campaign drill-down carries the selected source, campaign and UTC submission-date period into the lead view. Reporting exclusions and workspace permissions still apply.
Matching records
Open a campaign row to review the corresponding leads, then return to the report or clear the scope.
Scoped CSV
Export the matching lead records for the current scope instead of silently exporting a different set.
Separate a recorded result from an assumption.
A campaign label is not proof of a provider connection, and a lead without a recorded outcome is not automatically lost.
Missing attribution
Keep unattributed leads visible instead of assigning them to the best-looking campaign.
Missing outcomes
Investigate the original lead and the client’s records before drawing a conclusion.
Contract amounts
Read won values as recorded contract amounts, with each currency shown separately.
A few details before you start.
Does this assign credit to every marketing touch?
No. The report uses the original source and campaign recorded on the lead. It does not calculate multi-touch credit or infer missing attribution.
Can a client open another client’s campaign records?
Matching-lead views use the selected workspace’s existing access permissions. Public examples use illustrative records only.
Start with the client you need to report on.
Creating a workspace does not start a paid subscription.