Capture the source
Configure intake to record the available source, campaign and submission date. Missing attribution stays missing.
Show what happened after the lead.
Bring the original campaign and the client’s recorded result into the same conversation. Review the leads, the won work and the outcomes still missing.
Illustrative example · Sample data
From campaign to recorded work.
- Original sourceMeta · Spring roofs
Campaign recorded when the lead arrived
- Client’s recordExample 001
The same lead follows through to the outcome
- Recorded outcomeWon · $18,500 USD
Contract amount, not collected payment
Source labels describe these examples; they do not authorize an account connection.
Keep the story with the original lead.
A lead count tells you who enquired. A recorded outcome tells you what happened next. Keep both alongside the source and campaign so the report can be checked against the underlying records.
Match the outcome
Use an authorized manual update or a configured customer CRM workflow to record the result against the same lead.
Review the evidence
Open a campaign’s matching leads, check its recorded outcomes and export the scoped records as CSV.
Give every client a report of their own.
Your agency manages its clients and team. Each client workspace has its own leads, reporting preferences and access permissions.
Focus the report
Choose a lead-generation, sales-outcomes or local-services goal, then select the sections relevant to the client.
Keep values clear
Show recorded won contract amounts in their original currencies. A contract amount does not confirm payment.
Show what needs attention
Review missing outcomes, reporting exclusions and connection freshness before treating a result as complete.
A few details before you start.
Does Attrival replace our client’s CRM?
Clients can keep their own CRM. Attrival focuses on lead attribution, recorded outcomes and client reporting. Authorized users can manage outcomes for manually managed leads when a client has no CRM.
Can we report collected revenue or return on ad spend?
Recorded job amounts are contract values. Attrival does not currently confirm collected payments, profit or return on ad spend.
Start with the client you need to report on.
Creating a workspace does not start a paid subscription.