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A
Anonymous
November 27, 2013
Question

Report for Lead Source Revenue Attribution

  • November 27, 2013
  • 4 replies
  • 1056 views
I see how to create a marketing impact report based on program and channel but is there a way to do this based on source? I want to look at Lead Source and see pipeline, revenue won, etc. Something to prove the value of the source. *We have 1 source that is trackable by Lead Source field only and cannot be associated with individual programs in Marketo. Not sure how to get around this for attribution.

Thanks!
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4 replies

A
Anonymous
December 3, 2013
Hi Christina,

One solution is to use an Opportunity Analysis report with the Lead Source attribute.  Please see example screenshot below.



To avoid double counting opportunities, the opportunity "credit" is split equally.  That is why the report shows fractions.  For example, Blog is only getting 1/3 of the credit for the first opportunity because out of the three leads/contacts associated to this opportunity only one came from Blog.  The other two came from other Lead Sources.



One last tip when you create this report:  Don't forget to put a time filter first, e.g. Opportunities Created Month = November 2013.  This will limit the data and give you better performance while you customize your report.  Once the report is configured the way you want it, you can increase the time frame and let it run.

TJ
A
Anonymous
December 3, 2013
Where is this pulling Lead Source from? I tried this but the Lead Source is not matching the values in Salesforce. That was what I was looking for.
A
Anonymous
December 3, 2013
This is the Lead Source field in Marketo, which contains all the lead source values of all leads including those not synched to Salesforce.  It's typically mapped to the LeadSource fields in Salesforce as shown below.




If you're still seeing discrepancies, please contact us at support@marketo.com and we'd be happy to help you.

TJ
A
Anonymous
December 3, 2013
Ok Ill file a ticket. There are Lead Sources on this list that I have never heard of and dont see any record for in Salesforce. Thanks
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