CRM Attribution Setup

Attribution in CRM connects pipeline and revenue back to the marketing and sales activities that created them. Without attribution, you can't answer "which channel produced the most pipeline?" With attribution, you can allocate budget, optimize channels, and prove ROI for every GTM investment.

The principle: set up attribution before you need attribution reports. Retrofitting attribution on 12 months of data with no source tracking is impossible. The best time to set up attribution was 6 months ago. The second best time is today.

The Attribution Data Model

Core attribution fields