This page describes the various filter options available on the Deep Funnel Attribution page. These filters help you understand what contributes to the pipeline, bookings, and other stages of the funnel.
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Filters
This filter allows the user to choose the dimensions related to leads, accounts, and opportunities as filters. This is based on various dimensions that are configured.
You can add the desired dimensions to this filter by clicking the three-dot menu on the top-right of the page and selecting the ‘Edit Page’ option. Then add the dimensions you want in the ‘Filters’ section of the ‘Edit Page’. When you go back to the main page, the selected dimension and its options will now appear in the ‘Filter’ dropdown.
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Created Period
This is the period when the lead/opp was created in the funnel. You can select one of the preset periods or select a ‘Custom’ period with your desired start and end dates.
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Created Stage
Here, you can select the stage in which the lead/opp was created in the funnel, and the analysis will be based on this as one of the parameters.
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Attribution Models
This option allows you to choose multiple attribution methods. When you decide on them, the chart and table on the page will help you compare the chosen attribution methods.
RevSure has multiple attribution models available out of the box (OOB). Additionally, we can also add any custom attribution model for our customers.
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Opp Attribution
This option allows the user to select one of the three methods of attribution for the opportunities, as explained below:
Primary contact: Only those campaigns will get the contribution for an opportunity that have engaged with the primary contact of the opportunity.
All contacts: Only those campaigns will get the contribution for an opportunity that have engaged with any contact of the opportunity.
E.g., if an account has 5 contacts and three of those contacts are linked to an opportunity, then all three contacts will be taken into consideration.Account: Only those campaigns will get the contribution for an opportunity that have engaged at an account level or all contacts in the account linked to the opportunity.
E.g., if an account has 5 contacts and three of those contacts are linked to an opportunity (and the remaining 2 are not linked to an opportunity), even then, all five contacts will be taken into consideration.
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Consider Only the First Movement
Sometimes, the leads and opportunities may move backwards in the funnel or may leak and come back to the funnel after some time. This will cause them to go through some part of the funnel multiple times.
In case you want to only consider the first time a lead/opp progressed forward in a funnel, choose TRUE.
In case you want to consider all the times a lead/opp progressed through the funnel, choose FALSE.
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