Understanding how your ads drive revenue requires a clear view of your buyer’s journey. By customizing which stages contribute to Pipeline Generation, Progression, and Won Deals, you gain precise control over revenue attribution within your Influ2 reports. Influ2 sources pipeline information from your CRM.
To define pipeline stages that you want to track in Influ2, follow these steps:
1. Go to the ‘Influence Dashboard’ section of your Influ2 dashboard and click the settings icon in the top right corner to open the ‘Revenue Attribution settings’ window.
2. In the ‘Revenue Attribution settings’ window, you can select the source of your Opportunities. It can be HubSpot, Salesforce or a file that you’ve imported manually. Under the corresponding tabs, you will see all the pipelines and pipeline stages you have.
3. Activate the pipeline you want to track.
4. Review the assigned stages for ‘Pipeline generation & Progression’ and ‘Won deals’. You can drag and drop stages between these sections.
5. Exclude any stages from the report by dragging them to the ‘Ignored stages’ section. These stages won't be considered for revenue attribution.
6. Click ‘Submit’ to save your configuration.
Done, you have successfully customized your Pipeline attribution.
Now, as an opportunity progresses through the defined stages in your ‘Pipeline generation & progression’ section, Influ2 will include it in pipeline progression calculations. When an opportunity reaches a stage in the ‘Won deals’ section (e.g., ‘Closed/Won’), Influ2 attributes it as a won deal.