The Top Opportunity Attribution template reveals the top sources, campaigns, mediums, audiences, and ads responsible for opportunities being created in your Infusionsoft account. Since we combine numerous options into this single template, you’ll likely create more than one Top Opportunity Attribution report.
DISCLAIMER: To get the greatest value from this report, you must have Graphly’s Web Tracker set up and be utilizing UTM parameters in all of your links; whether they’re emails, ads, social posts, etc.
Search for the Top Opportunity Attribution Template
To begin, click the “+” icon on the Dashboard and type “attribution” into the search bar. Then click on the “Top Lead Attribution” template.
Chart Tab
There are two chart types, column and bar.
Options Tab
Now navigate to the Options tab and select the UTM parameter you want to measure.
Then select which results you want to see.
Under the Attribution section, select how you want credit, or attribution, to be given.
Then, under Opportunity, select what you’re looking for in the results.
Next, select your Date Range.
Advanced Tab
Lastly, this report also has an “Advanced” tab for seasoned advertisers who really want to customize the logic of how top results or bottom results are calculated. Most users will choose “Use Default Settings“.
Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
Once you have your everything set, click Save Preferences on This Widget.
Relevant Articles
- How to Configure an Opportunity Attribution Report
- How to Configure the Lead Attribution Report
- How to Configure the Top Lead Attribution Report
Create Your Free Graphly Dashboard
You don’t need to struggle to find the data you need from your Infusionsoft or Keap application. Create a free visual dashboard using the Graphly Lite plan. Using Graphly Lite, you get 1 user, 2 dashboards, and access to our 10 most widely used report templates. These templates include:
- Tags Applied
- Tags Applied Goal
- Leads
- Gross Revenue
- Appt | Note | Task Summary
- Email List Health
- Refunds
- Campaign Email Stats
- Text Widget Area
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