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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Multi-touch attribution requires tracking multiple campaign influences per opportunity and calculating attribution percentages across touchpoints. Salesforce’s native reporting has severe limitations for attribution analysis and can’t easily create comprehensive opportunity creation source tracking.
Here’s how to build a multi-touch attribution dashboard that shows the complete customer journey and measures true campaign ROI.
Build comprehensive attribution analysis using Coefficient
Coefficient provides superior multi-touch attribution capabilities through advanced data integration and analysis features. You can import data from multiple objects simultaneously, create custom attribution models, and track attribution effectiveness across different time windows that standard Salesforce reporting simply can’t handle.
How to make it work
Step 1. Import multi-object attribution data.
Import campaign member records with contact/lead IDs and campaign details, opportunity records with campaign influence and source fields, and campaign influence records if you’re using this feature. Include custom attribution objects if you’ve implemented additional tracking.
Step 2. Map all campaign touches to opportunity creation.
Use VLOOKUP and pivot tables to map all campaign touches to opportunity creation. Create touchpoint sequences that show the complete customer journey from first touch through opportunity creation, including email, social, webinar, and content campaigns.
Step 3. Create custom attribution weighting models.
Build attribution models including first-touch, last-touch, linear, and time-decay using spreadsheet formulas. Create weighted attribution calculations that assign different values to touchpoints based on their position in the customer journey and time proximity to opportunity creation.
Step 4. Calculate source performance and ROI metrics.
Calculate opportunity creation rates, pipeline generation, and ROI by campaign source. Connect attributed opportunities to closed-won revenue for complete ROI analysis that shows which campaigns drive the highest-value opportunities.
Step 5. Set up automated attribution performance tracking.
Configure daily refresh schedules to keep attribution data current and use Coefficient’s Slack notifications when high-value attribution sources show declining performance. Create monthly snapshots to track attribution source effectiveness over time.
Measure true campaign impact
A comprehensive multi-touch attribution dashboard reveals which campaigns actually drive revenue and helps you optimize marketing spend across the entire customer journey. Start building your attribution tracking system with Coefficient.
