In this HubSpot tutorial, we will walk you through how to create attribution reports in HubSpot.
You can use attribution reporting to see the interactions that your contacts have along their customer journey. You can then use different attribution models to attribute credit to assets and interactions in a way that makes sense for your business.
Steps to Follow:
To create your attribution report.
Step 1. In your HubSpot account, navigate to Reports and click Reports.
Step 2. In the upper right, click Create report.
Step 3. In the left panel, select Attribution.
Step 4. In the right panel, view the available sample revenue attribution reports in the Contact create, Deal create, and Revenue sections.
Step 5. To base your report on a sample report, select the Sample report.
Step 6. To start your report from scratch, select Create a new report from scratch.
Step 7. In the top right, click Next. You'll then be redirected to the report builder.
Step 8. Next, configure the report.
Step 9. In the left sidebar, configure the report's chart type, attribution model, and dimensions.
Step 10. Define how you want to attribute credit to different types of interactions by clicking the Attribution model dropdown menu, then selecting one or more models.
Step 11. In the left sidebar, set up any additional filters for the report.
Step 12. Here we are reporting on Contact based filters.
Step 13. Once the report is set up, save it to your reports list or dashboard, or export the data from HubSpot.
Step 14. Select where you want to save the report to.
That’s how you can create attribution reports in HubSpot.
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