Revenue by marketing campaign
Period end
Situation
You want to know which campaign brought revenue.
Recommendation
Link leads to campaigns and read attribution/ROI when Deals are won.
Why
A lead created for a contact in a campaign inherits it; when the Deal is won, attribution is recorded. Without the link, ROI cannot see the lead.
Steps
- Add contacts to the campaign.
- Create leads (they inherit the latest campaign).
- Track Deals to won.
- Review attribution / ROI reports.
Avoid
- Record campaign source as free-text notes.
Roles & permissions
Marketing (attribution:read, campaign-roi:read).