It's important to understand the impact that your work has on your company's revenue, and Mutiny is here to help you do that. Our attribution report lets you measure the revenue that Mutiny has influenced with a variety of filters and attribution rules that you can configure.
To access this report, click the 'Attribution' section in the left-hand navigation pane in Mutiny. In order for the report to work, you have to meet a few requirements.
You must use Salesforce and it must be integrated with Mutiny
You must track your deals with Salesforce, and your Opportunities table needs to be synced with Mutiny
You can learn how to integrate with Salesforce, and map your Opportunities table, from this article.
How does Mutiny attribute revenue, and how can I change it?
Mutiny measures influenced revenue. Any deal that saw a Mutiny personalization (non-control) is considered influenced revenue.
It's possible to configure when the Mutiny experience had to be seen relative to various Salesforce deal events in order to make the report match your needs. This is done by clicking the Attribution dropdown in the top right corner of the report. From here, you can specify the following options:
Which Mutiny event counts as influence (First Impression, Last Impression, Any Impression)
When it happened relative to the deal event (X days before, X days after, same day)
The CRM event you want to count (Deal Created, Deal Closed, Deal Closed Won, Deal Closed Lost)
For example, you might select that you want to consider any deal who experienced any Mutiny impression within 90 days of their deal being closed.
When you update the attribution rules, all data in this dashboard will be updated.
What other filters can I apply?
In the report settings on the right side of the page, you can see a variety of other filters:
Date filter: This lets you filter to deals where specific deal events (e.g. Deal Created) happened in a specific date range. You might use this when pulling monthly or quarterly performance for internal meetings.
Deals: Filter to a specific subset of deals.
Stages: Look at specific deal stages from your Salesforce records.
Segments: Filter to deals that saw personalizations from specific Mutiny segments.
Experiences: Filter to deals that saw specific Mutiny experiences .
What if I want to use my own attribution model? Can I export this data?
This data can be exported by clicking the export link in the top right corner of the report. The data you export will respect the attribution rules and filters that you've applied. When exporting data, you will be asked to provide an email address, and we will email the data to you as a CSV.
Navigating the report
At the very top of the report, you'll see aggregate statistics about all of the deals that meet the rules and filters you've set. These stats include total impacted Pipeline, Closed Won Revenue, and other statistics that help you understand the behavior of the influenced deals in your report.
Below this, you'll see the highest value deals that have been influenced by Mutiny as well as the most recently created deals that have been influenced by Mutiny.
At the bottom, you'll find a list of all deals that meet the criteria you've defined for the report. You'll see the deal name, deal amount, deal stage, how many Mutiny segments they've been in, and how many Mutiny experiences they have seen.
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