Selecting a Goal

In the Attribution page, start by selecting a goal that you'd like to track and attribute its outcome to the various marketing activities. Most organizations choose to set some kind of sales measurement as an end goal in order to tie the marketing and sales efforts with business outcomes. For example, opportunity creation, closed-won deals, etc.

  1. Click Select a goal... and select an option from the drop-down list. Available options displayed are dependent on the data sources you connected to the Dealtale platform.
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  1. In this example, we select Hubspot Deals.

Naming Your Goal

  1. Upon selecting the goal, the Name field appears and the Select Time Dimension field is populated by a default selection, which you can modify. Selecting the Time Dimension is further described in the next few sections.
  2. In the Name field, choose a name which easily describes the goal. In this example, we named the goal "Hubspot Deals".
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Selecting a Value Dimension

  1. Click + value found on the top right corner of the Select Goal box.
    Note: You can use the Value feature only once.
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  1. Enter a Value Name that corresponds with the goal's quantitative measurement in the field provided. In this example, we entered "Amount" (1), since we would like to track the accumulating dollar amount of the Hubspot deals.
  2. Under Value, click Select dimension... (3).
  3. Select an option from the drop-down list, which corresponds with the quantitative value of the goal. Options displayed depend on the data sources you connected to the Dealtale platform. In this example, we selected amount (3), which is the field in Hubspot that returns the currency amount of the deal's value.
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   Note: To search for an option in a long list, type in a few characters of the property name and it will be populated in the menu so you can easily select it.

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Filtering Your Goal and Value

  1. Click + filter (1) on the top right corner of the Select Goal box.
    Note: You can use the Filter feature as many times as you want to refine your data.
  2. Click on the filter by field (2) to select a property.
  3. Select an option from the drop-down list. Options displayed depend on the data sources you connected to the Dealtale platform.
    Note: To search for an option in a long list, type in a few characters of the property name and it will be populated in the menu so you can easily select it.
  4. In this example, we select original_source_type (3).
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  1. Upon selecting a property, two more fields appear on the right. Select an operator by clicking on the middle field to display drop-down options. Drop-down options displayed in the middle and right fields depend on the property selected in the left field.
  2. In this example, we show the middle field and right field options when original_source_type is selected in the left field.
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  1. We show a different middle field and right field option list when last_modified_date is selected in the left field.
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   For properties related to Date and Time that are selected in the left field, two right fields appear. The top right field which is called Custom displays Time Period options.

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   A calendar displays when you click on the bottom right field where you specify the date(s).

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Selecting a Time Dimension

  1. When you select your goal (refer to step 1), the Select Time Dimension field is automatically populated. You can, however, modify the selection by clicking on it and selecting from the drop-down options.
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  1. In this example, we will retain the create_date selection, so we can track the deals created within the date range that is defined in the next section.

Specifying the Date Range

Click Select... under Date Range and select an option from the drop-down list. In this example, we select Last 30 days. This selection represents the timeframe that corresponds with the chosen goal. Here we chose to look at the Hubspot deals created within the last 30 days.

Comparing Dates

  1. Click + compare date found on the upper right corner of the Select Goal box.
  2. Click Select... under Compare to and select an option from the drop-down list. In this example, we select Previous 30 days. It makes a lot of sense to set this period in correspondence with the date range in the previous step, so that we have similar parallel periods, equal in length, to compare. Here we are comparing the Hubspot deals created within the last 30 days to the Hubspot deals created in the previous 30 days.
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