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Reporting and attribution guides

Reporting matters when it changes a decision: which channel to spend on, which stage of the pipeline is leaking, which part of the customer journey loses people. These guides cover marketing attribution models, dashboards leadership will actually read, and customer journey mapping that leads to a fix rather than a poster.

Start with attribution if you cannot say which source produced last quarter's revenue. Start with dashboards if the weekly report is built by hand in a spreadsheet. Start with journey mapping if enquiries arrive but too few become customers.

The guides are written for companies with one CRM record per customer from enquiry to invoice, because that is what makes attribution honest. Where the keyword names a third-party analytics tool, the guide explains the job that tool does and what to check, without comparing figures.

79 guides in this section.

Marketing attribution

Dashboards and reporting

Customer journey mapping

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