Multi-Touch Attribution dashboards show you which marketing efforts are most influential during each stage of the purchase lifecycle. After you enable Connected Campaigns, users can find asset engagement from Account Engagement and data from Sales Cloud together in one dashboard.
Required Editions
| Available in: Account Engagement Plus, Advanced, and Premium Editions with Salesforce Enterprise Edition or higher |
| Available for an extra cost in legacy Account Engagement Pro and Ultimate Editions with Salesforce Enterprise Edition or higher |
To use Multi-Touch Attribution dashboards, set up Connected Campaigns and Campaign Influence.
Dashboard Reference
| Metric Label | Description | Formula | Origin |
|---|---|---|---|
| Revenue | Total revenue for won opportunities | Sum of Revenue values on Closed/Won opportunities | Multi-Touch Attribution dataset |
| Sum of Revenue Share (line graph) | Total revenue, with monthly datapoints | Sum of Revenue values on Closed/Won opportunities, grouped by the ending month | Multi-Touch Attribution dataset |
| Total Value | Total potential value for all opportunities | Sum of Revenue values for all opportunities | Multi-Touch Attribution dataset |
| Actual Cost | Total actual cost associated with selected campaigns | Sum of Actual Cost values | Multi-Touch Attribution dataset |
| ROI | Percentage of actual campaign costs compared to net revenue | ([Sum of revenue values for all campaigns - Sum of actual cost values for all campaigns] / Sum of actual cost values) | Multi-Touch Attribution dataset |
| Top Salesforce Campaigns | Total revenue, grouped by individual Salesforce campaign | — | Multi-Touch Attribution dataset |
| Revenue Share by Campaign Type | Total revenue, grouped by Salesforce campaign type | — | Multi-Touch Attribution dataset |
Dataset Reference
The dataset ID of this optional multi-touch attribution dataset is pdMultiAttrib.
| Label | Field |
|---|---|
| Account | OpportunityId.AccountId.Name |
| Account Id | OpportunityId.AccountId |
| Campaign | CampaignId.Name |
| Campaign Actual Cost | CampaignId.ActualCost |
| Campaign Budgeted Cost | CampaignId.BudgetedCost |
| Campaign End Date | CampaignId.EndDate |
| Campaign ID | CampaignID |
| Campaign Influence ID | Id |
| Campaign Influence Model | ModelId.MasterLabel |
| Campaign Influence Model ID | ModelId |
| Campaign Start Date | CampaignId.StartDate |
| Contact | ContactId.Name |
| Contact First Name | ContactId.FirstName |
| Contact ID | ContactId |
| Contact Last Name | ContactId.LastName |
| Lead Source | ContactId.LeadSource |
| Opportunity | OpportunityId.Name |
| Opportunity ID | OpportunityId |
| Revenue | CimtaGenerated.TotalRevenue |
| Revenue Share | RevenueShare |
| ROI | CimtaGenerated.Roi |
| Stage Name | OpportunityId.StageName |
| Total Value | CimtaGenerated.TotalValue |