About Revenue Reporting

Amplemarket Team
Amplemarket Team
  • Updated

If you're an admin, you will have access to our Revenue Report section in your "Monthly Performance Insights Report". This section offers insights into your revenue through metrics and details related to deals influenced by Amplemarket. Let's unpack it.

The Revenue Report

In the Revenue Report, you'll encounter the following metrics:

  • Number of Deals Created:

    • Count of deals attributed to Amplemarket.
    • The $ amount for these deals. We use the CRM's "Amount" field by default to calculate this. However, you can modify the field used via your Amplemarket CRM Integration settings.
    • This metric employs the creation date of the deals for its timeframes: last month, last 3 months, and last 12 months.
  • Number of Closed-Won Deals:

    • Count of deals that have closed successfully and are attributed to Amplemarket.
    • The $ amount of these closed-won deals, defaulting to the CRM's "Amount" field unless altered in your settings.
    • This metric uses the closed date of the deals for its respective timeframes.

Additionally, a table showcasing the latest deals is provided with an option to export a comprehensive list of deals. (For the columns present in this export, see below.)

How Does Deal Attribution Work?

In short, attribution includes any CRM deals/opportunities created within 90 days of contact/account-level activity via Amplemarket.

More specifically, a deal/opportunity is attributed to Amplemarket based on:

  1. Contact Matching: If the CRM deal has associated Contacts (either directly or indirectly via the Account), and any of these contacts match an email reveal or any contact activity in Amplemarket, it's considered for attribution.

  2. Attribution Window: The deal must be created within 90 days of the last recorded Amplemarket activity with the matched contacts. This activity can range from email reveals to sequence completions, ad-hoc tasks, received replies, and even emails sent outside of Amplemarket.

  3. Account-Based Matching: We try to match through account even if a CRM deal has an associated contact. If none of those contacts exist on Amplemarket, we use the domain of that Account to check for any associated activity within Amplemarket. If such activity exists, the opportunity is credited to Amplemarket as long as it respects the attribution window.

Data Fields in the Revenue Report full export


When you export the Revenue Report as a CSV file, you'll encounter various columns that provide a detailed view of the deals attributed to Amplemarket. Here's a breakdown of each column:

  1. Created Date: The date when the deal was recorded in the CRM.

  2. Deal Name: The name of the deal in the CRM.

  3. Deal Owner: The owner of the deal in the CRM.

  4. Type: The deal type in the CRM.

  5. Amount: The deal amount. By default, it uses the "Amount" field from your CRM, but remember you can customize which revenue field is used in the Amplemarket settings.

  6. Stage: The current deal stage in the CRM

  7. Close Date: The deal close data in the CRM, if it's closed.

  8. Sequence: The specific Amplemarket sequence attributed to the deal.

  9. Sequence Template: The underlying Amplemarket Sequence Template used for the attributed sequence. It provides a glimpse into which outreach or campaign strategies were leveraged.

  10. Contact Name: The contact that has been credited with the deal.

  11. Contact Title: The contact's title.

  12. Account Name: The account associated with the deal.

  13. Company Size: The size of said account.

  14. Industry: The industry of said account.

  15. Country: The country of said account.

  16. Attribution Reason: A detailed explanation of why the deal was attributed to Amplemarket. It will show the type of activity that triggered the attribution and how many days elapsed between that activity and the deal creation. For instance, "email reveal 23 days before deal creation" gives clear context on the sequence of events leading to the opportunity.

When reviewing the exported CSV, you'll have a comprehensive snapshot of how Amplemarket-driven activities correlate with your CRM deals. This granularity enables more refined analyses and can assist in refining sales and outreach strategies.

How Does Sequence, Account, and Contact Attribution Work?

The attribution to a particular sequence or contact is determined by the following:

  1. One Contact Deals:

    • If the deal is linked to a single Contact in Amplemarket, it will be attributed to the most recent Sequence completed for that contact before the deal was created.
    • If the contact was never in a sequence (only had an email reveal, for example), no sequence is attributed.
  2. Multiple Contact Deals:

    • For deals associated with multiple Amplemarket contacts, the deal will be credited to the contact with the most recent activity.
    • The sequence attribution follows the aforementioned rule for single contact deals.
  3. Account-only Deals:

    • If the deal isn't linked to any contact in the CRM and only relates to an Account, it will be attributed to the most recently contacted Contact at this Account.
    • Again, the sequence attribution follows the rule mentioned for single contact deals.



Missing Permission to access CRM object:

If you see the error below:

image (10).png

It means that the account that was used to Connect Amplemarket to your Salesforce or HubSpot account does not have the permissions to access your CRM deals data.

To fix this, you will either want to:

  1. Invite an admin in your CRM (or Super Admin in HubSpot) to be an Amplemarket user.
  2. Have an admin change your permissions in the CRM to give you full access to the object Opportunities (Salesforce) or Deals (HubSpot) + the field you choose for the valuation here of opportunities.

Did this help? If you have more questions, please contact our support for further assistance.

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