The “Attribution” Mapper

Build an automated multi-touch attribution system that tracks every touchpoint in the buyer journey to reveal which channels and campaigns actually drive revenue.

Complex Complexity
Owner: Marketing Ops / RevOps
Updated Jan 2025
Workflow overview diagram

Workflow overview

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Trigger

Opportunity closed won (or any conversion event)

Inputs

Marketing touchpoints, website visits, ad clicks, content engagement, CRM data

Output

Attribution reports by channel, campaign, and content with multiple models

Success Metrics

Accurate CAC by channel, optimized marketing spend, improved ROI

Overview

What It Is

A comprehensive system that captures every marketing touchpoint across the buyer journey and applies attribution models (first-touch, last-touch, linear, time-decay, position-based) to determine which efforts drive revenue.

Why It Matters

Without attribution, marketing is flying blind. You can't optimize what you can't measure. Knowing that content marketing drives 35% of pipeline (not 10% as last-touch suggested) changes budget allocation decisions.

Who It's For

  • Marketing leaders allocating budget
  • Demand gen teams optimizing channels
  • RevOps building reporting infrastructure
  • CFOs validating marketing ROI

Preconditions

Required Tools

  • Segment/Rudderstack (data collection)
  • BigQuery/Snowflake (data warehouse)
  • HubSpot/Salesforce (CRM)
  • Looker/Tableau (visualization)

Required Fields/Properties

  • UTM parameters on all campaigns
  • Website visit tracking
  • Form submissions with source
  • Opportunity/revenue data
  • Account/contact linkage

Definitions Required

  • Touchpoint definition (what counts)
  • Attribution window (90 days typical)
  • Conversion events (MQL, SQL, Closed Won)
  • Attribution model weights

Step-by-Step Workflow

1

Implement Touchpoint Tracking

Goal: Capture every marketing interaction across channels

Actions:

  • Deploy tracking on website (Segment/GA4)
  • Ensure UTM parameters on all campaigns
  • Track form submissions with source data
  • Capture ad click data (Google, LinkedIn, Meta)

Implementation Notes: Use consistent UTM taxonomy: utm_source, utm_medium, utm_campaign, utm_content. Document and enforce across all teams.

2

Build Touchpoint Data Model

Goal: Structure touchpoint data for attribution analysis

Actions:

  • Create touchpoints table with all interactions
  • Link touchpoints to accounts/contacts
  • Normalize channel and source naming
  • Deduplicate while preserving journey

Implementation Notes: Store raw touchpoints immutably. Create normalized views for analysis. This allows reprocessing with new models without data loss.

3

Link Touchpoints to Revenue

Goal: Connect marketing interactions to closed revenue

Actions:

  • Match touchpoints to opportunities via account/contact
  • Define attribution window (90 days before close)
  • Handle multi-contact buying committees
  • Exclude post-opportunity touchpoints

Implementation Notes: B2B attribution is account-based. Link all contacts' touchpoints to the account's opportunities. This captures the full buying committee journey.

4

Implement Attribution Models

Goal: Apply multiple attribution models to the same data

Actions:

  • First-touch: 100% credit to first interaction
  • Last-touch: 100% credit to last interaction
  • Linear: Equal credit across all touchpoints
  • Time-decay: More credit to recent touchpoints
  • Position-based: 40% first, 40% last, 20% middle

Implementation Notes: No single model is 'correct.' Show multiple models side-by-side. First-touch shows awareness drivers, last-touch shows closers, linear shows full journey.

5

Build Attribution Dashboards

Goal: Visualize attribution insights for decision-making

Actions:

  • Channel performance comparison (all models)
  • Campaign-level attribution
  • Journey path analysis (common paths to close)
  • Attribution vs. spend (ROI by channel)

Implementation Notes: Show attribution alongside spend data for ROI calculations. A channel driving $1M in attributed revenue on $500K spend is very different from the same on $2M spend.

6

Automate Reporting and Alerts

Goal: Keep attribution data fresh and actionable

Actions:

  • Schedule daily touchpoint processing
  • Update attribution calculations weekly
  • Send monthly attribution reports to stakeholders
  • Alert on significant attribution shifts

Implementation Notes: Attribution data doesn't change frequently. Weekly recalculation is usually sufficient. Alert when a channel's attribution changes >20% month-over-month.

Templates

Monthly Attribution Report

📊 *Marketing Attribution Report - {{month}}*

*Revenue Attributed (Linear Model):*
| Channel | Revenue | % of Total | MoM Change |
|---------|---------|------------|------------|
| Paid Search | ${{paid_search}} | {{ps_pct}}% | {{ps_change}} |
| Organic | ${{organic}} | {{org_pct}}% | {{org_change}} |
| Email | ${{email}} | {{email_pct}}% | {{email_change}} |
| Paid Social | ${{paid_social}} | {{social_pct}}% | {{social_change}} |
| Direct | ${{direct}} | {{direct_pct}}% | {{direct_change}} |

*Top Performing Campaigns:*
1. {{campaign_1}} - ${{camp1_rev}} attributed
2. {{campaign_2}} - ${{camp2_rev}} attributed
3. {{campaign_3}} - ${{camp3_rev}} attributed

*Insights:*
• {{insight_1}}
• {{insight_2}}
• {{insight_3}}

<{{dashboard_link}}|View Full Dashboard>

UTM Taxonomy Documentation

| Parameter | Purpose | Values | Example |
|-----------|---------|--------|--------|
| utm_source | Traffic source | google, linkedin, newsletter | google |
| utm_medium | Marketing medium | cpc, organic, email, social | cpc |
| utm_campaign | Campaign name | q4-promo, webinar-oct | q4-brand-campaign |
| utm_content | Content variant | cta-blue, banner-a | homepage-hero |
| utm_term | Paid keywords | crm software | crm software |

Attribution Model Selection Guide

**When to Use Each Attribution Model:**

**First-Touch Attribution**
- Best for: Understanding awareness channels
- Use when: Optimizing top-of-funnel marketing
- Limitation: Ignores conversion-driving touchpoints

**Last-Touch Attribution**
- Best for: Understanding conversion drivers
- Use when: Optimizing bottom-of-funnel
- Limitation: Ignores early-journey influence

**Linear Attribution**
- Best for: Fair view of full journey
- Use when: All touchpoints roughly equal importance
- Limitation: Doesn't distinguish touchpoint value

**Position-Based (U-Shaped)**
- Best for: B2B with long journeys
- Use when: First and last touches are most important
- Limitation: May undervalue middle journey

**Time-Decay**
- Best for: Short consideration cycles
- Use when: Recent touches drive conversion
- Limitation: May undervalue awareness building

QA + Edge Cases

Test Cases Checklist

  • Verify touchpoints link correctly to opportunities
  • Confirm attribution weights sum to 100% per opportunity
  • Test all models produce expected results on sample data
  • Validate UTM parameter capture on test campaigns
  • Check multi-contact attribution includes full buying committee

Common Failure Modes

  • Missing touchpoints: Ad blockers, privacy settings, or tracking gaps miss interactions. Accept some data loss; cross-validate with platform data.
  • Contact-opportunity mismatch: Touchpoints exist but can't link to revenue. Ensure robust identity resolution and account matching.
  • UTM inconsistency: Teams use different UTM conventions. Enforce taxonomy and use normalization layer to handle variations.

Troubleshooting Tips

  • If 'Direct' is too high, check for missing UTMs or referrer stripping
  • For low touchpoint counts, verify tracking deployed on all key pages
  • If attribution doesn't match platform data, check for attribution window differences

KPIs and Reporting

KPIs to Track

  • Touchpoint Coverage: >85% of opportunities have touchpoints
  • Channel ROI: >3x return on marketing spend
  • Attribution Accuracy: Model correlates with outcomes
  • Data Freshness: Attribution updated within 24 hours

Suggested Dashboard Widgets

  • Channel Attribution Comparison: Side-by-side comparison of all attribution models by channel
  • Campaign Performance: Top campaigns by attributed revenue with spend data
  • Journey Path Analysis: Most common touchpoint sequences for won deals
  • Attribution Trends: Channel attribution changes over time

Want This Implemented End-to-End?

If you want this playbook configured in your stack without the learning curve:

  • Timeline: Week 1: Tracking + data model. Week 2: Attribution logic. Week 3: Dashboards + reporting.
  • Deliverables: Touchpoint tracking, attribution models, channel/campaign dashboards
  • Handoff: RevOps maintains infrastructure; Marketing uses for budget decisions
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