Full Circle InsightsSalesforce Native Attribution Modeling and Funnel Measurement

Get the answers you need to build successful marketing programs. Full Circle Insights makes it easy to create multiple, custom attribution models and comprehensive funnels, helping you reach KPIs and revenue goals faster – all without leaving Salesforce.

As the only Salesforce-native Attribution Modeling and Funnel Measurement solution, you can rest easy knowing that data is safe, secure, and accurate. And, with complete control and data transparency, you always know exactly how campaigns perform and what drives pipeline, leading to a better understanding of the customer journey and giving you the ability to create strategies that produce results.

  • Attribution Modeling
  • Funnel Measurement
  • Reporting and Dashboards
  • Support Plan

Attribution Modeling

  • Run three simultaneous attribution models
  • Customize single-touch and multi-touch attribution models
  • Specify model weighting and criteria through user interface
  • Set look-back time frame for first-touch attribution
  • Create an unlimited number of attribution models
  • Advanced multi-touch attribution models
  • Attribute campaign engagement at the account level and contacts within opportunities
  • Create opportunity-based customer journey maps and perform cohort analysis
  • Match lead dispositions with specific campaigns
  • Flexible lead qualification using programmatic scoring as well as offline or one-off sales touchpoints

Funnel Measurement

  • Sync fields from leads, contacts, opportunities, and accounts into funnels
  • Timestamp campaign members as leads, contacts, and opportunities move through funnel stages
  • Historical funnel tracking across leads, contacts, and opportunities
  • Customize funnel stages to match your go-to-market process

Reporting and Dashboards

  • Export data to third-party BI tools
  • Ensure data security and quality through native Salesforce objects
  • Report on leads, contacts, and opportunities in a single funnel
  • Report on funnel stages, conversion, and velocity metrics
  • Generate full reporting for planning, optimizing, evaluating, and achieving go-to-market process

Attribution Modeling

Attribution Modeling makes it easy to spot your top-performing marketing campaigns and analyze the customer journey. See exactly how much money each campaign brings in to determine which to fund and which to cut loose.

  • Create Multiple Attribution Models
  • Evaluate Leads, Accounts, Opportunities, and Contacts
  • Compare Results
  • Categorize Revenue and Measure ROI and ROAS
  • Connect Data and Sync in Salesforce

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Funnel Measurement

Funnel Measurement is a detailed view of KPIs, such as volume, conversion rate, and velocity. These at-a-glance reports help marketing and sales teams identify trends using historical data, enabling them to make aligned, informed, data-driven decisions that drive results.

  • Use Existing Data Architecture
  • Identify What Generates New Leads and MQLs
  • Segment and Summarize Data
  • Track in Real-Time
  • Customize Dashboards and Reports

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Reporting and Dashboards

Easily customize and share Reporting and Dashboards from a single source of truth – Salesforce. Gain a better understanding of what drives leads and ABM accounts through pipeline so you can optimize campaigns and plan with confidence.

  • Determine What Drives Influence
  • Analyze Pipeline Progression
  • Identify Engaged Prospects and High-Value Accounts
  • Align in Salesforce
  • Easily Create Reporting and Dashboards with Info That Matters to You
  • Energize Your Teams with Knowledge That They’re Efforts Are Paying Off

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Learn More About How Full Circle Can Help YouTake Control of Your Salesforce Data