Attribution and Reporting
Linking Deals from HubSpot
If your workspace is connected to HubSpot, you can link sample orders to deals directly…
Linking Deals from Salesforce
If your workspace is connected to Salesforce, you can link sample orders to deals directly…
Linking Deals to Orders
Linking a CRM deal to a sample order creates a direct connection between your sample…
Attribution Overview Report
The Overview report combines data from all other attribution views into a single high-level summary.…
Sample Attribution Reports
The Samples report shows attribution from the product perspective: which samples in your library are…
Customer Attribution Reports
The Customers report shows attribution grouped by customer. Use it to understand which customers are…
Deal Attribution Reports
The Deals report shows attribution from the deal perspective: which samples were sent for each…
Rep Attribution Reports
The Reps report ranks sales reps by their attributed revenue. Everyone on the team can…
Team Attribution Report
The Team report shows attribution performance across your entire sales team. Everyone on the team…
The Attribution Dashboard
The Attribution section gives everyone on the team visibility into how sample activity connects to…
Assigning Attribution Values
Sales reps assign dollar values to samples when a sample contributes to a closed deal.…
Attribution Overview
Attribution in SampleHQ answers the question: which samples are actually driving revenue? By linking sample…