Attribution Overview

Updated Apr 4, 2026 Attribution and Reporting

Attribution in SampleHQ answers the question: which samples are actually driving revenue? By linking sample orders to CRM deals and assigning dollar values, you can measure the business impact of your sampling program.

How attribution works

SampleHQ uses a manual attribution model. When a sample leads to a closed deal, the sales rep assigns a dollar value to that sample. This creates a direct link between the physical sample sent and the revenue it influenced.

The attribution chain

  1. A sales rep creates a sample order and links it to a CRM deal.
  2. When the deal closes (or at any point), the rep assigns a dollar value to the samples in that order.
  3. SampleHQ records the attribution at the SKU level, so you know exactly which samples contributed.
  4. Attribution data flows into 10 different report views for analysis.

Why manual attribution

Manual attribution is the most precise way to track sample ROI. Automated attribution models rely on rules and assumptions that often misattribute value, especially in industries like packaging where sales cycles are long, multiple samples are sent over time, and the person who receives the sample may not be the decision-maker.

With manual attribution, the sales rep who knows the deal assigns the value. They know which samples actually influenced the decision and how much credit each one deserves. This produces consistent, correct data that your team can trust when making decisions about your sampling program.