Deal Attribution Reports

Updated Apr 4, 2026 Attribution and Reporting

The Deals report shows attribution from the deal perspective: which samples were sent for each deal and how much revenue was influenced.

Attribution Deals report in SampleHQ showing deals with CRM source, sales rep, close date, samples count, total revenue, influenced revenue, and influence percentage
The Deals report lists all deals with sample influence showing revenue and influence percentage.

Columns

  • Deal Name – The CRM deal name (clickable for detail)
  • CRM – Which CRM the deal comes from (Salesforce or HubSpot)
  • Sales Rep – Who owns the deal
  • Close Date – When the deal was closed
  • Samples – Number of samples linked to this deal
  • Total Revenue – The deal’s total value
  • Influenced Revenue – The portion attributed to samples
  • Influence % – The ratio of influenced to total revenue

My Deals vs Team Deals

Toggle between My Deals (deals you own) and Team Deals (all deals across the team) using the tabs at the top.

Deal detail view

Click a deal name to see the full breakdown: every sample order linked to this deal, the individual samples sent, and the dollar values assigned to each.

Customer Attribution Reports Sample Attribution Reports