Measurement & Attribution

Measure before/after with consistent definitions — same date boundaries, same stage criteria, same source tags — so the team trusts the numbers in weekly reviews and QBRs.

• - Agree on metric definitions first
• - Capture baseline before changes
• - Use same stage criteria weekly
• - Document source tag conventions

Widget visits, campaign touches, call dispositions, and CRM stage changes feed one analytics hub. Tenant-scoped pipelines keep client data isolated while enabling rollups for agencies.

• - Widget and page events
• - Campaign touch outcomes
• - Call disposition events
• - CRM stage transitions

Know which touch moved the deal — first touch, last touch, or multi-touch views across email, SMS, voice, and organic. Tie spend and effort to pipeline outcomes.

• - Source tag preservation
• - Multi-touch journey views
• - Channel comparison dashboards
• - Campaign ROI rollups

Ask questions in plain language over real metrics. Smart Alerts push threshold breaches and anomalies to owners before they become revenue problems.

• - NL queries in en / es / pt
• - Anomaly detection
• - Configurable Smart Alerts
• - Drill-down to events

PDF and PNG exports plus scheduled delivery feed board meetings, client QBRs, and finance reviews — without rebuilding slides from scratch every month.

• - PDF and PNG export
• - Scheduled report delivery
• - Finance-friendly formats
• - Client portal visibility