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DELIVERY MODULE 2 to 3 weeks

Attribution & ROI Reporting

Builds funnel reporting, channel attribution and revenue tracking in HubSpot so marketing and leadership can see which channels and campaigns drive contacts, deals and revenue.

Delivery module

AU$1,440

2 to 3 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has funnel reports showing lead-to-customer conversion rates at each lifecycle stage, with source-level breakdowns.
Client has channel attribution dashboards showing which marketing sources and campaigns drive contacts, deals, and revenue.
Client has revenue tracking reports connecting marketing attribution data to actual closed deal value.
Client has been walked through all reports with a clear explanation of how to interpret attribution data and make marketing investment decisions.

Not included

GA4 configuration or Google Analytics integration
UTM parameter strategy, creation, or tagging setup
Custom attribution models beyond HubSpot's built-in options
Marketing strategy, channel planning, or budget allocation advice
Custom calculated properties or Operations Hub data formatting
Lifecycle stage creation or lifecycle automation
Data cleanup or historical data backfill
Custom objects in reports
Ongoing report maintenance or modifications after handover
Training beyond the walkthrough included in this module
HubSpot campaign creation or campaign asset setup
Third-party reporting tools (Databox, Looker, etc.)

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before the tracking and deal review
List of marketing channels currently in use (organic, paid, email, social, referral and so on), needed before Kickoff
Confirmation of your Marketing Hub tier (Professional for contact attribution, Enterprise for deal and revenue attribution), needed before Kickoff
Confirmation of the lifecycle stages and deal stages to track, needed before Funnel Reporting Build
Confirmation that deal amounts are populated in the CRM, needed before Revenue and Deal Tracking Reports
List of active HubSpot campaigns to include, needed before Campaign Performance Reporting
Names of the people who need dashboard access, needed before QA and Permissions

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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