In this article:
Overview
Attribution in Crossbeam helps you understand how your partners contribute to your pipeline. Whether a partner sourced an opportunity or influenced it, attribution provides visibility into those contributions so you can measure impact and optimize collaboration.
Where to Find Attribution in Crossbeam
In Crossbeam, click Attribution from the left-hand menu. This opens the Attribute Workspace, where you'll see a high-level overview and tools to explore opportunities in detail.
All Opportunities Overview
At the top of the workspace, you’ll see a dashboard summarizing your opportunity data, including:
Total Sourced: Opportunities that originated directly from a partner
Total Influenced: Opportunities where a partner contributed after the opportunity was already in play
Total Unattributed: Opportunities without partner involvement
Time to Close with Partners: Average time it takes to close deals involving a partner
Time to Close without Partners: A comparison metric for deals closed without partner involvement
Filter and Customize Your View
You can tailor the All Opportunities view by:
Searching for a specific account
Applying filters for:
Sales stage
Partner
Tags
Adjusting date ranges and deal amounts
To further customize the metrics shown, click the gear icon next to All Opportunities.
Accounts Table
Below the All Opportunities overview, you'll find a table listing individual accounts. For each row, you'll see:
Account name
Assigned partner(s)
Attribution type: Sourced, Influenced, or Review Attribution
Deal amount
Sales stage
Closed date
Assign Attribution to a Partner
To review attribution, click on any account name in the table to open a side panel with more details. From here, you can:
View the assigned partner
Change or add the attribution type (Sourced or Influenced)
Add or update attribution to include additional partners
Click on Activity to see deeper context for the account. The Activity Timeline shows partner interactions and signals that can guide your decision to mark a deal as sourced or influenced.
If Salesforce Attribution Push is configured, you will see a Salesforce link in the side panel. Click it to be redirected to your Salesforce instance.
Want to dive deeper into Attribution?
Check out our Crossbeam Academy course on Attribution to explore real-world examples, best practices, and tips for making the most of your partner data.