In this article:
Overview
Consolidate your attribution activities into a single source of truth. Using this data, you can make more revenue-backed decisions on which partners to prioritize and get executive buy-in from your C-Suite and GTM teams.
✍️ Note
This feature is available on the Supernode plan, click here to explore plan options.
💡Feature Insight
Deal amounts are represented in USD by converting all currencies using current exchange rates (not the rates at the time of deal closure). This ensures accurate revenue metrics and provides clear, reliable insights into your ecosystem data.
Required Fields to Sync
make sure to sync the following HubSpot fields to enable partner attribution:
dealname__valuedealstage_labelamount__valuepipeline_labeldays_to_close__valuehs_is_closed_won__valuehs_date_entered_closedwon__valuehs_date_exited_closedwon__valuehs_is_closed__valuecreatedate__value
You can adjust which fields sync at any time from the Data Sources workspace in Crossbeam. Select Data from the navigation menu. Locate HubSpot and click the Settings gear icon to customize field syncing.
Attribution in Crossbeam
In Crossbeam, click on Attribution from the navigation menu. This opens the Attribute Workspace, where you'll see a high-level overview and tools to explore opportunities in detail.
😎Pro tip
Learn more about Crossbeam Attribution here.
Revenue Settings
Along with syncing the correct fields from your CRM, you’ll also need to configure your Revenue Settings in Crossbeam.
From the navigation menu, click Settings
Select Organizational Settings from the dropdown
Adjust the options under Revenue Settings as needed
For a deeper dive into these settings, check out our article on Potential Revenue.
FAQs
Q. I see an error message like this, and I am nervous about syncing in more data to Crossbeam:
A: Any new fields you sync to Crossbeam are yours only - this data is not shared with your partners. This data allows Crossbeam to accurately reflect the actual revenue impacts of your Partners.
Q. What happens if my Deal gets deleted (or changed) in HubSpot? But it already has an Attributed Partner in Crossbeam?
A: Attributed revenue from this Deal will no longer count towards your statistics or those partner(s).
Q. What happens if a Deal has an empty amount or close date?
A: Attributed revenue from Deals without amount or close date are excluded from the denominator when calculating Roll-Up Metrics.