In this article:
Introduction
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.
💡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.
Set Up
✍️ Note
This feature is available on the Supernode tier, click here to explore plan options.
To ensure you're syncing the right fields from your CRM, navigate to the Data Sources page. Choose the Co-Sell data preset and you're all set.
Want to have more fine-grained control? This feature needs your opportunity deals, so we will need to sync the following fields to allow you to record Partner Attribution in Crossbeam:
dealname__value, dealstage_label, amount__value, pipeline_label, days_to_close__value, hs_is_closed_won__value, hs_date_entered_closedwon__value, hs_date_exited_closedwon__value, hs_is_closed__value, createdate__value.
✍️ Note
This will not share these fields with your partners. This step is simply syncing your selected data points to Crossbeam.
Attributing Partners
From the left-side Navigation Menu, click on the Attribute icon. This will open the Attribution workspace.
At the top of your Attribution workspace, you'll see your Closing Soon opportunities. Any opportunity that has a close date in the next 30 days will appear in this carousel.
Below Closing Soon, you will find All Opportunities. These are inclusive of all the opportunities Crossbeam has synced. You can filter by Open, Closed, Date Range, and Amount Range to surface the opportunities you're looking for.
Adding a Partner to an Opportunity
To attribute a partner to an opportunity, you have two options. You can click the Add Attribution button from your Closing Soon opportunities. Or you can click on a row within the All Opportunities section.
Clicking into an opportunity will bring up a drawer that shows you information about, as well as links to the associated opportunity. If you have partners that overlapped with the opportunity, we automatically recommend them to you. If you do not see the partner you wish to attribute, you can search and add directly in the Select Partner bar.
Once you have the partners you wish to attribute, you can toggle between Sourced and Influenced for each partner.
Note that only one partner can be added as Sourced for any given opportunity, but multiple partners can be added as Influenced.
After you have added your partners to the Opportunity, select Save and your metrics automatically update in your Roll-Up Metrics.
Customizing Your Roll-Up Metrics
Above the list of All Opportunities you can see your Roll-Up Metrics. These provide an at-a-glance look into your partner program's performance. By default, you'll see Total Sourced, Total Influenced, and Total Unattributed (to Partners). Total Unattributed is calculated using your Potential Revenue configuration.
These can be customized in several ways to meet your reporting needs. For Example: If you need to report on your quarterly performance in a QBR, you can select the applicable dates in the Date Range field and your metrics will only reflect that time period.
You can also customize the stats that display in this menu by clicking the ⚙ Metrics button and selecting the metrics that are most useful to you:
Click Apply to save your changes to your Attribution workspace.
Activity Timeline
On the Attribution page, click on an account from the table, this will open a side pop-up window. From here, select Activity. Now you will see the Activity Timeline with all your partner activity happening on your Opportunities.
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.
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