How to Set Up the Top Opportunity Attribution Report

The Top Opportunity Attribution template reveals the top sources, campaigns, mediums, audiences, and ads responsible for opportunities being created in your Keap account. Since we combine numerous options into this single template, you’ll likely create more than one Top Opportunity Attribution report.

DISCLAIMER: To get the greatest value from this report, you must have  Graphly’s  Web Tracker set up and be utilizing UTM parameters in all of your links; whether they’re emails, ads, social posts, etc.

Search for the Top Opportunity Attribution Template

To begin, click the “+” icon on the Dashboard and type “attribution” into the search bar. Then click on the “Top Lead Attribution” template.

The template highlighted in the template library.

Chart Tab

There are two chart types,  column  and bar.

Chart type display options.

Options Tab

Now navigate to the Options tab and select the UTM parameter you want to measure.

Campaign name selected as the UTM to track.

Then select which results you want to see.

number of results set.

Under the Attribution section, select how you want credit, or attribution, to be given.

Attribution selected.

Then, under Opportunity, select what you’re looking for in the results.

Count the number of opportunities selected.

Next, select your Date Range.

Date range set.

Advanced Tab

Lastly, this report also has an “Advanced” tab for seasoned advertisers who really want to customize the logic of how top results or bottom results are calculated. Most users will choose “Use Default Settings“.

Use Default settings selected.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Criteria Builder Options shown.

Once you have your everything set, click Save Preferences on This Widget.

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