Natalie G. - right now, i'm doing this through 2 different ways. First is traditional attribution/funneling. Campaign->Customer MQL-> Meeting-> Opp, etc and looking at campaign level reporting through SFDC (campaign attribution). For X campaign, how many qualified leads were generated and what was the outcome (revenue $). The other way is a bit more manual but more accurate because it doesnt rely on attribution modeling. We've build some custom reports in Tableau and salesforce that look for upsell opportunities with specific products for a cohort of accounts (your target accounts in the campaign). Ex: ABC company is apart of your upsell UI campaign, you track ABC company opps and revenue looking for opps specifically with the UI upsell and report on that revenue. Hopefully this makes sense and helps. Happy to discuss further if youre interested!
