Attribution Guide¶
Multi-touch attribution setup, analysis, and reporting.
Table of Contents¶
- Attribution Models
- HubSpot Attribution Setup
- Google Analytics Configuration
- Reporting Dashboards
- A/B Testing Framework
Attribution Models¶
Model Comparison¶
| Model | Credit Distribution | Best For |
|---|---|---|
| First-Touch | 100% to first interaction | Awareness campaigns |
| Last-Touch | 100% to last interaction | Direct response, BOFU |
| Linear | Equal across all touchpoints | Simple full-funnel view |
| Time Decay | More credit to recent touches | Long sales cycles |
| W-Shaped | 40% first, 20% middle, 40% last | Hybrid PLG/Sales-Led |
Recommended Model: W-Shaped¶
For Series A hybrid motion: - 40% credit to first touch (awareness) - 20% distributed across middle touches - 40% credit to last touch (conversion)
Rationale: Balances discovery and closing influence.
HubSpot Attribution Setup¶
Enable Attribution Reports¶
- Navigate to Marketing Reports Attribution
- Select attribution model (W-Shaped recommended)
- Define conversion event (deal created, SQL stage)
- Set lookback window (90 days typical)
Attribution Report Types¶
| Report | Purpose | Frequency |
|---|---|---|
| Revenue Attribution | Credit revenue to channels | Monthly |
| Content Attribution | Credit to content assets | Weekly |
| Campaign Attribution | Credit to campaigns | Per campaign |
Custom Attribution Report¶
Create: Marketing Reports Create Report
Metrics: - Marketing-sourced pipeline $ - Marketing-influenced revenue - CAC by channel - ROAS by campaign
Dimensions: - Channel (Organic, Paid, Email, Social, Referral) - Campaign - Region (US, EU, Canada) - Funnel stage (TOFU, MOFU, BOFU)
Validation: Run report for past 90 days. Verify all channels appear with data.
Google Analytics Configuration¶
GA4 Events to Track¶
Engagement Events:
page_view (auto-tracked)
scroll (75% depth)
video_play (product demos)
file_download (whitepapers, eBooks)
Conversion Events:
sign_up (free trial, account)
demo_request (calendar booking)
contact_form (inbound interest)
pricing_view (pricing page visit)
Custom Dimensions¶
| Dimension | Source | Purpose |
|---|---|---|
| User Type | CRM sync | Free vs Paid |
| Plan Type | CRM sync | Starter, Pro, Enterprise |
| Lead Status | HubSpot | MQL, SQL, Customer |
| Campaign ID | UTM | HubSpot campaign |
GA4 + HubSpot Integration¶
- Install HubSpot tracking code (includes GA4)
- Or use Google Tag Manager for advanced tracking
- Sync GA4 audiences HubSpot lists for retargeting
- Import GA4 conversions to Google Ads
Validation: Real-time report shows events firing. Conversion events marked correctly.
Reporting Dashboards¶
Weekly Performance Dashboard¶
| Metric | Purpose | Target |
|---|---|---|
| Visits | Traffic volume | +10% WoW |
| Unique visitors | Reach | +5% WoW |
| Bounce rate | Engagement | <50% |
| MQLs | Lead volume | Weekly target |
| SQLs | Pipeline | Weekly target |
| Conversion rate | Efficiency | >2% |
Monthly Executive Dashboard¶
| KPI | Formula | Target |
|---|---|---|
| Marketing-Sourced Pipeline | Sum of new pipeline $ | $X/month |
| Marketing-Sourced Revenue | Closed-won from marketing | $Y/month |
| Blended CAC | Total spend / customers | <$Z |
| MQLSQL Rate | SQLs / MQLs | >15% |
| Pipeline Velocity | Avg days in pipeline | <60 days |
| ROMI | Revenue / Marketing spend | >3:1 |
Dashboard Build Process¶
- Define KPIs with leadership
- Create data sources in HubSpot
- Build visualizations (charts, tables)
- Set up automated refresh
- Schedule weekly/monthly distribution
Validation: Dashboard shows last 7 days data. All metrics calculating correctly.
A/B Testing Framework¶
ICE Prioritization¶
Formula: ICE = (Impact Confidence Ease) 3
| Factor | Rating | Description |
|---|---|---|
| Impact | 1-10 | Effect on primary metric |
| Confidence | 1-10 | Certainty of success |
| Ease | 1-10 | Implementation difficulty |
Test Template¶
Hypothesis: [Adding a case study carousel to pricing will
increase demo requests by 20%]
Metric: [Demo requests from /pricing page]
Sample Size: [1000 visitors per variant]
Duration: [2 weeks or until significance]
Success Criteria: [20% lift, 95% confidence]
Variant A (Control): [Current pricing page]
Variant B (Treatment): [Pricing page + case study carousel]
Tools: [HubSpot A/B test or Google Optimize]
Statistical Requirements¶
- Minimum confidence: 95%
- Minimum sample: 1000 visitors per variant
- Minimum duration: 2 weeks
- Do not stop tests early (false positives)
Common Test Categories¶
Landing Page: - Headline variations - CTA copy and color - Form length - Social proof placement - Hero image type
Ad Creative: - Format (static vs video) - Messaging angle - Audience targeting - Landing page destination
Email: - Subject line length - Personalization depth - Send time - CTA placement
Test Velocity Target¶
Series A: 4-6 tests per month - Realistic win rate: 30-40% - Document all results (wins and losses) - Build testing knowledge base
Validation: Test reaches statistical significance before declaring winner.
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