Support Center

Bizible Touchpoints Report Types: What to use and Why

Last Updated: Feb 05, 2016 10:22AM PST

When reporting on Bizible Attribution, it can be difficult to determine what report type to use and why. Here we have a breakdown of the various report types included with Bizible and their purpose.
Leads:

Report Type: Leads
Use Case: If you are utilizing the Touchpoints fields on the Lead object rather than the Touchpoints object.
Limitations: Not all Touchpoints fields are available.

Report Type: Leads with Bizible Touchpoints
Use Case: If you are utilizing the Touchpoints related list on the Lead object.
Limitations: Will not work if we aren't creating Touchpoints on the Lead object.

Opportunities:
Report Type: Bizible Attribution Touchpoint with Opportunity
Use Case: If you want to report on the Attribution Touchpoint fields along with the Opportunity object fields.
Limitations: N/A

Contacts:
Report Type: Bizible Attribution Touchpoint with Contact
Use Case: If you want to report on the Attribution Touchpoint fields along with the Contact object fields.
Limitations: This report pulls in data on Contacts that have an associated Opportunity.

Report Type: Contacts with Bizible Touchpoints
Use Case: If you are looking to report on Contacts that don't have an associated Opportunity.
Limitations: This report does not contain any Attribution percentages or revenue attribution.

Accounts:
Report Type: Bizible Attribution Touchpoint with Accounts
Use Case: If you want to report on the Attribution Touchpoint fields along with the Account object fields.
Limitations: N/A


 

Contact Us

b5da1d6df9663f1e78fc37be1d3ccba3@bizible.desk-mail.com
http://assets2.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete