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Read the following scenario and try to determine the numbers that should be in the grid.

  • April 11 | Bill is acquired by (Tradeshow)
  • April 15 | Joan is acquired by (Webinar)
  • April 22 | (Opportunity 1) created for $6,000
  • April 24 | (Opportunity 2) created for $10,000
  • April 25 | Bill and Joan are associated with roles to BOTH Optys
  • April 29 | (Opportunity 1) is Closed-Won

 

Program Name(Tradeshow)(Webinar)
(FT) Opty Created
1
1
(FT) Pipeline Created
$8,000
$8,000
(FT) Opty Won
0.5
0.5
(FT) Revenue Won
$3,000
$3,000

Show Answers

Explanation

Because both Bill and Joan were associated with roles to BOTH opportunities, the system (according to the rules) split the credit evenly between them.

Pipeline created for each program ($8,000) is half of the total ($16,000) available to give as credit.

Attribution Rules

  1. Credit is split evenly
  2. You can't give more credit than you earned
  3. You can't give credit for something that happened in the past

 


Try all of the examples and you will be an attribution pro!

 

 

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