Salesforce Metric
CRM
Lead source attribution traces Salesforce pipeline and closed revenue back to the original lead source, campaign, or channel that generated the initial contact. It applies first-touch, last-touch, and multi-touch attribution models to quantify each source's contribution to revenue generation across the full funnel.
SalesforceCRMLead Source Attribution
Lead source attribution traces Salesforce pipeline and closed revenue back to the original lead source, campaign, or channel that generated the initial contact. It applies first-touch, last-touch, and multi-touch attribution models to quantify each source's contribution to revenue generation across the full funnel.
Why lead source attribution matters for Salesforce users
Salesforce captures lead source at creation, but as leads convert to contacts and contacts associate with opportunities, the original source attribution often gets lost or oversimplified. Lead source attribution preserves and extends this lineage, connecting every pound of closed revenue back to the marketing or sales activity that initiated the relationship. This end-to-end visibility is essential for marketing investment decisions that optimise for revenue, not just lead volume.
Attribution also reveals the true cost-effectiveness of each channel when combined with spend data. A channel producing fewer leads but higher conversion rates and larger deal sizes may generate more revenue per pound invested than a high-volume channel with lower quality. Multi-touch attribution adds further nuance by crediting channels that assist conversions without being the first or last touch, ensuring that nurture activities and brand channels receive appropriate recognition.
Understand and act on lead source attribution with KPI Tree
Sync Salesforce lead, contact, campaign member, and opportunity data into your warehouse, preserving source fields through each conversion. KPI Tree calculates attributed pipeline and revenue per source using configurable attribution models.
Build a lead source attribution branch in your metric tree showing revenue contribution per channel and campaign. Assign ownership to the marketing team for source-level performance, set alerts for source contribution shifts, and compare attributed revenue against channel spend to calculate true return on marketing investment by source.
Get started with your Salesforce data
Connect your existing warehouse where Salesforce data already lands.
Our professional services team can build you turn-key AI foundations in a matter of weeks. Data warehouse on Snowflake/BigQuery, ELT with Fivetran, all modelled in dbt with a semantic layer.
Related Salesforce metrics
Marketing ROI
CRMMetric Definition
Campaign ROI = (Campaign-Attributed Revenue - Campaign Cost) / Campaign Cost x 100
Campaign ROI measures the return on investment for marketing campaigns tracked in Salesforce by comparing campaign costs against the pipeline and revenue generated by campaign members. It evaluates whether each campaign produced sufficient returns to justify its investment and informs future budget allocation.
Lead Conversion Rate
CRMMetric Definition
Lead Conversion Rate = (Converted Leads / Total Leads) x 100
Lead conversion rate measures the percentage of leads in Salesforce that are successfully converted to contacts with associated accounts and opportunities. It is the primary metric for evaluating the effectiveness of lead qualification, scoring, and handoff processes between marketing and sales.
Marketing Qualified Lead Rate
CRMMetric Definition
MQL Rate = (Leads Reaching MQL Status / Total New Leads) x 100
Marketing qualified lead (MQL) rate measures the percentage of leads in Salesforce that meet predefined qualification criteria based on engagement, fit, and behaviour signals. It evaluates the effectiveness of marketing programmes at generating leads that meet the threshold for sales follow-up and reflects the alignment between marketing targeting and ideal customer profile.
Customer Acquisition Cost
CRMMetric Definition
Customer Acquisition Cost = Total Sales & Marketing Spend / Number of New Customers Won
Customer acquisition cost (CAC) measures the total sales and marketing investment required to win a new customer. Using Salesforce opportunity data, campaign costs, and activity records, CAC quantifies acquisition efficiency and determines the breakeven point for each new customer relationship.
Explore lead source attribution across integrations
All Salesforce metrics
Account Health ScoreActivity Volume per RepMarketing ROIAverage Resolution TimeContact Conversion RateCustomer Acquisition CostCustomer Lifetime ValueDashboard Adoption RateDeal Stage ProgressionForecast AccuracyLead Conversion RateLead Response TimeLead Scoring EffectivenessOpportunity AgingWin RatePipeline Coverage RatioSales Pipeline VelocityQuota AttainmentReport Usage AnalysisRevenue by Product LineSales Cycle LengthSales Rep Performance AnalysisTerritory Performance AnalysisUser Adoption RateWin/Loss AnalysisContract Value AnalysisCustomer Churn PredictionCustomer Renewal RateDeal Stage Conversion AnalysisDeal VelocityEmail Engagement AnalysisMarketing Qualified Lead RatePipeline ValueSales Velocity AnalysisUpsell Cross-sell AnalysisEmpower your team to understand and act on Salesforce data
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