Skip to content
WorksBuddy

Think bigger · Run lighter.

WorksBuddy Logo
WorksBuddy Docs

Revenue Attribution

Trace closed revenue back to the campaign, step, and mailbox that started it in Evox, with full funnel reporting and no reconciliation step.

Open rates and click rates describe activity. Revenue Attribution answers the question leadership actually asks: which campaign produced deals that closed, and where in the sequence the rest of them stopped.

How it works

Because the contact, the email that reached them, the reply they sent, and the deal it became are all the same record, attribution is already present and nothing has to be matched up afterwards. Evox knows which campaign, which step, and which mailbox produced each reply, and that link is never broken. Marking a reply as a booked meeting credits it to the campaign, and a connected CRM reports the closed deal value back. The full funnel report runs from contacted and delivered through replied, positive replies, meetings booked, opportunities created, and revenue closed, viewable per campaign, per step, per mailbox, per segment, or per team member.

Key capabilities

  • Closed revenue traced to the campaign and step that started the conversation.
  • Step level reporting that shows exactly where a sequence loses people.
  • Segment breakdowns by industry, company size, job title, geography, or custom field.
  • Positive reply rate as a real metric, reported alongside negative reply rate.
  • Full funnel view from contacted through to revenue closed.
  • CSV and PDF export, scheduled email reports, and expiring share links that need no seat.

Tips

Meetings booked and positive replies are tracked inside Evox on their own. Connecting HubSpot or Salesforce is what extends the picture through to closed deal value.