Marketing revenue attribution

Reconcile analytics, CRM, and billing sources, compare explicit attribution models, and approve channel decisions without hiding unknown traffic.

Saves you ~5 h / week

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What it installs

Agents 3

  • Attribution Analyst

    Reconciles journey and revenue sources and calculates explicit attribution models.

  • Attribution Reviewer

    Independently reproduces source totals, joins, model math, unknown shares, and decision limits.

  • Marketing revenue attribution Quality Reviewer

    Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.

Teams 1

  • Revenue Attribution Team

    An analyst reconciles sources and models while a reviewer independently reproduces totals and decisions.

Workflows 1

  • Marketing revenue attribution review

    Load complete source populations, reconcile identities and revenue, compare attribution models, independently reproduce the report, and approve bounded decisions.

Documents 2

  • Marketing attribution definitions

    The approved event, identity, channel, lookback, currency, model, and unknown-traffic rules used every reporting period.

  • Marketing revenue attribution ledger

    Period-by-period source reconciliation, model outputs, unknown shares, caveats, and human-approved decisions.

Goals 1

  • Revenue attribution reconciles before it recommends

    Keep channel revenue views reproducible, comparable across models, and honest about unknown evidence.

Skills 1

  • marketing-revenue-attribution

    Reconciles analytics, CRM, and billing sources, applies explicit rule-based attribution models, quantifies unknown traffic, and prepares bounded decisions.

Schedules 1

  • Review marketing revenue attribution

    Close the configured reporting period only after analytics, CRM, and billing maturity windows have passed. Run the Marketing revenue attribution review with the Attribution Analyst assigned. Use the approved definitions version, complete source populations, deterministic identity rules, explicit Unknown and Unattributed categories, and the same eligible revenue population across first-touch, lead-creation, last-touch, and position-based views. The Attribution Reviewer independently reproduces source and model totals before human approval. A successful run produces a reconciled report, visible exceptions, model disagreement, caveats, counterevidence, and bounded decisions or a clear blocked-evidence report. It never changes budgets, campaigns, targeting, source records, definitions, or closed historical periods automatically. ## Professional quality control Objective: complete the recurring Marketing revenue attribution operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. Verify audience, offer, substantiation, platform limits, configuration, attribution readiness, and worst-case spend against the approved cap. Public copy must be specific and on-voice, with no generic AI phrasing, filler, hype, fake urgency, unsupported superlatives, repetitive cadence, or claims that exceed the evidence. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.

Tools optional

  • PostHog

    Connects to PostHog for source-backed marketing revenue attribution.

  • Mixpanel

    Connects to Mixpanel for source-backed marketing revenue attribution.

  • HubSpot

    Connects to HubSpot for source-backed marketing revenue attribution.

  • Attio

    Connects to Attio for source-backed marketing revenue attribution.

  • Stripe

    Connects to Stripe for source-backed marketing revenue attribution.

  • Paddle

    Connects to Paddle for source-backed marketing revenue attribution.

  • Polar

    Connects to Polar for source-backed marketing revenue attribution.

  • PayPal

    Connects to PayPal for source-backed marketing revenue attribution.

Folders 1

  • Marketing revenue attribution

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Revenue and journey evidence — Provide product analytics events, campaign parameters, CRM contacts and opportunities, and billing transactions or exports. The workflow reports source gaps and does not manufacture identities, touches, or revenue.

Setup guide

How to Attribute Marketing Revenue

A practical method for reconciling analytics, CRM, and billing data before comparing marketing attribution models.

Read the setup guide

Don't see your workflow? Describe it.

A sentence or two about a recurring job is enough. We design the playbook that runs it and show you exactly what it saves.

* What does your week keep losing *

Takes a minute · no account needed

Install Marketing revenue attribution and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.