We build marketing attribution dashboards from the tracking data on every lead in your CRM. You see leads and outcomes by channel, UTM campaign, form and referral source, all in one place.
900+ integrations completed · Salesforce partner · We sign BAAs
How attribution data gets to the dashboard
Hidden fields and UTM values captured on every form, chat and call
Channel, campaign, form and referral source stored on the lead
Deals, admits or customers tie back to the same lead
Leads and outcomes by channel, campaign, form and referral source
A marketing attribution dashboard is only as good as the data on each lead. So the work starts with tracking. Every form, chat and call carries five hidden fields: first and last click landing page URL, first and last click referring domain, and the converting page URL. UTM values are mapped to CRM fields too.
With that in the CRM, the dashboard groups leads by channel, UTM campaign, form and referral source, and shows what each one turned into. Referral sources that send leads by phone or in person are tracked in the CRM, so they sit next to paid and organic channels.
See our marketing attribution service for how the tracking is set up. In Salesforce, the dashboard can live inside Salesforce dashboards. For Zoho CRM or another CRM, we build it with our sister company TrussCharts (trusscharts.com).
What's included
Paid search, paid social, organic, referral, direct and more, side by side.
UTM source, medium and campaign mapped to CRM fields and grouped on the dashboard.
Which forms, chats and call numbers bring in leads, and which of those convert.
Referral partners tracked in the CRM, next to marketing channels.
Landing page and referring domain for the first and last click on each lead.
Deals, admits or customers by channel, campaign, form and referral source.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
Leads and opportunities by month. Paid, organic, and referral channels side by side. Opp % and admit % for each channel. (client dashboard, names replaced)
Every campaign across the ad platforms. Leads, opportunities, and admits per campaign. Conversion rates for each. (client dashboard, names replaced)
One row per form. Leads, opportunities, and admits per form. Conversion rates for each. (client dashboard, names replaced)
Every referral source in one table. Leads, opportunities, and admits per source. Conversion rates for each. (client dashboard, names replaced)
The tracking setup behind the dashboard
CRM outcomes sent back to the ad platforms
Salesforce, Zoho CRM or another CRM whose API allows it
Attribution dashboards built inside Salesforce
Our sister company, for custom hosted attribution dashboards
Book a free call. We look at how leads are tracked today and sketch the marketing attribution dashboard your team would use.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your forms, chats, call tracking and CRM fields.
Priced by project, not by the hour. You approve before we start.
Hidden fields and UTM mapping on every form, chat and call, saved to the CRM.
The dashboard built and checked against the CRM, then handed over with training.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
First and last click landing page URL, first and last click referring domain, the converting page URL, and the UTM values, on every form, chat and call.
Yes. Referral sources tracked in the CRM show next to paid and organic channels.
They work together. This one shows where leads come from. The ad spend attribution dashboard adds spend, so you see cost per admit or customer.
It depends. In Salesforce, much of this can live inside Salesforce dashboards, and we build those too. A TrussCharts dashboard suits Zoho CRM or other CRMs, and people who do not have a Salesforce license.
It depends on the case. Some dashboards read straight from the CRM and platform APIs, and others need the data landed in one place first. We tell you which after the free call.
By project, not by the hour. The first call is free, and you get a project quote after it.
