Measurement & attribution
Campaign pipeline, referral pipeline, won revenue and ROI by partner, win rate and the partner leaderboard, each total taken from the record that produces it, with one win-rate definition on every screen.
The problem
The deal closes in the CRM and the partner drops out of the story. Every quarterly review becomes a debate about whose number is right.
How it works
Every referral is tied to the partner who sent it or received it.
As referrals move through stages, pipeline and won value update on their own.
Won revenue by partner, win rate and the leaderboard, with one win-rate definition used everywhere.
Campaign pipeline is entered on each campaign. Referral pipeline and won revenue are added up from the referrals behind them, so each referral total traces back to the deals that make it.
Partners ranked by strategic fit, with pipeline beside them, so investment follows evidence.
Every organization's data is kept apart in the database, every role is checked on every request, and the changes people make land in an audit log your admins can export.
Campaign pipeline is entered on the campaign that produced it. Referral pipeline and won revenue come from the referrals in Coselly, each tied to a partner, so those totals trace back to the deals behind them.
Yes. Win rate is defined once and measured the same way on every screen.
Yes. Partners, referrals and the audit log export as CSV for your own reporting.
Yes. The viewer role sees the dashboard without changing anything.
A 30-minute walkthrough on your program, then your workspace set up with you.