Reporting

Align.ly Attribution

  • Getting Started: Understanding the Data Schema

  • Getting Started: Creating a Custom Report Type

  • Getting Started: Creating a Base Report Template

  • Sample Report: Sourced Pipeline Models

  • Sample Report: Sourced Bookings Models

  • Sample Report: Sourced Count of Opportunities

  • Sample Dashboard: Marketing Sourced Funnel

  • Pro Tip: Adding Custom Formula Fields to Campaign Member

  • Advanced: Dashboards with Google Data Studio