Attract and measure
Origin log, opportunities and closures
CSV log to track each contact from its origin through opportunity and closure. Records source, medium, campaign, stage and outcome to attribute sales by channel without relying only on the ad platform report.
In this guide
Instructions
- Record each contact with its origin at the moment it arrives.
- Do not change the origin afterward.
- Update stage and outcome as it progresses.
- Count at month end by origin: contacts, opportunities and sales.
Bring it to your business
Download resource| ID | First contact date | Source | Medium | Campaign | Contact channel | Stage (Contact/Opportunity/Sale/Lost) | Owner | Sale value | Close date | Reason if lost |
|---|---|---|---|---|---|---|---|---|---|---|
| EJ-001 | 2026-02-03 | cpc | ejemplo-rodamientos | Opportunity | Advisor 1 | Synthetic example | ||||
Keep exploring
Attract and measure
From campaign to sale: what to measure and how to connect the journey
Knowing how many visits a campaign brought is little use if you don't know how many of those visits became sales. This guide explains how to connect the journey from visit to contact, opportunity and sale with source, UTM and identification, and what attribution and consent limits you should keep in mind.