Deal Attribution Audit

The problem

Attribution disputes arise from vague definitions and silent data loss during CRM joins. Revenue teams struggle to prove channel impact when "sourced" vs "influenced" criteria are inconsistent or technically flawed.

What it does

• Enforces a written attribution definition before analyzing data to prevent goalpost shifting.
• Maps multi-hop joins between people-based touches and company-based deals to identify record loss.
• Validates CRM flag semantics to ensure boolean filters do not return false zeros.
• Segments deals into three distinct buckets: clearly sourced, clearly not, and ambiguous.
• Reconciles analysis totals against the CRM source of truth to ensure data integrity.

Why this beats prompting it yourself

Most manual prompts ignore the technical nuances of CRM data types and join paths, leading to reports that look right but lack integrity. This skill forces a rigorous accounting methodology that isolates disputed deals instead of burying them in arbitrary allocations.

Use cases

• Resolving disputes between sales and marketing regarding lead ownership.
• Auditing agency performance to verify claimed pipeline production.
• Reporting on the specific impact of outbound sequences on closed-won revenue.
• Establishing a baseline for quarterly channel performance reviews.

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