Understand inquiry sources
Keep available campaign and referral information connected to the inquiry.
Marketing attribution and business reporting
Connect inquiries to sales progress and won work so you can make better decisions about where to spend time and money.
Operant connects the available information from your website, marketing and CRM into reporting that answers your business questions. See which sources bring inquiries, where follow-up slows down and which opportunities become work.
Keep available campaign and referral information connected to the inquiry.
See open opportunities, ownership and the next action alongside outcomes.
Agree whether a report shows won work, invoices or payments, and identify gaps.
Consent choices, blocked tracking, offline conversations and missing records can leave gaps. Reports should show what is known and what is unavailable. An attribution model assigns credit using agreed rules; it does not prove that a marketing channel caused a sale.
We use the agreed records and definitions, respect measurement choices and avoid filling missing source information with guesses.
Tell us what you need to understand: where inquiries come from, which estimates need attention or how marketing connects to won work. We scope the data connections and reporting around that question, including any ongoing review.
Share your current tools and the problem you want to solve. We will discuss the project, scope and investment.