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Pipeline Doc

Pipeline contribution

Marketing-sourced vs.Influenced pipeline by campaign, with deal-stage progression and weighted ARR.

Eluu — pipeline-contribution
Shown in preview
Salesforce Google Sheets
Runtime ~120s per run
Tokens ~12K per run
Owner a marketing operations colleague

Works with

Pick whichever tool your team already uses.

  • CRM
    Salesforce HubSpot Pipedrive
  • Spreadsheet
    Google Sheets Excel
Salesforce
Salesforce Pull deals
T
Tag Sourced vs influenced
Google Sheets
Doc Compose contribution doc

What it does

Splits pipeline by sourcing model so marketing can see where they’re creating opportunities versus accelerating ones already in flight.The colleague pulls campaign-attributed deals, reconciles them against the source-of-truth CRM, and composes a structured contribution doc with sourced/influenced split, deal-stage funnel, and weighted ARR per channel.

How it works

  1. Pull deals. The colleague queries the CRM for open and recently-closed opportunities along with first-touch and last-touch attribution.
  2. Tag and split. Deals are tagged as marketing-sourced (first-touch) or marketing-influenced (any-touch) and grouped by campaign and source channel.
  3. Compose. A contribution doc is rendered with the sourced/influenced split, deal-stage funnel chart, and a narrative summary of week-over-week changes.

Setup

  • Connect any CRM (Salesforce, HubSpot, or Pipedrive) with attribution enabled.
  • Connect a spreadsheet destination (Google Sheets or Excel).
  • Configure the campaign attribution model (first-touch / last-touch / multi-touch).

Variations

  • Run weekly or monthly cadence.
  • Send the doc as an email digest instead of a Google Doc.
  • Slice by region or sales segment in addition to campaign.