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Marketing

For growth marketers and demand gen teams measuring campaign performance and attribution.

Try These First

Open the agent and ask:

Which campaigns have the best lead-to-customer conversion?
Show me cost per lead by channel for the last quarter
Build a multi-touch attribution report for won deals

Key Tables

TableWhat's in it
campaignsCampaign metadata, spend, dates
leadsLead records with source and status
touchpointsMulti-touch attribution data
opportunitiesPipeline tied to leads
accountsConverted customers with ARR

Common Workflows

Campaign performance

Ask the agent:

  • "Show me ROI by campaign for Q4"
  • "Which channels have the lowest cost per SQL?"
  • "Compare conversion rates: paid search vs organic"

Attribution analysis

Understand which touchpoints drive revenue:

Show me first-touch vs last-touch attribution for closed-won deals
What's the average number of touchpoints before conversion?

Funnel metrics

Track the marketing funnel:

Show me conversion rates: Lead → MQL → SQL → Closed Won by channel

Defining Marketing Metrics

Save your key metrics to the semantic layer:

measures:
- name: cost_per_lead
type: number
sql: "SUM(spend) / NULLIF(COUNT(DISTINCT lead_id), 0)"
description: "Total spend divided by leads generated"

- name: lead_to_customer_rate
type: number
sql: "COUNT(DISTINCT CASE WHEN status = 'won' THEN lead_id END)::float / NULLIF(COUNT(DISTINCT lead_id), 0)"
description: "% of leads that become customers"

- name: pipeline_influenced
type: sum
sql: amount
filters:
- sql: "campaign_id IS NOT NULL"
description: "Pipeline value from campaign-attributed leads"

Next Steps