Agente di Report sulla Qualità delle Sorgenti

Source Quality, Not Attribution

The Source Quality Report Agent answers one question marketing and sales actually share: which sources are producing closed-won deals, at what win rate, at what ACV. That's it. No multi-touch modeling, no last-click debates, no B2B-attribution PhD. Just the unambiguous question the revenue team needs answered weekly.

How It Works

The agent runs every Monday. It pulls every closed-won and closed-lost deal from the last 90 days. For each deal it reads the first-touch source and campaign recorded at lead creation — the one fact both teams agree exists and can be audited. It groups by source and campaign and computes: deal count, win rate, average ACV, total ACV, and sales cycle. Every source with ≥5 deals in the window gets a row; smaller sources are pooled into 'low-volume.'

Results write back to the campaign record in HubSpot Marketing or Marketo as source_quality_rollup custom fields, so marketing can segment and filter in their existing campaign UI. A Slack digest goes to the revenue-ops channel with the top 3 and bottom 3 sources this week.

Why the Name Matters

The panel explicitly dropped the word "attribution" from this agent. Attribution implies a model; models imply arguments about the model. This agent reports first-touch source quality — a fact, not a model — and the output field name is visible in the CRM so there's no ambiguity about what it measures.

Required Connections

• Salesforce or HubSpot CRM — closed-won and closed-lost records
• HubSpot Marketing or Marketo — campaign-record writeback
• Slack — weekly digest to the revenue-ops channel