The meeting every ops team knows
The three instruments
Architecture decisions that matter
- Account-level, not lead-level. In B2B the buying unit is the account. A lead-level model will systematically undercount committee purchases and overcount whoever happened to fill in the form.
- Sourcing versus influence, named separately. Sourced credit and influenced credit are different claims. Reporting one number that silently blends them is how the reconciliation meeting starts.
- Lookback windows derived from closed-won data. The window should come from the observed distribution of deal cycles, not from a round number someone picked. If the median cycle is 140 days, a 90-day window is discarding evidence.
- Cost accrual that matches the revenue. Spend recognized in the month it was incurred, matched against pipeline it plausibly influenced, or the efficiency ratios are noise.
How to run it
- Establish the definitions before building anything. Write them down. Get finance to sign the document, not the dashboard.
- Instrument attribution first: it is the cheapest and it produces the routing value immediately.
- Layer mix modeling once there is enough spend variance to fit against.
- Reserve incrementality tests for the two or three decisions each year that are large enough to justify withholding spend.