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Mosaic is Conversion’s attribution product. It connects the marketing activity of your contacts (web visits, email clicks, event attendance, and ad leads) to the Salesforce opportunities they helped create and win, then splits each opportunity’s value across the channels that touched it. Use Mosaic to answer questions like:
  • How much pipeline did marketing influence this quarter, and from which channels?
  • Which channels show up most often before a deal closes?
  • What share of new opportunities had any marketing touch at all?
Mosaic appears in the sidebar and in Settings only when it’s enabled for your workspace. Ask your Conversion contact to turn it on.

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How Mosaic works

Mosaic builds every report from three pieces: goals, touchpoints, and an attribution model.
  1. Goals. Each Salesforce opportunity can reach two goals: it’s created (pipeline) and it’s won (revenue). The opportunity’s Amount is the value Mosaic splits.
  2. Touchpoints. Mosaic turns tracked activity into touchpoints: website sessions, marketing email clicks, campaign successes (such as attending a webinar), and lead gen form submissions from your ad platforms.
  3. Channels. Every touchpoint is assigned to a channel, such as Email, Paid Search, or Webinar, and optionally a subchannel, such as Paid Search › Google.
  4. Eligibility. For each goal, Mosaic collects the touchpoints of the eligible contacts that happened before the goal and inside the attribution window.
  5. Credit. The attribution model decides how the opportunity’s value is split across those touchpoints. A goal with no eligible touchpoints is unattributed.
Reports calculate on demand from your current settings and current CRM data. When you change a setting, every report, including past periods, reflects it the next time it loads. For the meaning of each term and metric, see Key terms.

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Pages

Go to Mosaic in the sidebar. The page has two tabs: Click Settings in the top right to open Mosaic settings, where you control which activity counts and how it maps to channels.

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Report controls

The toolbar at the top of every Mosaic tab applies to all of its cards and tables. Some cards and tables add their own controls:

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Date range presets

You can also pick a custom range on the calendar. Reports cover whole days.
The date range, model, goal, and date basis are saved in the page URL. Copy the URL to share exactly what you’re looking at. A preset like Last 30 days keeps rolling forward, so the link always shows the latest 30 days.
  • Reports: every card, chart, and table in Mosaic.
  • Settings: set up Mosaic and control touchpoints, channels, and rules.
  • Key terms: revenue, pipeline, attribution models, date basis, and every metric.
  • FAQ: common questions about Mosaic numbers.
  • Fivetran: export Mosaic touchpoints to your warehouse.