AI Stack for Revenue Attribution

Salesforce closed-won + Marketo touchpoints + ad platforms → Claude → Revenue by channel Google Sheet + exec Slack report
Matt Danese
Senior Demand Generation Manager. These stacks are built and used in production — not generated for a listicle.

Most attribution models tell you where leads came from. Revenue attribution tells you where revenue came from — and those are often very different answers. A channel that generates a high volume of MQLs may contribute almost no closed-won revenue; a lower-volume channel may be closing deals at 3× the rate. This stack connects your closed-won data from Salesforce with Marketo multi-touch attribution and ad platform spend, runs it through Claude, and produces a revenue-by-channel model you can defend in a board meeting without hedging every number.

The Stack

Input
Salesforce closed-won data Marketo touchpoints Ad platform spend
AI
Claude
Output
Revenue by channel Google Sheet Exec Slack report

The Prompt

This stack is built around the Attribution Audit Diagnostic Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.

Claude Prompt — Abbreviated
You are a B2B marketing analyst building a revenue attribution model.

Review the Salesforce closed-won data, Marketo touchpoint report, and ad spend data below.
For each marketing channel, calculate: total revenue attributed, revenue per dollar spent,
and first-touch vs. multi-touch contribution split.
Flag channels where MQL volume is high but closed-won revenue is disproportionately low.
Identify the 2–3 channels with the strongest revenue-per-dollar efficiency.
[ ... continued — see full prompt ]

The Workflow

  1. Export Salesforce closed-won opportunities

    Pull all closed-won deals from the last 90 days with campaign source, primary channel, and opportunity amount. Include the marketing campaign influence fields if your Salesforce instance tracks them.

  2. Pull Marketo multi-touch attribution report

    Export the Marketo program performance report for the same period — program touches, influenced pipeline, and influenced revenue by program type.

  3. Add paid media spend data by channel

    Include total spend per channel for the period. This is what turns an attribution report into a revenue efficiency model — dollars in vs. revenue attributed out.

  4. Run through the Attribution Audit Diagnostic prompt

    Paste all three datasets with revenue attribution framing. Claude builds a channel-by-channel revenue model, flags MQL-heavy channels with weak closed-won contribution, and identifies the highest-efficiency channels.

  5. Export to Google Sheet and post exec summary to Slack

    Paste the revenue model into a Google Sheet. Post the executive summary to your leadership Slack channel before the next pipeline review. Flag any channel that warrants a budget conversation.

What This Replaces

Related Stacks

New stacks drop weekly.

Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.

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