Data Studio template
CRM Attribution Dashboard Data Studio template
By Windsor.ai
Email & CRM Free
Best for: For B2B marketers who need to connect CRM outcomes to marketing touchpoints and paid media spend.
Overview
This free B2B template maps CRM attribution across analytics and CRM data in a Data Studio dashboard, showing how many touchpoints a lead had before converting. It reports on paid media channels at a channel-groupings level and connects to CRM systems such as HubSpot, Marketo, Pipedrive, and Zoho to tie marketing activity to CRM goals. This helps B2B marketers understand the full customer journey and evaluate ROI and CPA.
Who it's for
For B2B marketers who need to connect CRM outcomes to marketing touchpoints and paid media spend.
Questions it answers
- How many touchpoints do leads have before converting?
- Which channels contribute most to CRM goals?
- What is the ROI and CPA of each channel?
- What does the full customer journey look like across analytics and CRM?
What's inside
4 report pages:
1Channel groupings overview
2CRM goal contribution
3ROI and CPA reporting
4Customer journey and touchpoints
Key features
- Multi-touch attribution across the customer journey
- Channel-groupings reporting
- Connects 70+ media cost sources
- CRM integrations (HubSpot, Marketo, Pipedrive, Zoho, and more)
- ROI and CPA analysis
- Built for non-technical stakeholders
Set it up in minutes
- Make a copy of the template.
- Connect your data through Windsor.ai — 350+ sources, no manual exports or scripts.
- Your report populates and refreshes automatically in Data Studio.
FAQs
Is the template free?
Yes — the template is free to copy and use. Windsor.ai's connector powers the data and may need a paid plan after its free trial.
Do I need technical skills?
No. Connect your account through Windsor.ai and open the report — nothing is built from scratch.
Can I customise it?
Yes. Once you copy it, edit the charts, metrics, filters, colours and layout to match your reporting.
How often does the data update?
It refreshes automatically through Windsor.ai, so the report stays current without manual exports.
Can I use it for client reporting?
Yes. Copy the template, connect the client's account, customise and share straight from Data Studio.
Which data sources are supported?
Windsor.ai connects 350+ marketing and business sources, so you can extend the template well beyond its default connector.