Helena Marsh
Platinum client
Anniversary in 6 days
Attribution and leaderboard
Clienteling sales attribution, per associate
Clienteling sales attribution credits a purchase to the associate who messaged that client within the attribution window before it. Clientele matches every POS and online sale to sent outreach, credits the latest message, and shows revenue influenced per associate on a leaderboard.
- Attribution window of 14 days by default, set per organization
- One credit per purchase, latest sent message wins
- Reports for 7, 30, 90 and 365 days
Revenue influenced
$84,260
Attributed sales
37
Messages sent
412
Leaderboard, last 30 days, window 14 days
-
Claire Duval$31,400
12 sales from 118 messages sent
-
Theo Martins$24,900
11 sales from 96 messages sent
-
Ines Carvalho$17,760
9 sales from 121 messages sent
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Paul Weber$10,200
5 sales from 77 messages sent
Sample data for illustration.
Why it matters
Clienteling programs die when nobody can prove they work
Every retail director has seen it. A clienteling program launches with energy, associates send messages for a few weeks, and by the next budget review nobody can say what it earned. The sale happened at the till, the message happened on a phone, and the two never met in a report. The program quietly stops.
Attribution connects them. When the message and the purchase both live in the same system, the link is a matter of dates: did this associate reach this client shortly before the client bought? If yes, the associate gets the credit and the store gets a number it can defend. It also changes behaviour on the floor, because associates see their outreach turn into revenue with their name next to it.
Three examples with a 14 day window
The rule is short, but examples make it concrete. In each case the client bought in store and the sale arrived from the point of sale.
-
01
Credited
Claire sends Helena a WhatsApp on 2 May about eternity bands. Helena buys one for $6,400 on 8 May, six days later. The sale is credited to Claire and appears in her revenue influenced.
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02
Not credited
Theo emails Julian on 1 May about a new coat. Julian buys on 20 May, nineteen days later, outside the 14 day window. The sale counts for the store but not as clienteling revenue.
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03
Latest message wins
Ines messages Keiko on 3 May, Paul on 10 May after a reassignment. Keiko buys on 12 May. Both messages are inside the window, so the credit goes to Paul, who sent the latest one.
The attribution rules in one table
How Clientele decides whether a purchase is credited to an associate
Window
- How it works
- 14 days before the purchase by default, set per organization
Qualifying message
- How it works
- Outbound, actually sent, written by an associate, to the same client
Not counted
- How it works
- Messages blocked for missing consent, still scheduled for quiet hours, or failed
Several messages
- How it works
- The latest sent message inside the window takes the credit
Credits per purchase
- How it works
- Exactly one, a purchase is never counted twice
Amount credited
- How it works
- The purchase total
When matching runs
- How it works
- After every import, plus an hourly sweep of unattributed purchases from the last 30 days
| Rule | How it works |
|---|---|
| Window | 14 days before the purchase by default, set per organization |
| Qualifying message | Outbound, actually sent, written by an associate, to the same client |
| Not counted | Messages blocked for missing consent, still scheduled for quiet hours, or failed |
| Several messages | The latest sent message inside the window takes the credit |
| Credits per purchase | Exactly one, a purchase is never counted twice |
| Amount credited | The purchase total |
| When matching runs | After every import, plus an hourly sweep of unattributed purchases from the last 30 days |
What the report shows a manager
The attribution report opens on three numbers for the chosen period of 7, 30, 90 or 365 days: revenue influenced, attributed sales and messages sent. Below them, the leaderboard ranks associates by revenue influenced and shows, for each one, how many sales were credited and how many messages they sent.
Underneath, the most recent attributed sales are listed one by one with the client, the associate and the amount, so a manager can check any number against a real sale. Nothing is a model or an estimate: every dollar points to a purchase and the message before it.
Using the leaderboard well
Read revenue together with messages sent. An associate with fewer sales from far fewer messages may have the stronger book, and a new associate inherits clients whose history takes time to pay off. The leaderboard is best used to spot what top advisors do differently, then share it across the team.
Choosing the right window for your trade
Fourteen days fits most boutiques, where a client who hears about a new arrival tends to visit within a week or two. Longer buying cycles call for a longer window. An engagement ring upgrade or a watch allocation can take a month of conversations before the sale. A short window under-credits patient selling; a very long one credits messages that had little to do with the purchase.
Pick one, keep it stable for a quarter so periods compare fairly, and review it with real attributed sales in front of you.
Data in, credit out
Attribution is only as good as the purchases it sees. Brand and higher plans bring sales in as they happen through POS connectors, Shopify sync and e-commerce webhooks; CSV imports work too. Read how the CRM and POS software connection works.
The messages that earn credit usually start in the Money Feed and are written with AI clienteling. See the whole loop in the clienteling software demo, and compare plans on the pricing page.
FAQ
How clienteling sales attribution is counted
What is clienteling sales attribution?
Clienteling sales attribution credits a sale to the associate whose personal outreach came before it. In Clientele, when a client buys within the attribution window after a message an associate sent, the purchase is credited to that associate and counted as revenue influenced by clienteling.
How long is the attribution window?
Fourteen days by default, set per organization. A purchase is credited when a sent message from an associate reached the same client within that many days before the purchase. Stores with long buying cycles, such as engagement rings or watches, often choose a longer window.
What if two associates messaged the same client?
The latest sent message inside the window wins, and each purchase is credited once. In practice this is rare, because a client sits in one associate's book and never appears in two Money Feeds on the same day.
Do blocked or scheduled messages count?
No. Only messages that were actually sent count. A message blocked for missing consent, or still waiting for quiet hours to end, cannot earn credit for a sale.
Which purchases are matched?
Purchases that reach Clientele from your point of sale or online store: Shopify sync, POS connectors and e-commerce webhooks, or CSV imports. Matching runs after every import and in an hourly sweep that checks all unattributed purchases from the last 30 days.
Which plans include sales attribution?
Brand and higher. Brand is $299 a month billed yearly for up to 15 associates in 3 stores and includes the associate leaderboard and the revenue influenced report. Flagship adds multi store reporting.
Start with the clients worth contacting
Attribution measures what outreach earns. The demo shows where it starts: the first five clients to contact from your list, the reason and the value at stake.
Plans from $99 a month billed yearly. Subscriptions only, cancel at the end of any period.