Social CRM Analytics and Revenue Attribution
Postly CRM analytics links social engagement to customer outcomes. Contact capture and qualification metrics explain what entered the workflow; pipeline and revenue metrics explain what happened next.
Essential CRM reporting
All eligible CRM workspaces can review potential customers, captured and qualified contacts, secure-form completion, duplicate prevention, delivery health, open opportunities, and open or overdue tasks.
Advanced pipeline and revenue reporting
Postly CRM Advanced adds open pipeline value, won revenue, won and lost outcomes, conversion rate, stage distribution, and attribution by originating social platform. Opportunity values are intentionally separated from publishing engagement metrics so teams can distinguish audience activity from commercial outcomes.
For reliable reporting:
- Keep opportunity stages current.
- Add an estimated value only when the team has a reasonable basis for it.
- Record won and lost outcomes consistently.
- Use lost reasons to identify repeatable objections or poor-fit sources.
- Review source attribution alongside conversion, not reach alone.
What source attribution records
When available, Postly CRM preserves the originating platform, channel, social post, source URL, customer contact, and conversation. That context lets teams answer which social channels create qualified opportunities and won revenue—not only which channels create reactions.