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Upload your Opportunity data from your CRM for Attribution in Ruler
Upload your Opportunity data from your CRM for Attribution in Ruler

How to upload and report on your Opportunities from your CRM within your Ruler Dashboard

Alexandra Favager avatar
Written by Alexandra Favager
Updated over a week ago

Not all leads will land on your website Monday, and convert by Friday. For some the sales process can be a lot longer and involve a lot more touch points to get a deal over the line and generating Revenue.

While you have this view in your CRM, one thing you may not be able to see is where your Leads are coming from, and which channels are generating leads that may never convert, or get stuck in a certain stage in your pipeline.

With Ruler Analytics Opportunity view in the dashboard you can now upload a deal before it turns into Revenue, and send this data to your other products such as Google Analytics, Ads, Bing Ads and Facebook.

How to manually upload your opportunities from your CRM into your Ruler Dashboard.

Step One - Configure your Ruler Analytics Dashboard

Configure your Opportunities to match your CRM Stages within your Ruler Dashboard.

Go to Settings > Integrations (

Under Opportunity Order, Add in your CRM Stages in the order you would like them to appear.

      The variables you set here, should match the opportunity stage you will be             uploading to Ruler. These are case sensitive so should match what you upload.

Step Two - Download the CSV Upload Template from Ruler

Once you have configured your stages in Ruler, you can then download the ready made CSV template to upload your opportunities.

Go to Settings > Imports (

And download the example CSV.

Step Three - Export your CRM lead data

Once you have the template from Ruler, it is time to start populating the sheet with your CRM data.

 How to Download your CRM Lead data will depend on the CRM you use, and each tool should have its own documentation to support this functionality. If you need anything to assist with this step let a member of the team know.

Step Four - Import your CSV into your Ruler Analytics Dashboard

Once you have populated and formatted your sheet, you can upload your data via Settings > Imports (

Select your File and Submit.

Your data should then be displayed within your Opportunity tab in your Dashboard.

If you have any questions about uploading your Opportunity data or would like to chat about upgrading your account to the Closed Loop Revenue Attribution package get in touch with a member of the team who will be happy to assist.

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