Filtering Widgets by Attribution and UTM Parameters

Filter and group Contact and Opportunity widgets by campaign, source, medium, content, keyword, and ad-related fields.

Filtering by attribution

1. Add or open a Contacts/Opportunities widget.
2. Add a filter condition, choose an attribution field.
3. Choose First or Latest attribution touchpoint.
4. Choose the specific UTM field/value.

Grouping charts by source or medium

Donut and line charts group by session source/medium — requires an Attribution Type filter on the same widget to return results.

Adding UTM columns to tables

Add as table columns — same Attribution Type filter requirement applies.

Available on Contact and Opportunity widgets only.