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Sales Settings

Crediting sales to your marketing

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Mapping point-of-sale referral types so sales show up against the campaigns that won them.

Last updated September 2, 2026


When your point of sale asks "how did you hear about us", the answer arrives in Gorilla Dash as a referral type. Until you map it, it means nothing to your reports.

How a sale gets credited

  1. If the customer already had a source in Gorilla Dash — they came from a form, a call or a promotion — that wins, and the sale is credited there.
  2. Otherwise, the referral type your point of sale recorded is used, according to your mapping.
  3. If there is neither, the sale is unattributed.

Mapping them

Under Sale Referral Types each one your systems have sent can be given an initial lead source and campaign, and marked as counting towards the graphs and as a digital marketing sale. Hide mapped types leaves just the ones still needing attention, and Auto-assign with AI proposes mappings for the obvious ones.

Default Referral Types is the master list seeded into new tribes, so a new tribe starts with your standard set rather than a blank screen.

Mapping does not fix history

A NEW MAPPING ONLY APPLIES TO RECENT ORDERS
Attribution is stamped onto each order, and only orders with recent activity are re-checked. Mapping a referral type today will not retrospectively credit last year's sales. If you need history corrected after a large mapping exercise, ask support to re-stamp the affected tribes.

Industries

The same pattern applies to industries, which drive the Sales by industry breakdown. Default Industry Types is the master list, and it shows how many people fall into each — useful for spotting one you have split in two by accident.

MERGING AN INDUSTRY CANNOT BE UNDONE
Merging rewrites every sale, customer and mailing list entry that pointed at it. It is the right tool for tidying duplicates, and there is no way back. Check the people counts before you merge.

A new industry mapping takes a couple of nights to show in the breakdown, because the assignment and the rebuild happen on different schedules.

Next · Sales SettingsChecking your sales connections