Home and attributed revenue

Home is the first screen of your workspace. It shows what Boom did across every campaign, initiative and inbound conversation at once: the revenue it earned, the customers it reached, how much of the work the AI handled, and what your customers talk about. Attributed revenue is the page behind the revenue number: the rule, every credited order, and which initiative earned it.

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What Home shows

A workspace with sales in more than one currency leads with the one with the most sales and lists the others beside it. Boom never converts between currencies.

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Customer themes

Each initiative’s extraction names topics and problems in its own words, so the same complaint can appear under several labels. Every night Boom groups the labels it hasn’t seen before into a few themes for your whole workspace, and Home counts each conversation once per theme. Only the labels are sent to the model, never the conversations. Admins can change the grouping from What your customers say → Edit themes: move a label to another theme, leave it under its own name, or create, rename and delete themes. Boom never undoes a change you made. A rename shows at once; a move or a delete shows on Home a few minutes after you finish editing. Quotes. Under each theme, Home shows up to three things customers said in the period’s conversations. Phone numbers, emails and long numbers (cards, accounts, IDs) are hidden. Quotes are read from the conversation each time, never copied, so deleting a conversation removes its quotes too. Only people who can read conversations see them, and an admin can turn them off for the whole workspace in Edit themes.

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How a sale is attributed

One rule, applied the same way to every workspace:

1. Each sale counts once. The sum by initiative always equals the total.
2. The last Boom message before the purchase takes it. A message that was sent (not one that failed), from a campaign, an initiative, or an inbound conversation that the AI or your team answered. In a campaign or an initiative, a template counts even if the customer never replied.
3. Only inside the window. From the first message of a conversation until 48 hours (or the window you set) after its last step.
4. Post-purchase flows don’t take credit, when Boom can tell what they are. Under Automatic, an initiative is left out when it is transactional, a survey, or a journey started by an order event (confirmed, shipped, delivered, refunded) or by the sale itself. A post-purchase flow started any other way, for example from a segment of recent buyers, still earns credit until you set it to Never.

What a sale is comes from your workspace’s main conversion: a CDP event such as a completed checkout, or a CDP object such as an order, with its amount and any conditions a sale must meet (for example, not cancelled or refunded). Workspaces that connect a Shopify store start with a conversion already set: completed checkouts, valued from the order, leaving out cancelled orders, unpaid or refunded orders, and automatic subscription renewals (a renewal that followed a failed charge still counts).

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Attributed revenue

The page lists:

• the total, the number of orders, and the share of all your sales Boom earned;
• the rule above, with your window;
• every initiative, whether it earns sales credit, and why (Automatic decides from what the initiative is; Always and Never override it). See impact shows what a change would do over the last 30 days before you make it;
• revenue by initiative;
• every credited order: when, the customer (first name and last initial only), the amount, the initiative that earned it, how long before the purchase Boom’s message went and who wrote it, and the other initiatives that were in touch.

An initiative’s own analytics page reads these same credits for a success metric on your sale, so for the same environment and period it adds up the same revenue; see Sales metrics read Home.

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Changing what counts as a sale

Admins can edit the main conversion from Attributed revenue → Edit conversion. Every change previews its effect over the last 30 days before you save it. Then choose:

• Apply from today: new sales follow the new definition; past sales keep the one they were counted under.
• Recalculate history: every sale of the last year is counted again under the new definition. Home updates when the recalculation finishes.

Changing an initiative’s sales credit counts the last year’s sales again under the current definition (sales from before it keep the definition they were counted under). Home updates when that finishes.

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Who can see what