Methodology
Effective 2026-06-03Revenue Attribution Methodology
This page explains exactly how the AI-influenced revenue and ROI figures on your Zubby dashboard are calculated, what they include, what they deliberately exclude, and how to measure true incremental lift with an optional holdout.
What the revenue number means
The headline figure on your dashboard is AI-influenced revenue, not a guaranteed or net-new amount. It is the total value of orders where a product the shopper saw recommended by the AI agent was purchased within 30 minutes of that recommendation. This is a last-touch model: the most recent qualifying AI interaction before the order receives credit for the full order value.
How attribution is computed
When an order arrives by webhook, we match its line-item products against recommendation events for the same store within a 30-minute window ending at the order time. If at least one ordered product was recommended in that window, the order is tagged ai_last_touch and its full total is recorded as attributed revenue. If there is no match, the order is tagged none and contributes no attributed revenue. The dashboard ROI hero sums AI-influenced revenue over the selected date range and divides by your monthly plan cost to show an ROI multiple.
Why last-touch — and its honest limits
Last-touch attribution is simple, transparent, and stable, but it over-credits the agent: some of those shoppers would have purchased anyway, and crediting the entire order (rather than only the recommended line) is generous. Treat the ROI multiple as a directional indicator of value, not a measured promise of incremental profit. We deliberately do not inflate it with multi-touch weighting that would be impossible to audit.
Measuring true incremental lift (optional holdout)
To measure the revenue the agent actually caused — not just influenced — you can enable a holdout. A deterministic, configurable percentage of shopper sessions is held out from AI attribution; the rest are exposed. Incremental lift is the exposed group's conversion rate minus the holdout group's conversion rate, multiplied by exposed sessions. This isolates causation from correlation. The holdout is off by default (0%) and never changes what the shopper sees unless you turn it on.
What is never counted
We do not count orders with no qualifying recommendation in the window, orders outside the selected date range, or test/cancelled orders excluded by your platform. The number is not a billing input — your plan price is flat and independent of attributed revenue. Attribution is for your reporting and decision-making only.
Reproducing the number yourself
Every attributed order stores its attribution source and the conversation that influenced it, so the figure is auditable against your store's order log. If you want the underlying rows, export them from the Orders and Reports surfaces, or request the raw attribution export through support. We will always show you how a number was produced.