---
title: "Plan-level attribution report | Cometly Academy"
description: "Self-serve SaaS rarely has one plan. Free trials, $1 trials, monthly Pro, annual Pro, Enterprise contracts — each has different conversion rates, LTV, and channel mix. This report breaks attribution down by plan so you can scale spend toward whichever plans your CFO actually wants more of."
source: "https://www.cometly.com/academy/plan-level-attribution"
---

# Plan-level attribution report

Free trials, $1 trials, Pro, Enterprise — each behaves differently.

- Module 03: Product-Led Growth Reports
- Lesson: 3.7
- Track: PLG
- Format: Report
- Read time: 8 min

Self-serve SaaS rarely has one plan. Free trials, $1 trials, monthly Pro, annual Pro, Enterprise contracts — each has different conversion rates, LTV, and channel mix. This report breaks attribution down by plan so you can scale spend toward whichever plans your CFO actually wants more of.

## Key takeaways

- Use a plan-name filter on each Cometly event mapped from Stripe
- Add a Plan dimension to your source attribution report as a column or grouping
- Track LTV by plan to allocate ad spend toward the highest-margin tier
- Identify channels that over-index on free trials vs paid plans
- Use plan-level audiences in your ad platforms to bias toward higher-LTV customers

Plan-level reporting is what turns generic PLG attribution into something your finance team can act on. Not every customer is created equal — a Pro Annual user is worth 5x a Pro Monthly user, and an Enterprise contract is worth 50x. Allocating spend without knowing which plans each channel attracts means you’re guessing about half the economics.

## Why it matters

A Meta campaign that delivers 100 Pro Monthly trials at $30 CAC and a LinkedIn campaign that delivers 20 Pro Annual trials at $200 CAC look very different on a cost-per-trial report — but they’re actually similarly profitable if you account for plan LTV. Plan-level attribution makes that visible.

## Setting up plan tags

Add a plan-name filter to each of your Cometly Stripe events: Trial Started (Pro Monthly), Trial Started (Pro Annual), Trial Started (Enterprise). Cometly will pull the plan name directly from Stripe and you can use it as a filter or grouping in any report.

Build a Source Attribution report with Plan as the column dimension. Each row is a source, each column is a plan, and each cell is the count of trials, customers, or revenue for that source/plan combination.

- Tag each Stripe event with a plan filter
- Group source-attribution reports by Plan
- Calculate plan-level LTV separately and use as the bidding value
- Build separate lookalike audiences for high-LTV plans

## Acting on plan mix

Look for channels with a plan-mix bias. A channel that over-indexes on Pro Annual and Enterprise is usually a high-intent channel worth scaling at the plan level — even if its raw cost-per-trial looks expensive. A channel that over-indexes on free trials with low conversion is usually a top-of-funnel awareness channel that needs longer cohort horizons before judgment.

Sync plan-level audiences back to your ad platforms as separate lookalikes. A 1% lookalike on Pro Annual customers performs very differently than a 1% lookalike on all customers — usually with much higher LTV.

## Common pitfalls

### Reporting only blended LTV

Blended LTV averages out a 50x range across plans. Always break by plan before making spend decisions.

### Optimizing on Trial Started without plan filter

Meta will deliver more of whatever plan converts cheapest — usually free trials. Filter the event by plan to keep the algorithm focused on high-value plans.

### Treating annual and monthly the same

Annual contracts are 12x the up-front revenue and usually 1.3–1.8x the LTV of monthly. Worth their own dedicated treatment.