Sie sagen
„Close already reports won deals by lead source.“
Wir sagen
If somebody set the source correctly on every lead, for the whole period. This reads the click and the won deal rather than a field somebody maintained.
Für Close
Close tells you which rep closed it. Not which advert produced it.
Export won opportunities, upload the sources that produced the leads, and rank channels on closed value rather than on lead volume.
Kein API-Schlüssel Nichts in Close zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Close export of won opportunities — the lead's email or phone, the value and the close date — and matches it against the marketing that produced the lead before any rep touched it. Close reports on activity and outcome exceptionally well and has no view of what happened before the lead arrived. Deals with no traceable origin are reported as Direct / Unknown rather than credited to a campaign.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Close geprüft.
Die Lücke
Your dashboard shows calls made, emails sent and deals won by rep. Nothing on it says which marketing put those leads in the queue.
Close sieht
Was verkauft wurde, an wen und für wie viel.
keine gemeinsame Zeile
Ihr Anzeigenkonto sieht
Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.
Die Datei
Was im Export stehen muss.
Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.
- Erforderlich
Lead email or phone
On the lead the opportunity belongs to. A phone-led team should take both — outbound dials and inbound forms capture different halves of the same person.
- Erforderlich
Opportunity value
The won value. Where you sell annually, be consistent about whether it is first-year or total contract value across the whole file.
- Erforderlich
Won date
When the opportunity was marked won. For anything with a ramp, that is closer to the marketing than the first invoice is.
- Optional
Rep and pipeline
Both worth including. Rep separates channel quality from execution, and pipeline separates product lines that convert at different rates.
Schritt für Schritt
So holen Sie die Datei aus Close.
Geschrieben für alle, die Close im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export won opportunities
One row per won deal with a lead contact detail, the value and the won date. Lost opportunities are the denominator and are worth exporting too if you want conversion by source.
-
Separate inbound from outbound
A lead your team sourced cold did not come from marketing, and including it silently will make Direct / Unknown look like a failure of attribution rather than a description of your prospecting.
-
Export your lead sources
Paid search, paid social, content sign-ups, call tracking, marketplace and list vendors. Contact detail plus where the lead came from.
-
Cover the sales cycle on the deal side
Whatever your median time from lead to won is, the deal file should reach back at least twice that far.
-
Upload both
The join is the email and the phone, normalised, with weak links flagged rather than counted.
Was zurückkommt
Die Seite, die Close Ihnen nicht zeigen kann.
Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite B2B SaaS – nicht aus einem Close-Konto.
Einem Kanal zugeordnet$2,070,00069% von $3,000,000
Zugeordnete Verkäufe51 von 75nur hohe Konfidenz
Durchschn. Verkauf$40,000pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 18 | $720,000 | |
| LinkedIn Ads | 21 | $930,000 | |
| E‑Mail-Marketing | 12 | $420,000 | |
| Direkt / Unbekannt | 24 | $930,000 |
Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.
Das Argument
Was sich ändert, wenn deal und Anzeige in einer Zeile stehen.
Activity metrics measure the team, not the marketing
Close is built around what a rep does: dials, connects, emails, sequences, meetings. Those are the right metrics for managing a floor and they are the wrong ones for judging a channel.
A source producing engaged, well-qualified leads makes every activity metric look better without the team doing anything differently, and a source producing poor leads makes a good team look lazy.
Ranking channels on won value rather than on the activity they generated separates the two. It is the difference between knowing your reps are working and knowing your marketing is.
Speed to lead is real and it confounds the comparison
Inside sales teams live on response time, and response time is not evenly distributed across sources. Leads arriving during business hours from a form get called in minutes; leads arriving overnight or through a vendor feed sit.
So a source can look poor when what is actually poor is the routing of that source. The channel gets cut, the routing never gets examined, and the same thing happens to the next channel.
Reading won value by source alongside the rep dimension exposes it. Where one source underperforms only for the reps who work the late queue, that is an operations finding wearing a marketing costume.
Outbound leads are not marketing and should not dilute it
Many teams on Close run outbound alongside inbound. Both produce opportunities in the same pipeline and both are worked by the same people.
If the export mixes them, every marketing channel is diluted by deals marketing never touched, and the honest Direct / Unknown bucket fills up with prospecting the team did deliberately.
Where the export carries a source or a lead origin, filter or split on it before drawing conclusions. It is the most common reason these reports are read as worse than they are.
Conversion by source is more useful than volume by source
With won and lost opportunities both in the file, the report gives conversion from lead to won by source, and value per lead by source.
Those two numbers usually disagree with the volume ranking every team already has. A source producing half the leads at three times the conversion is the one to spend on, and it is invisible in any report that counts leads.
Value per lead is the one to act on, because it survives both halves of the problem at once: a source can win a high share of small deals or a low share of large ones, and only the combined figure says which is worth more to the business. Teams that switch to it usually discover their cheapest source per lead was their most expensive source per pound of revenue, which is a sentence worth reading twice before the next budget.
Berechtigte Fragen
„Close kann das doch schon.“ Nicht ganz.
Sie sagen
„Our team sources most leads themselves.“
Wir sagen
Then split outbound out before reading it, or marketing will be judged against deals it never produced.
Sie sagen
„We run short cycles.“
Wir sagen
Then the file is small and the answer arrives quickly. The method does not change.
No. It reads a file you exported, so your pipeline, your sequences and your reps' inboxes stay entirely out of reach.
Won opportunities with a lead contact detail, the value and the won date — and lost ones too if you want conversion by source.
Either, consistently across the file. Mixing them favours whichever channel happens to sell longer terms.
Split them out. Including them silently dilutes every marketing channel and inflates Direct / Unknown.
Yes, and you should. Without it the report measures execution and calls it channel performance.
Yes, if lost opportunities are in the file. It usually disagrees with the lead-volume ranking.
At least twice your median lead-to-won time.
Yes, on won value rather than on the count of records they sold you.
Direct / Unknown, reported as unmatched rather than distributed across the paid channels.
No. It adds the half before the lead existed, which Close never saw.
A contact detail, a value and a date, plus a rep or pipeline if you include them. No call recordings, no email threads, no notes, no sequences. Encrypted in transit and at rest and deleted with the import.
Won value by source, conversion by source where lost deals are included, and everything unmatched kept visible.
Nach Branche
Branchen, die Close nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- B2B SaaSWelche Kanäle haben Closed-Won gebracht – nicht MQLs?
- Personaldienstleistung & RecruitingWelche Kanäle haben Kunden gebracht, die einstellen?
- GewerbeversicherungWelche Kanäle haben policierte Verträge gebracht?
- MSPs & IT-DienstleisterWelche Kanäle haben unterschriebene Verträge gebracht?
- Leadgenerierungs-AgenturenBezahlt werden für Leads, die abschließen – nicht für Leads, die ankommen
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Eine der beiden Dateien Pipedrive Vertriebsteams, die in der Pipeline-Ansicht leben Eine der beiden Dateien Was exportieren Eine der beiden Dateien HubSpot Vertriebs- und Marketingteams mit HubSpot CRM Eine der beiden Dateien Was exportieren Eine der beiden Dateien Keap Small businesses running automated follow-up Eine der beiden Dateien Was exportieren
Alle 68 Systeme 
Close und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.
Heute starten
Zwei Exporte, und Sie wissen es.
Nichts in Close zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.