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Für MarketSharp

Set appointments are a ranking of your call centre, not your marketing.

Export signed contracts from MarketSharp, upload every lead source behind them, and rank channels on contract value.

Kein API-Schlüssel Nichts in MarketSharp zu installierenNichts zu installieren Keine Karte nötigOhne Karte

CloseRev reads a MarketSharp export of signed contracts — the homeowner's phone or email, the contract value and the date — and matches it against every source that produced the lead, including the offline ones. Remodelers buy from many sources at once and usually rank them on set appointments, which is the stage before the money. Contracts with no traceable lead are reported as Direct / Unknown.

Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von MarketSharp geprüft.

Die Lücke

You buy from twelve sources, and the only comparable number anybody produces is cost per set appointment.

MarketSharp 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.

  1. Erforderlich

    Homeowner phone or email

    On the lead or contact record. Phone carries the match for call-generated and canvassed leads alike.

  2. Erforderlich

    Contract value

    The signed amount. Not the estimate, not the issued appointment — the contract.

  3. Erforderlich

    Contract date

    When it was signed. Keep the lead date too: the gap is often months and differs by source.

  4. Optional

    Product line

    Windows, roofing, baths, siding. The ticket varies by a factor of ten and so does which source produces it.

Schritt für Schritt

So holen Sie die Datei aus MarketSharp.

Geschrieben für alle, die MarketSharp im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.

  1. Export signed contracts

    One row per contract with a homeowner contact detail, the value and the date signed.

  2. Export every lead source, not just the digital ones

    Home shows, canvassing, direct mail and referrals belong in the same file as paid search, or the comparison is rigged towards whatever is easiest to track.

  3. Take a year

    Remodeling is seasonal and the lag from lead to signature is long. A quarter compares seasons.

  4. Keep cancellations out or flag them

    A signed contract that cancels before install is not revenue. Whichever convention you choose, apply it to every source.

  5. Upload both

    The join runs on the phone and the email, normalised, with everything unmatched kept visible.

Was zurückkommt

Die Seite, die MarketSharp 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 Küchen- und Badsanierung – nicht aus einem MarketSharp-Konto.

Einem Kanal zugeordnet$770,00055% von $1,400,000
Zugeordnete Verkäufe23 von 41nur hohe Konfidenz
Durchschn. Verkauf$34,100pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Google Ads11$378,000
Meta Ads9$294,000
E‑Mail-Marketing3$98,000
Direkt / Unbekannt18$630,000

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 contract und Anzeige in einer Zeile stehen.

Set appointments rank the call centre, not the channel

The industry's default metric is cost per issued or set appointment, because it is available the same week and every lead vendor reports it.

It measures how well your team books the leads it is given, which is a real and important thing and is not the same question as which marketing to buy more of.

Sources that book easily and sign rarely — shoppers, price-led enquiries, incentive-driven show leads — look excellent at that stage and poor at the contract.

Ranking on contract value moves the decision to the stage where the money is, and the reordering between the two lists is usually large enough to be uncomfortable.

Offline sources are the majority here and they are usually excluded

Home shows, canvassing, direct mail, yard signs and referrals produce a large share of a remodeler's contracts and none of them appear in an advertising platform.

Reports built from the platforms therefore compare digital channels with each other and leave out most of the budget.

Every one of those sources can carry an identifier — a tracked number on the mail piece, a source code captured at the show, a canvasser's code on the lead record — and once it does, it ranks alongside paid search on the same money.

That comparison is frequently the one that changes the plan, because the offline sources are also the ones nobody has ever costed properly.

Product line decides the ticket more than the channel does

A bath conversion, a full roof and a whole-house window job are different amounts of money and different sales cycles.

A source that produces mostly one product will be ranked as though it produced the mix, which flatters some channels and buries others.

Where the export carries a product line, the report splits on it and the answer becomes usable: this source for roofs, that source for baths, at these costs.

Without the split, a remodeler running several product lines is reading an average that describes no real decision they can make.

Cancellations and the long lag both distort a naive read

A contract signed in March may install in July and may cancel in April, and both of those change what the marketing actually produced.

Whatever your convention — net of cancellations, or gross with a flag — the important part is applying it identically to every source, because cancellation rates differ sharply by source.

The report reads a year, which is long enough for the lag and long enough for the cancellations to have happened, and it keeps the lead date so the typical time to signature per source is visible.

That lag figure has its own use: a source with a four-month average is a source you must keep buying through the quiet season or lose the following one.

Berechtigte Fragen

„MarketSharp kann das doch schon.“ Nicht ganz.

Sie sagen

„MarketSharp already reports by lead source.“

Wir sagen

On leads and appointments, which is the stage before the money and the stage where the sources look most alike.

Sie sagen

„Our shows cannot be tracked.“

Wir sagen

A source code captured on the lead at the show is enough. It does not need to be digital to be comparable.

Sie sagen

„Cost per appointment is what our vendors report.“

Wir sagen

It is, and it is the metric they look best on. Contract value is the one you can act on.

Fragen

MarketSharp im Detail.

Noch etwas? Fragen Sie uns, und ein Mensch antwortet.

No. It reads a file you exported, so your leads, appointments and customer records are not reachable from here.

MarketSharp 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 MarketSharp zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.