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Für WhatConverts

A sale value somebody typed in is a claim. The invoice is the evidence.

Export your WhatConverts leads, match them against your invoices, and see where the recorded values and the real ones part company.

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

WhatConverts sits on the lead side in CloseRev: it gathers calls, forms and chats into one lead file with a source on each, which is the most complete lead side a small business is likely to have. What it records about revenue is usually a value somebody typed against the lead, and matching the leads against real invoices tests whether those values were right. Revenue with no traceable lead is reported as Direct / Unknown.

Zuletzt am 25. September 2026 anhand der eigenen Dokumentation von WhatConverts geprüft.

Die Lücke

Every lead has a quote value or a sale value on it, and nobody remembers who entered them or when.

WhatConverts 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

    Lead phone or email

    On each lead, whatever captured it — the call, the form or the chat.

  2. Erforderlich

    Source, medium and campaign

    Where the lead came from, as captured at the time rather than reconstructed later.

  3. Erforderlich

    Lead date and lead type

    When it arrived and whether it was a call, form or chat.

  4. Optional

    Recorded quote or sale value

    The value somebody entered. Kept as a separate column so it can be compared with the invoice rather than replacing it.

Schritt für Schritt

So holen Sie die Datei aus WhatConverts.

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

  1. Export every lead with its source

    Calls, forms and chats together, one row each, with the contact detail, source and date.

  2. Keep the recorded values in their own column

    They are what the report checks, so they must not be what it uses.

  3. Export invoices

    From the system that bills: customer contact detail, amount, date.

  4. Collapse repeat contacts

    A person who calls twice and fills a form is one customer. The report matches on the person, not the event.

  5. Upload both

    The join runs on the phone and the email, normalised, and the recorded value is set beside the invoiced one.

Was zurückkommt

Die Seite, die WhatConverts 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 Marketingagenturen – nicht aus einem WhatConverts-Konto.

Einem Kanal zugeordnet$326,20077% von $423,600
Zugeordnete Verkäufe128 von 172nur hohe Konfidenz
Durchschn. Verkauf$2,460pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Google Ads61$186,400
Meta Ads48$93,200
E‑Mail-Marketing19$46,600
Direkt / Unbekannt44$97,400

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 lead und Anzeige in einer Zeile stehen.

A typed-in value is self-reported revenue

Lead tracking tools let a business record a quote or a sale value against each lead, and the reports that follow rank sources by those values.

The values are only as good as the person entering them, on the day they entered them. Some are estimates, some are the first quote, some are forgotten entirely.

Matching the leads against the invoices produces the real figure beside the recorded one, per source.

Where the two agree, the recorded values can be trusted for that source. Where they diverge, the report shows which way and by how much.

The divergence is rarely random. Sources whose leads are quoted large and invoiced small tend to be the price-sensitive ones, which is a finding in itself.

One person, several contacts, one customer

A prospective customer often calls, then fills in a form, then calls again from a different phone. A lead tracker records each as a lead, which is correct for its purpose.

For revenue, it overstates the channel: three leads, one customer, one invoice.

The report matches on the person, collapsing contacts that share a phone number or an email, so each customer is counted once and credited to the source that produced them first.

It also reports how many contacts the average customer made before buying, per source, which is a useful measure of how much convincing each channel's customers needed.

Agency reporting is where this matters most

Agencies often run a lead tracker for their clients and report leads and recorded values as the result of their work.

Clients increasingly ask the obvious follow-up question: which of those leads became revenue.

The client's own invoices answer it. Exporting them and matching them against the tracker's lead file gives the agency a number the client can check against their own books.

That is a stronger report than any lead count, and it is also the one that survives a client asking whether the agency is grading its own work. It is harder to produce, which is part of why it is worth more.

Calls, forms and chats carry different intent

A phone call is usually a person ready to talk about a job. A form might be a question. A chat might be a price check.

Pooled together, the lead count mixes them and the revenue per lead describes none of them.

Ranked separately by type and by source, the picture sharpens: a channel that produces mostly chats may look busy and produce little, while one producing few calls may produce most of the money.

The report keeps the type on every row for exactly that reason.

It also helps with staffing. If calls from one source convert and chats from the same source do not, the answer may be who answers the chat and how fast, rather than whether to keep paying for the source at all.

Berechtigte Fragen

„WhatConverts kann das doch schon.“ Nicht ganz.

Sie sagen

„WhatConverts already tracks the value of each lead.“

Wir sagen

It tracks what somebody entered. The invoice is the independent check on it.

Sie sagen

„Our team enters values carefully.“

Wir sagen

Then the check will agree, and you will have evidence rather than an assumption.

Sie sagen

„We report leads to our clients already.“

Wir sagen

And the next question they ask is which leads became revenue. Their invoices answer it.

Fragen

WhatConverts im Detail.

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

No. It reads a file you exported, so your tracking, recordings and account stay where they are.

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