Ellos dicen
«Close already reports won deals by lead source.»
Nosotros decimos
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.
Para 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.
Sin clave de API Nada que instalar en CloseNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio Close el 24 de septiembre de 2026.
La brecha
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 ve
Qué se vendió, a quién y por cuánto.
ninguna fila en común
Su cuenta publicitaria ve
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Qué debe contener la exportación.
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
- Necesaria
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.
- Necesaria
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.
- Necesaria
Won date
When the opportunity was marked won. For anything with a ramp, that is closer to the marketing than the first invoice is.
- Opcional
Rep and pipeline
Both worth including. Rep separates channel quality from execution, and pipeline separates product lines that convert at different rates.
Paso a paso
Cómo sacar el archivo de Close.
Escrito para quien tiene Close abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
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.
Lo que recibe
La página que Close no puede mostrarle.
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página SaaS B2B, no de una cuenta de Close.
Atribuidos a un canal$2,070,00069% de $3,000,000
Ventas coincidentes51 de 75solo alta confianza
Ticket medio$40,000por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 18 | $720,000 | |
| LinkedIn Ads | 21 | $930,000 | |
| Email marketing | 12 | $420,000 | |
| Directo / Desconocido | 24 | $930,000 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Qué cambia cuando cada deal y el anuncio comparten una fila.
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.
Preguntas justas
«Close ya hace eso». No exactamente.
Ellos dicen
«Our team sources most leads themselves.»
Nosotros decimos
Then split outbound out before reading it, or marketing will be judged against deals it never produced.
Ellos dicen
«We run short cycles.»
Nosotros decimos
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.
Por sector
Sectores que usan Close.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- SaaS B2B¿Qué canales produjeron oportunidades ganadas, y no MQL?
- Staffing y reclutamiento¿Qué canales trajeron clientes que contratan?
- Seguros comerciales¿Qué canales generaron pólizas emitidas?
- MSP y servicios de TI¿Qué canales generaron contratos firmados?
- Agencias de generación de leadsCobre por los leads que cerraron, no por los que llegaron
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Cualquiera de los dos Pipedrive Equipos de ventas que viven en la vista del pipeline Cualquiera de los dos Qué exportar Cualquiera de los dos HubSpot Equipos de ventas y marketing en HubSpot CRM Cualquiera de los dos Qué exportar Cualquiera de los dos Keap Small businesses running automated follow-up Cualquiera de los dos Qué exportar
Los 68 sistemas 
Close y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Dos exportaciones y lo sabrá.
Nada que instalar en Close, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.