Ellos dicen
«HighLevel already has attribution reports.»
Nosotros decimos
On what it can observe — the web and tracked numbers. The client's invoices are the part it does not see.
Para HighLevel
The client did not hire you for opportunities. They hired you for sales.
Export leads from the client's sub-account, get the client's invoices, and report revenue by source that the client can check against their own books.
Sin clave de API Nada que instalar en HighLevelNada que instalar Sin tarjeta de créditoSin tarjeta
HighLevel sits on both sides for an agency — it captures the leads and tracks each client's pipeline — while the client's actual revenue lives in the client's own invoicing system. CloseRev joins the agency's lead export to the client's invoice export on the contact detail and reports revenue by source per client. For an agency the result is a number the client can verify against their own books, rather than a count of opportunities the agency marked won. Revenue with no traceable lead is reported as Direct / Unknown.
Comprobado por última vez con la documentación del propio HighLevel el 25 de septiembre de 2026.
La brecha
The monthly report shows leads, appointments and pipeline, and the client keeps asking what any of it was worth.
HighLevel 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
Contact phone or email
On the contact in the client's sub-account. It is what joins your leads to the client's invoices.
- Necesaria
Source and campaign
How the contact first arrived, from the forms, funnels and tracking the agency set up.
- Necesaria
Contact created date
When the lead arrived, so revenue can be grouped against the month the agency's work produced it.
- Necesaria
Client invoices (from the client)
Customer contact detail, amount and date from whatever the client bills from. This is the half the agency does not have.
Paso a paso
Cómo sacar el archivo de HighLevel.
Escrito para quien tiene HighLevel abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
Export the contacts from the client's sub-account
One row per contact with the contact detail, source, campaign and created date.
-
Ask the client for an invoice export
Contact detail, amount, date. It is the only half that says what the leads were worth, and it is the client's own record.
-
Keep every client separate
Never pool sub-accounts. Each client is its own file with its own window.
-
Choose a window that fits the client's sale
Days for a trade, months for a considered purchase. Agree it with the client before the first report.
-
Upload both
The join runs on the phone and the email, normalised, and the report shows revenue by source for that client.
Lo que recibe
La página que HighLevel 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 Agencias de marketing, no de una cuenta de HighLevel.
Atribuidos a un canal$326,20077% de $423,600
Ventas coincidentes128 de 172solo alta confianza
Ticket medio$2,460por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 61 | $186,400 | |
| Meta Ads | 48 | $93,200 | |
| Email marketing | 19 | $46,600 | |
| Directo / Desconocido | 44 | $97,400 |
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 client sale y el anuncio comparten una fila.
An opportunity marked won is the agency's record, not the client's
Pipelines in a CRM move when somebody moves them. In an agency-run account that is sometimes the client's staff and sometimes nobody, and a won stage can mean a booking, a quote or a sale.
Reported to the client, it is a claim about their business made from inside the agency's tool.
The client's invoices are a record they created themselves, for their own reasons, and they are the one number the client will not argue with.
Matching the agency's leads against those invoices gives revenue by source that the client can reconcile to their own accounts.
That is a harder report to produce and a much easier one to renew a retainer on.
Web tracking sees the web, and the client's phone rings too
Attribution inside a marketing platform comes from what it can observe: forms, funnel pages, tracked numbers and the parameters on a landing page.
Customers who call the client's main line, walk in, or reply to a text from their own phone are invisible to it, and some of them came from the agency's work.
Matching on the customer rather than on the session catches the ones whose contact detail appears in the lead file, however they eventually got in touch.
Whatever still cannot be matched is reported as Direct / Unknown, which is honest and is also a useful number to show a client: it is the part nobody can attribute, including the agency.
Every client is its own file
An agency may run dozens of sub-accounts with different sales cycles, prices and definitions of a sale.
Pooling them to show an agency-wide result produces an average that describes no client and invites the question of which client is subsidising which.
The report is built per client, with the window, the revenue basis and the sources agreed with that client.
That also makes the method explainable in the client meeting: two files, joined on the customer, with everything unmatched shown.
Speed to lead is where agencies and clients disagree most
Agencies generate leads and clients follow them up, and when results disappoint each tends to blame the other.
Because the lead file carries the time each lead arrived and the invoice file the sales that followed, the report can show whether leads contacted quickly closed at a different rate from leads contacted late.
Where they did, the conversation moves from whose fault it is to what the client's team can change, which is usually a better conversation for everyone.
It is one of the few things an attribution report can do for the relationship rather than just the budget.
Preguntas justas
«HighLevel ya hace eso». No exactamente.
Ellos dicen
«Our clients will not share invoices.»
Nosotros decimos
Some will not. The ones who do get a report they can check, and that tends to be the account that renews.
Ellos dicen
«We report opportunities because that is what we control.»
Nosotros decimos
That is fair, and it is also why clients discount it. Revenue is the number they are paying for.
No. It reads exported files, so your sub-accounts, funnels and automations stay where they are.
Both, partly: it holds the leads and the pipeline. The client's invoices are the revenue side.
Contacts from the client's sub-account with a contact detail, source and created date, plus the client's invoices.
Because a won stage is a record inside the agency's tool. The client's invoice is the record they trust.
No. Each client is its own file with its own window and its own definition of a sale.
If their contact detail is in the lead file, they match however they got in touch. The rest stays in Direct / Unknown.
Whatever fits the client's sale, agreed with them before the first report.
Yes, because both files carry dates, and it often moves the conversation from blame to fixes.
The report is yours to present. Its method — two files joined on the customer — is the part worth explaining.
Any client revenue with no matching lead. Showing its size is part of an honest client report.
A contact detail, a source and a date on one side; a contact detail, an amount and a date on the other. No conversations, no pipeline notes, no payment details. Encrypted in transit and at rest and deleted with the import.
Client revenue by source, per client, with the window stated, speed to lead where the dates allow, and everything unmatched kept visible.
Por sector
Sectores que usan HighLevel.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Agencias de marketingMuestre a cada cliente los ingresos que realmente generó.
- Agencias de PPC y búsqueda de pagoMuestre al cliente lo que sus campañas cerraron de verdad
- Agencias de generación de leadsCobre por los leads que cerraron, no por los que llegaron
- Agencias de SEO y contenidoDemuestre ingresos orgánicos reales, no sesiones
- Agencias de compra de mediosCompre medios según ingresos reales, no según conversiones de plataforma
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 HubSpot Equipos de ventas y marketing en HubSpot CRM Cualquiera de los dos Qué exportar Cualquiera de los dos ActiveCampaign Small and mid-sized teams Cualquiera de los dos Qué exportar Archivo de leads y llamadas WhatConverts Businesses and their agencies Archivo de leads y llamadas Qué exportar
Los 119 sistemas 
HighLevel 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 HighLevel, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.