Ellos dicen
«improveit 360 already reports conversion by source.»
Nosotros decimos
On stages inside the system. It has no view of the advert, the show or the mail piece that produced the lead.
Para improveit 360
Three sources, three completely different places where the money leaks.
Export sold jobs from improveit 360, upload the leads behind them, and read each source against the stage where it fails.
Sin clave de API Nada que instalar en improveit 360Nada que instalar Sin tarjeta de créditoSin tarjeta
CloseRev reads an improveit 360 export of sold jobs — the homeowner's phone or email, the sale amount and the date — and matches it against the sources that produced the lead. improveit 360's value here is its stages: issued, demoed, sold. Joining a source to each of them shows not only which channels produce revenue but where the ones that do not are losing it. Sales with no traceable lead are reported as Direct / Unknown.
Comprobado por última vez con la documentación del propio improveit 360 el 24 de septiembre de 2026.
La brecha
You know the overall issued-to-sold rate. You have never seen it per source, which is where it varies most.
improveit 360 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
Homeowner phone or email
On the prospect record. Phone is the working key; email coverage varies by source.
- Necesaria
Sale amount
The sold job value. Demoed and issued appointments are stages, not revenue.
- Necesaria
Sale date
When the job was sold. Keep the lead creation date if the export offers it.
- Opcional
Appointment result
Issued, demoed, no-show, sold, lost. This is the column that turns the report into a diagnosis rather than a ranking.
Paso a paso
Cómo sacar el archivo de improveit 360.
Escrito para quien tiene improveit 360 abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
Export sold jobs
One row per sale with a homeowner contact detail, the amount and the date.
-
Export appointment results as a second file
Issued, demoed, no-show, sold. It costs one more export and it is what makes the stage analysis possible.
-
Export every lead source
Paid search, paid social, shows, canvassing, mail and referrals, each with a contact detail and a source label.
-
Cover a year
Seasonality and a long sales cycle both argue for it, and cancellations need time to have happened.
-
Upload
The join runs on the phone and the email, normalised, with unmatched rows kept visible.
Lo que recibe
La página que improveit 360 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 Ventanas y puertas, no de una cuenta de improveit 360.
Atribuidos a un canal$605,00055% de $1,100,000
Ventas coincidentes62 de 114solo alta confianza
Ticket medio$10,400por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 29 | $286,000 | |
| Meta Ads | 26 | $253,000 | |
| Email marketing | 7 | $66,000 | |
| Directo / Desconocido | 52 | $495,000 |
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 sale y el anuncio comparten una fila.
Every source leaks at a different stage and the fix differs accordingly
One source produces appointments that nobody is home for. Another produces demos that never close. A third closes well and produces small tickets.
Those are three different problems with three different remedies, and a single blended conversion rate makes all of them invisible.
Joining the source to the appointment result gives a per-source funnel: issued, demoed, sold, average ticket. It is more diagnostic than any revenue ranking on its own.
It also stops a good channel being cancelled for an operational failure — no-show rates are usually about confirmation calls and scheduling, not about the advert.
No-show rate is the cheapest thing to fix and nobody measures it by source
An issued appointment the homeowner does not keep costs a sales rep's afternoon and produces nothing.
No-show rates vary sharply by how the lead arrived: an incentivised show lead behaves quite differently from somebody who called about a leaking roof.
With the result column joined to the source, the report puts a number on that, and it is usually the fastest improvement available anywhere in the file.
Nothing about that change touches the marketing budget, which is precisely why it gets overlooked in a report built only on revenue.
Average ticket is a property of the source, not only of the seller
Sources differ in what they bring: a full-home enquiry, a single-room job, a price-shopper looking for the cheapest option.
Ranked on total revenue alone, a source that produced many small jobs can outrank one that produced a few large ones, and the cost of servicing them is nowhere in the comparison.
The report gives average sold value alongside the total, which usually reorders the list and occasionally reverses it.
Where a product line is in the export, the same split makes the difference explicit rather than leaving it to be inferred.
The lead file must include what the platforms cannot see
Home shows, canvassing, direct mail and referrals produce a great deal of this industry's revenue and none of it appears in an advertising account.
A report assembled from platform data therefore compares the digital sources with each other and silently excludes the rest of the budget.
Each of those sources can carry an identifier on the lead record, and once it does it ranks on the same money as everything else.
The comparison that follows is often uncomfortable in a useful way: the cheapest source of sold revenue in a remodeling company is frequently not a digital one at all. It is also the source with no dashboard, no account manager and nobody inside the business arguing for it, which is part of why it goes unmeasured for years.
Preguntas justas
«improveit 360 ya hace eso». No exactamente.
Ellos dicen
«Our no-show rate is a scheduling problem.»
Nosotros decimos
Usually yes — and knowing which sources it concentrates in is how you fix it without cutting a channel that works.
Ellos dicen
«We only buy digital.»
Nosotros decimos
Then the report will confirm it quickly, and the offline comparison is there when you try one.
No. It reads files you exported; your prospects, appointments and jobs are not reachable from here.
Sold jobs with a homeowner contact detail, the amount and the date. Appointment results as a second file if you can.
A per-source funnel — issued, demoed, sold — which shows where each channel loses money rather than only how much.
Yes, where the result column is included, and it is usually the fastest fix in the file.
A year, because the cycle is long, the business is seasonal and cancellations need time to appear.
Enough to reorder the ranking. Many small jobs and a few large ones can show the same total and be worth different amounts.
Yes, and excluding them compares only part of the budget. A source code on the lead record is all it takes.
Your convention, applied identically to every source, because rates differ between them.
Yes, where the export carries one, and it is the split that makes the ranking usable for a company selling several product lines at once.
Any sale with no traceable lead. Its size is reported rather than distributed across the sources that do have data.
A contact detail, an amount and a date, plus a result or product line if you include them. No addresses required, no financing details, no card data. Encrypted in transit and at rest and deleted with the import.
Sold revenue per source, a per-source funnel where results are included, average ticket alongside the total, and everything unmatched kept visible.
Por sector
Sectores que usan improveit 360.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Ventanas y puertas¿Qué canales generaron obras instaladas?
- Remodelación de cocinas y baños¿Qué canales generaron remodelaciones firmadas?
- Contratistas de techos¿Qué anuncios produjeron techos firmados?
- Instaladores solares¿Qué canales generaron sistemas instalados?
- Servicios para el hogar¿Qué anuncios produjeron trabajos, y no solo llamadas?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Archivo de ventas cerradas MarketSharp Home improvement remodelers Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas AccuLynx Roofing contractors Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas FieldPulse Trade contractors Archivo de ventas cerradas Qué exportar
Los 97 sistemas 
improveit 360 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 improveit 360, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.