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Para 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.

Sin clave de API Nada que instalar en WhatConvertsNada que instalar Sin tarjeta de créditoSin tarjeta

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.

Comprobado por última vez con la documentación del propio WhatConverts el 25 de septiembre de 2026.

La brecha

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

WhatConverts 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.

  1. Necesaria

    Lead phone or email

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

  2. Necesaria

    Source, medium and campaign

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

  3. Necesaria

    Lead date and lead type

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

  4. Opcional

    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.

Paso a paso

Cómo sacar el archivo de WhatConverts.

Escrito para quien tiene WhatConverts abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.

  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.

Lo que recibe

La página que WhatConverts 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 WhatConverts.

Atribuidos a un canal$326,20077% de $423,600
Ventas coincidentes128 de 172solo alta confianza
Ticket medio$2,460por venta pagada
CanalProporciónVentasIngresos
Google Ads61$186,400
Meta Ads48$93,200
Email marketing19$46,600
Directo / Desconocido44$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 lead y el anuncio comparten una fila.

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.

Preguntas justas

«WhatConverts ya hace eso». No exactamente.

Ellos dicen

«WhatConverts already tracks the value of each lead.»

Nosotros decimos

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

Ellos dicen

«Our team enters values carefully.»

Nosotros decimos

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

Ellos dicen

«We report leads to our clients already.»

Nosotros decimos

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

Preguntas

WhatConverts, en concreto.

¿Algo más? Pregúntenos y le responderá una persona.

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

WhatConverts 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 WhatConverts, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.