A workspace per client
Each client's data stays isolated, with its own record allowance and its own retention window.
For In-House Marketing Teams
Take a number into the budget meeting that finance already trusts
Reconcile your channel reporting against the company's own closed-sales export, so the figure you present is the one the accounts show.
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The blind spot
What's actually happening
Your dashboard says one thing and finance's ledger says another. The gap is where the marketing budget gets cut, because only one of those two numbers is trusted.
Revenue, not lead counts
Rank every channel by the revenue it closed, so a renewal conversation starts from the accounts.
Numbers the client can check
Only exact matches count automatically; anything weaker is flagged rather than assumed.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $900,000
Attributed to a channel $558,000 62% of revenue
Average deal $1,700
Match rate 73%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 168 | $279,000 | |
| Email marketing | 76 | $126,000 | |
| Paid social | 92 | $153,000 | |
| Direct / Unknown | 206 | $342,000 |
You are arguing with the accounts, and the accounts win
Platform-reported conversions do not reconcile to the general ledger, and finance notices eventually. Once that credibility goes, every marketing number in the room is discounted — including the accurate ones.
Starting from the company's own closed-sales export means your reporting and finance's reporting begin at the same figure. You are no longer asking anyone to accept a number from a system they do not audit.
Budget decisions get made either way
Spend is cut, held or increased every planning cycle whether or not anyone can prove which channels worked. The absence of evidence is not neutral; it favours whoever argues most confidently.
A reconciliation against closed revenue moves the decision from advocacy to arithmetic. It is as likely to defend a channel you believe in as to end one you do not.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What in-house marketing teams usually push back on
Finance already has a dashboard.
This does not replace it. It produces the channel-level revenue figure that dashboard has never had.
Our CRM is the source of truth.
Good — that is exactly the file to export. We reconcile to it rather than asking you to trust something else.
We only have one business unit.
Then one workspace is enough, and Growth or Enterprise will cover the volume.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most in-house marketing teams land on Enterprise — ten seats for the team and the highest monthly record allowance, since a year of closed deals is a lot of rows.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions in-house marketing teams ask
Closed sales: a customer email or phone, the amount, and a date.
Stop guessing which ads pay off.
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