Closed revenue, not pipeline stages
Rank channels by the revenue they closed rather than the opportunities they created.
For Credit Unions
Which channels produced funded accounts and loans?
Match funded loans, opened accounts and the balances behind them to the campaigns that produced the member.
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Credit Unions workspace FY2026
Funded balances traced to a channel
$2,040,000 34% of $6,000,000 paid
- Google Ads $1,260,000 · 21%
- Meta Ads $780,000 · 13%
- Direct mail $1,080,000 · 18%
- Direct / Unknown $2,880,000 · 48%
Direct / Unknown is shown, never shared out across the channels above.
Google Ads · LeadFY2026 14 · (•••) •••-0134
Closed sale · FY2026 27$3,140
Matched · high confidence
The blind spot
What's actually happening
Applications are easy to generate and expensive to process. Funded balances are what the balance sheet records, and marketing is almost never measured against them.
What you get
Built for Credit Unions.
Cycles longer than any attribution window
A contract signed four quarters after the click still credits that campaign.
Defensible in a board pack
Only exact matches count automatically; unmatched revenue is shown, never redistributed.
A worked example
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.
Total revenue$6,000,000paid funded balances
Attributed to a channel$2,040,00034% of revenue
Average deal$3,140per paid sale
Match rate71%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 412 | $1,260,000 | 21% | |
| Meta Ads | 258 | $780,000 | 13% | |
| Direct mail | 351 | $1,080,000 | 18% | |
| Direct / Unknown | 943 | $2,880,000 | 48% |
01
An application is a cost until it funds
Application volume is the metric most credit unions report, and it rewards whichever channel produces the most people who will not qualify. Every one of those costs staff time and produces nothing.
Ranking on funded balances rather than applications makes the underwriting funnel visible in the marketing report, and it routinely shows that the cheapest applications come from the most expensive channel.
02
Membership is a decades-long relationship
A member who joins for an auto loan may hold a mortgage, a card and a deposit relationship for twenty years. Judged on the first loan, the channel that produced them is undervalued many times over.
Because the match is on the member, every later product credits the original channel, which is the only basis on which member acquisition spend can honestly be compared to product-level campaigns.
Why it matters
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.
Honest answers
The pushback we hear from Credit Unions.
They say
We report on applications.
We say
Which is the problem. Applications that never fund appear as unmatched leads and cost nothing against your allowance.
They say
We are examined and regulated.
We say
Nothing is inferred and nothing is redistributed. Unmatched revenue stays unmatched, and every counted match traces to two records.
They say
Member data cannot leave our control loosely.
We say
Only a contact detail, an amount and a date are needed. No account numbers, no balances beyond the figure you choose to export. Encrypted, isolated, deletable, DPA available.
Pricing
Flat monthly pricing. No per-call fees.
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most credit unions and community financial institutions 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.
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
- Single sign-on through your identity provider
- Your logo on every report
- Roles, permissions and guided onboarding
- Priority support
Questions
Questions we get about Credit Unions.
Anything else? Talk to us — a person answers, usually the same day.
Funded loans or opened accounts: a member contact email or phone, the amount, and a date.
Yes — applications are the source file, funded accounts the sales file.
Yes — they credit the channel that produced the member.
Yes, with a product column.
Yes, with the relevant column.
Upload the response or enquiry list as a source file.
Encrypted, isolated per workspace, deletable, DPA available.
Funded or account rows analysed in a calendar month. Application rows do not count.
Nearby
Also worth reading.
Commercial Banking
Match funded commercial relationships to the enquiries and campaigns that produced them, across a cycle that runs months and involves a relationship manager.
See how it worksMortgage Brokers
Match funded loans and commission to the enquiries and ads that produced them, across a cycle that runs weeks to months.
See how it worksFintech & Payments
Match activated accounts and the revenue they process to the campaigns that produced the signup — because a signup that never transacts is not a customer.
See how it worksStart today
Stop guessing which ads pay off.
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