A workspace per client
Each client's data stays isolated, with its own record allowance and its own retention window.
For Media Buying Agencies
Buy against closed revenue instead of platform conversions
Reconcile every platform's self-reported conversions against the client's actual sales export, and optimise on what survives.
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Media Buying Agencies workspace FY2026
Client revenue traced to a channel
$896,000 64% of $1,400,000 paid
- Meta Ads $406,000 · 29%
- Google Ads $336,000 · 24%
- TikTok Ads $154,000 · 11%
- Direct / Unknown $504,000 · 36%
Direct / Unknown is shown, never shared out across the channels above.
Meta Ads · LeadFY2026 14 · (•••) •••-0134
Closed sale · FY2026 27$1,750
Matched · high confidence
The blind spot
What's actually happening
Every platform grades its own homework, and the totals across them exceed the client's real sales. Optimising to those numbers spends real money against invented credit.
What you get
Built for Media Buying Agencies.
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.
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$1,400,000paid client revenue
Attributed to a channel$896,00064% of revenue
Average deal$1,750per paid sale
Match rate69%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Meta Ads | 238 | $406,000 | 29% | |
| Google Ads | 197 | $336,000 | 24% | |
| TikTok Ads | 90 | $154,000 | 11% | |
| Direct / Unknown | 295 | $504,000 | 36% |
01
Platform-reported conversions double-count, and everyone knows it
Add up the conversions each platform claims and the total routinely exceeds the client's actual order count. Every platform counts a touch it saw, so the same sale is claimed several times over.
Reconciling against one closed-sales export gives a single number that cannot be double-claimed. The per-platform gap it exposes is usually the most valuable thing in the report — and the most uncomfortable.
02
Optimising on inflated signal costs real budget
Bidding algorithms optimise toward whatever you feed them. Feed them platform conversions and they chase the cheapest claimed conversion, not the most profitable sale.
A closed-revenue figure per platform tells you where the inflation actually is, which changes both the split and what you report at the end of the month.
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 Media Buying Agencies.
They say
Platforms will always report their own numbers.
We say
They will. This is the independent count you compare against, which is the only way to see the inflation.
They say
We buy across many clients.
We say
A workspace each, isolated, with its own allowance and retention.
They say
Our reporting stack is already built.
We say
Keep it. This produces the reconciled revenue figure that feeds it.
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 media buyers running paid social and programmatic at scale land on Agency — ten client workspaces, each isolated with its own allowance, plus white-label reports.
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 25,000 sales records / month, shared across your workspaces (+$49 per 10,000)
- 24-month history
- White-label reports — our mark removed entirely
- Single sign-on through your identity provider
- Roles, permissions and guided onboarding
- Priority support
Questions
Questions we get about Media Buying Agencies.
Anything else? Talk to us — a person answers, usually the same day.
The client's closed sales, plus each platform's lead or conversion export.
Yes — that comparison is the point of the report.
Yes, if the lead export carries a campaign column.
Yes, a workspace each.
Your logo on every plan; Agency removes the CloseRev mark.
No.
Encrypted, isolated per workspace, deletable, DPA available.
Sales rows analysed per workspace in a calendar month.
Nearby
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See how it worksStart today
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