A workspace per client
Each client's data stays isolated, with its own record allowance and its own retention window.
For PPC & Paid Search Agencies
Show the client what your campaigns actually closed
Match each client's closed-sales export to the campaigns you ran, so a renewal starts from their revenue rather than your dashboard.
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PPC & Paid Search Agencies workspace FY2026
Client revenue traced to a channel
$804,000 67% of $1,200,000 paid
- Google Ads $528,000 · 44%
- Microsoft Ads $108,000 · 9%
- Meta Ads $168,000 · 14%
- Direct / Unknown $396,000 · 33%
Direct / Unknown is shown, never shared out across the channels above.
Google Ads · LeadFY2026 14 · (•••) •••-0134
Closed sale · FY2026 27$1,600
Matched · high confidence
The blind spot
What's actually happening
Every quarter you defend the account with platform-reported conversions, and every quarter the client's finance team can't find those numbers in their own accounts.
What you get
Built for PPC & Paid Search 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$1,200,000paid client revenue
Attributed to a channel$804,00067% of revenue
Average deal$1,600per paid sale
Match rate71%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 326 | $528,000 | 44% | |
| Microsoft Ads | 68 | $108,000 | 9% | |
| Meta Ads | 104 | $168,000 | 14% | |
| Direct / Unknown | 244 | $396,000 | 33% |
01
The renewal is decided on their numbers, not yours
A client renews on what their accounting shows, not on what your platform dashboard shows. When those two disagree — and they always do, because a platform counts conversions and a ledger counts money — the disagreement is the account's biggest risk.
Starting from the client's own closed-sales export removes the argument. You are no longer asking them to trust a figure from a system they do not control; you are handing back their revenue, sorted by the campaigns that produced it.
02
One workspace per client, one report each
Running ten clients through one spreadsheet is how data ends up in the wrong deck. Each client gets an isolated workspace, its own record allowance and its own retention window, so nothing crosses.
Reports carry your logo on every plan, and the Agency plan removes our mark entirely — the client sees your reporting, not ours.
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 PPC & Paid Search Agencies.
They say
Our clients' CRMs are all different.
We say
Which is why the input is a CSV. Any column layout works, and the mapping is confirmed once per client and remembered.
They say
Some clients won't share sales data.
We say
Then those stay on platform reporting and you show the difference on the ones that do. The gap between the two usually persuades the rest.
They say
We already report in Looker Studio.
We say
Keep it. This produces the closed-revenue figure that goes into it — we are the reconciliation, not the dashboard.
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 paid search and performance agencies 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 PPC & Paid Search Agencies.
Anything else? Talk to us — a person answers, usually the same day.
Closed sales: a customer email or phone, the amount, and a date.
Yes — a workspace each, isolated, with its own allowance and retention.
Your logo on every plan; the Agency plan removes the CloseRev mark entirely.
Ten client workspaces on Agency, and more at $25 each.
Yes, if the lead export carries a campaign column.
No, and if the client already runs a call tracker we read its export.
Encrypted, isolated per workspace, deletable in one click, DPA available.
Sales rows analysed per workspace in a calendar month. Lead rows do not count.
Nearby
Also worth reading.
Marketing Agencies
Match your clients' closed-sales exports to their ad and call data, and hand them a per-channel revenue report at renewal time.
See how it worksSEO & Content Agencies
Match the client's closed sales to the organic and content channels that produced them, months after the article ranked.
See how it worksMedia Buying Agencies
Reconcile every platform's self-reported conversions against the client's actual sales export, and optimise on what survives.
See how it worksStart today
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