“Our CRM already attributes leads to sources.”
To the source recorded on the lead. This adds the campaign and keyword behind it and ranks on delivered gross rather than lead count.
For DealerSocket
Match sold and delivered units, and the gross behind them, to the campaigns and calls that produced the buyer.
No API key Nothing to install in DealerSocket No card required
The gap
A lead costs the same whether it buys a used compact or a loaded truck. Your reporting treats those two as one conversion each.
What was sold, to whom, and for how much.
The click, the keyword, the call, and what each one cost.
The file
Three things carry the match: who, how much, and when. Anything else is optional and only changes how the report can be sliced.
The customer record on the deal. Phone is the stronger key in retail automotive.
Gross rather than sale price. Price ranks the vehicle; gross ranks the deal, and F&I is a large part of it.
Delivered, not sold. A deal that unwinds is not revenue.
New and used draw on completely different demand, and stores in a group rarely share a market.
Step by step
Written for somebody with DealerSocket open in the next tab. Report names vary by edition, so each step says what to look for.
One row per deal carrying the buyer's contact detail, the gross and a date.
Unwound deals are not revenue, and unwind rates are not uniform across sources.
F&I gross is a meaningful share of the deal and does not distribute evenly across channels.
Confirm the suggested mapping or set it by hand.
Paid search, paid social, third-party listing sites, and call tracking. Each ranks on gross.
What comes back
Revenue by channel, the count of sales behind each figure, and an honest bucket for the ones nobody could trace. Sample figures, from the worked example on the Auto Dealers page — not from a DealerSocket account.
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| Google Ads | 62 | $188,500 | |
| Listing sites | 51 | $156,000 | |
| Meta Ads | 29 | $84,500 | |
| Direct / Unknown | 68 | $221,000 |
Unmatched sales stay in Direct / Unknown. They are never spread across the paid channels to make the total look better.
The argument
Automotive retail is measured in leads because leads are countable the same day. A third-party listing site, a paid search campaign and a social campaign all report lead volume, and the cost per lead comparison follows automatically.
The problem is the numerator. A lead that buys a used compact at modest gross and a lead that buys a new truck with a full F&I package are one lead each and multiples apart in what the store earns. Cost per lead cannot see that and never will.
Ranking sources on delivered gross changes the ordering in most stores, and it is the ordering the general manager actually needs, because the budget is defended on gross rather than on traffic.
Listing marketplaces are a large line item in most dealer budgets and they report their own performance: views, leads, sometimes influenced sales on their own definition. There is no neutral ground on which to compare them with the store's own paid search.
Uploading the marketplace's lead export as a source file creates that ground. Both are ranked on delivered gross from the same deal export, which is the only comparison that settles the argument.
A buyer who returns for service is worth materially more than the deal alone, and fixed ops is where much of a store's profit actually lives. The advertisement that produced them is scored against the front-end gross only.
Because the match is on the customer, later service revenue exported as further rows credits the channel that produced them originally. Sources that bring customers who come back stop looking equivalent to sources that bring one-time price shoppers.
A group running several rooftops across brands and markets has no useful average. Demand, competition and inventory differ, and so does what works.
A store column splits the report so each rooftop's spend follows its own evidence, which is also how the accountability usually runs.
Every store knows response time matters and most measure it against lead-to-appointment. That is the right instinct and the wrong denominator, because an appointment is not a delivered unit and the relationship between speed and gross is not the same across sources.
Exporting the lead timestamp alongside delivered deals lets the report show gross against time to first contact, per source. A marketplace lead that decays in fifteen minutes and a branded search lead that does not are managed differently once that is visible.
This is usually the finding that changes staffing in the BDC rather than spend in the ad account, and it is not available from any single system the store already runs.
Fair questions
To the source recorded on the lead. This adds the campaign and keyword behind it and ranks on delivered gross rather than lead count.
Many of them searched first. The report is honest about what it cannot match, so the walk-in share stays a real answer rather than a rounding error.
It stays in your workspace, encrypted and isolated, and is deletable in one click. You also choose whether to export gross or sale price.
Delivered deals: a buyer phone or email, front and back gross, and a delivery date.
Gross. Price ranks the vehicle; gross ranks the deal, and F&I does not distribute evenly by channel.
Delivered. Unwind rates differ by source and sold-count hides that.
Yes, with a new/used column — they draw on different demand entirely.
Yes, exported as further rows against the same customer, credited to the original channel.
Yes, with a store column, on Growth and above.
Yes — their lead export is a source file and ranks on gross beside paid search.
Not required, but automotive converts heavily on the phone, so it is a strong second file.
Twelve months, so seasonality and model-year effects are inside the file.
Encrypted in transit and at rest, isolated per workspace, deletable in one click, DPA available.
Yes, if the lead export carries a timestamp. It is usually a staffing finding rather than a spend one.
Yes, as further rows against the same customer, credited to the channel that produced them.
Yes, with separate columns. F&I does not distribute evenly by channel, so keeping them apart is usually worth it.
Yes, as further columns or rows against the same deal.
They still match. The join is the buyer, so a three-month gap between enquiry and delivery costs nothing.
Yes. A customer who buys used and returns for new is one acquisition with two deals, both credited to the original channel.
Export both where you can. The match runs on either, and a weak link is flagged for a person rather than counted automatically.
By trade
What the report looks like once the export is in, written for each one.
Other systems
Running more than one system, or comparing? The method is the same and the columns are not.
DealerSocket and the other product names and logos on this page belong to their owners and are shown to identify the software a file comes from. CloseRev is not affiliated with or endorsed by them, and connects to none of them: it reads a file you export.
Start today
Nothing to install in DealerSocket, no API key, and no need to have been tracking anything until now. Last year works as well as this month.