They say
“Epicor already reports sales by customer.”
We say
It does. It has no record of the trade show, enquiry or campaign that opened the account.
For Epicor
The first order was a trial. The account is what the trade show was for.
Export invoices from Epicor, upload the leads and quote requests behind them, and rank sources on the accounts they opened.
No API key Nothing to install in EpicorNothing to install No card requiredNo card
CloseRev reads an Epicor export of invoices — the account's contact phone or email, the amount and the date — and matches it against the trade shows, enquiries, quote requests and campaigns that opened the account. For manufacturers and distributors a customer is an account that orders repeatedly and often grows, so the value of a source is what its accounts bought over a year or two, not the first order. Revenue with no traceable lead is reported as Direct / Unknown.
Last checked against Epicor's own documentation on September 25, 2026.
The gap
Sales reports show orders and reps. Nothing shows which marketing opened the accounts that now carry the business.
Epicor sees
What was sold, to whom, and for how much.
no shared row
Your ad account sees
The click, the keyword, the call, and what each one cost.
The file
What the export needs in it.
Three things carry the match: who, how much, and when. Anything else is optional and only changes how the report can be sliced.
- Needed
Account contact phone or email
The buyer or purchasing contact on the account. Accounts often have several, and any of them should join.
- Needed
Invoice amount
Invoiced sales per account.
- Needed
Invoice date and account opened date
Both. The account's first invoice is the acquisition; everything after it is the account growing.
- Optional
Sales rep and territory
Who handles the account. Needed to separate what the marketing did from what the rep did.
Step by step
Getting the file out of Epicor.
Written for somebody with Epicor open in the next tab. Report names vary by edition, so each step says what to look for.
-
Export invoices by account
One row per invoice with an account contact detail, the amount and the date.
-
Include every contact on the account
The person who enquired is often not the person who orders. Any known contact should join the account.
-
Export quote requests and leads
Trade show scans, website enquiries, requests for quotation and distributor referrals, including the quotes that were lost.
-
Take two years
New accounts usually start small and grow, and a short window measures only the trial order.
-
Upload both
The join runs on the phone and the email, normalised, with first-year and later revenue reported apart.
What comes back
The page Epicor cannot show you.
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 Industrial Manufacturers page — not from a Epicor account.
Traced to a channel$1,062,00059% of $1,800,000
Sales matched57 of 100high confidence only
Average sale$18,000per paid sale
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| Google Ads | 24 | $396,000 | |
| Trade shows | 19 | $468,000 | |
| Email marketing | 14 | $198,000 | |
| Direct / Unknown | 43 | $738,000 |
Unmatched sales stay in Direct / Unknown. They are never spread across the paid channels to make the total look better.
The argument
What changes when the account and the ad share a row.
A new account starts small on purpose
Industrial buyers usually test a new supplier with a small order before moving more of their spend to it.
Ranked on the first order, every source looks modest and the differences between them are noise.
Summing each account's invoices over two years shows which sources opened accounts that grew into meaningful customers.
That is the ranking that should set next year's trade show and campaign budget, and it usually differs from a first-order ranking.
The report shows the median account beside the total, because one very large account can otherwise decide a source's result on its own.
Trade shows are measurable when the scans are kept
Trade shows are often the largest marketing line for a manufacturer or distributor, and among the least measured.
Badge scans and meeting notes carry the visitor's company, phone and email. Kept as a lead file, they match against the accounts that later ordered.
Over two years, the report shows what each show produced in account revenue against what it cost to attend.
Shows that produce a lot of conversations and few accounts become visible, as do smaller shows that quietly produce the best customers.
The scans are the part most often lost. They sit in a rep's inbox or a spreadsheet after the event and never reach a system, so the show's results can only be argued about. Keeping them as a file, with the show named on every row, is what turns a line in the events budget into something that can be ranked.
A lost quote still cost something
Much industrial business is quoted: a request for quotation arrives, engineering or estimating prices it, and the customer accepts or goes elsewhere.
Every quote costs time whether or not it is won, and sources differ in how many quotes they generate per order.
Including quote requests, lost ones as well, shows the win rate per source beside the revenue.
A source producing many requests from buyers gathering prices is expensive in estimating time, which no revenue-only report shows.
The report also shows the lag from quote to first order per source. In industries where a qualified supplier list is reviewed once a year, a quote that loses today can become an account at the next review, and a short window would count it as a loss for good.
Reps and marketing are confounded, and should be separated
In a business with field sales, the rep who manages an account shapes how much it grows, and reps are not assigned to accounts at random.
Without the rep in the file, a source whose accounts happened to go to the strongest reps looks better than it is.
Carrying the rep and territory through lets the report compare sources within the same rep's accounts, which removes most of the distortion.
It also shows the reverse: a strong source whose accounts are struggling under a particular territory, which is a sales-management finding rather than a marketing one.
Fair questions
“Epicor already does that.” Not quite.
They say
“Our business comes from reps, not marketing.”
We say
Then the report will show it, and carrying the rep through keeps the two from being confused.
They say
“Two years is a long time.”
We say
Industrial accounts take that long to show what they are worth. The first order is a trial.
No. It reads a file you exported, so your ERP, orders and customer records stay where they are.
Invoices by account with a contact detail, the amount and the date.
Because the person who enquired is often not the person who orders.
Two years, because new accounts usually start with a trial order and grow.
Yes, where badge scans or meeting notes are kept as a lead file.
Yes. They cost estimating time, and the win rate per source is one of the most useful outputs.
Yes, where the export carries the rep and territory.
Yes, recorded as a source when the lead arrives, and named so each can be ranked.
The median account is shown beside the total so one account cannot decide a source's ranking unnoticed.
Any account revenue with no traceable lead. Its size is stated rather than distributed.
A contact detail, an amount and a date, plus a rep or territory if you include them. No parts, no pricing, no drawings, no contracts. Encrypted in transit and at rest and deleted with the import.
Account revenue per source over two years, first-year and later revenue apart, quote win rate, and everything unmatched kept visible.
By trade
Trades that run Epicor.
What the report looks like once the export is in, written for each one.
- Industrial ManufacturersWhich channels produced orders, not enquiries?
- Equipment RentalWhich channels produced paid rentals?
- Commercial Printing & SignageWhich channels produced paid print and signage jobs?
- Promotional Products & MerchandiseWhich channels produced paid orders?
- Commercial ConstructionWhich channels produced projects you won?
Other systems
Also worth reading.
Running more than one system, or comparing? The method is the same and the columns are not.
Closed-sales file NetSuite Mid-market companies Closed-sales file What to export Either file Odoo Small and mid-sized companies Either file What to export Either file Salesforce Revenue teams with Salesforce as the system of record Either file What to export
All 122 systems 
Epicor 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
Two exports, and you will know.
Nothing to install in Epicor, no API key, and no need to have been tracking anything until now. Last year works as well as this month.