They say
“improveit 360 already reports conversion by source.”
We say
On stages inside the system. It has no view of the advert, the show or the mail piece that produced the lead.
For improveit 360
Three sources, three completely different places where the money leaks.
Export sold jobs from improveit 360, upload the leads behind them, and read each source against the stage where it fails.
No API key Nothing to install in improveit 360Nothing to install No card requiredNo card
CloseRev reads an improveit 360 export of sold jobs — the homeowner's phone or email, the sale amount and the date — and matches it against the sources that produced the lead. improveit 360's value here is its stages: issued, demoed, sold. Joining a source to each of them shows not only which channels produce revenue but where the ones that do not are losing it. Sales with no traceable lead are reported as Direct / Unknown.
Last checked against improveit 360's own documentation on September 24, 2026.
The gap
You know the overall issued-to-sold rate. You have never seen it per source, which is where it varies most.
improveit 360 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
Homeowner phone or email
On the prospect record. Phone is the working key; email coverage varies by source.
- Needed
Sale amount
The sold job value. Demoed and issued appointments are stages, not revenue.
- Needed
Sale date
When the job was sold. Keep the lead creation date if the export offers it.
- Optional
Appointment result
Issued, demoed, no-show, sold, lost. This is the column that turns the report into a diagnosis rather than a ranking.
Step by step
Getting the file out of improveit 360.
Written for somebody with improveit 360 open in the next tab. Report names vary by edition, so each step says what to look for.
-
Export sold jobs
One row per sale with a homeowner contact detail, the amount and the date.
-
Export appointment results as a second file
Issued, demoed, no-show, sold. It costs one more export and it is what makes the stage analysis possible.
-
Export every lead source
Paid search, paid social, shows, canvassing, mail and referrals, each with a contact detail and a source label.
-
Cover a year
Seasonality and a long sales cycle both argue for it, and cancellations need time to have happened.
-
Upload
The join runs on the phone and the email, normalised, with unmatched rows kept visible.
What comes back
The page improveit 360 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 Windows & Doors page — not from a improveit 360 account.
Traced to a channel$605,00055% of $1,100,000
Sales matched62 of 114high confidence only
Average sale$10,400per paid sale
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| Google Ads | 29 | $286,000 | |
| Meta Ads | 26 | $253,000 | |
| Email marketing | 7 | $66,000 | |
| Direct / Unknown | 52 | $495,000 |
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 sale and the ad share a row.
Every source leaks at a different stage and the fix differs accordingly
One source produces appointments that nobody is home for. Another produces demos that never close. A third closes well and produces small tickets.
Those are three different problems with three different remedies, and a single blended conversion rate makes all of them invisible.
Joining the source to the appointment result gives a per-source funnel: issued, demoed, sold, average ticket. It is more diagnostic than any revenue ranking on its own.
It also stops a good channel being cancelled for an operational failure — no-show rates are usually about confirmation calls and scheduling, not about the advert.
No-show rate is the cheapest thing to fix and nobody measures it by source
An issued appointment the homeowner does not keep costs a sales rep's afternoon and produces nothing.
No-show rates vary sharply by how the lead arrived: an incentivised show lead behaves quite differently from somebody who called about a leaking roof.
With the result column joined to the source, the report puts a number on that, and it is usually the fastest improvement available anywhere in the file.
Nothing about that change touches the marketing budget, which is precisely why it gets overlooked in a report built only on revenue.
Average ticket is a property of the source, not only of the seller
Sources differ in what they bring: a full-home enquiry, a single-room job, a price-shopper looking for the cheapest option.
Ranked on total revenue alone, a source that produced many small jobs can outrank one that produced a few large ones, and the cost of servicing them is nowhere in the comparison.
The report gives average sold value alongside the total, which usually reorders the list and occasionally reverses it.
Where a product line is in the export, the same split makes the difference explicit rather than leaving it to be inferred.
The lead file must include what the platforms cannot see
Home shows, canvassing, direct mail and referrals produce a great deal of this industry's revenue and none of it appears in an advertising account.
A report assembled from platform data therefore compares the digital sources with each other and silently excludes the rest of the budget.
Each of those sources can carry an identifier on the lead record, and once it does it ranks on the same money as everything else.
The comparison that follows is often uncomfortable in a useful way: the cheapest source of sold revenue in a remodeling company is frequently not a digital one at all. It is also the source with no dashboard, no account manager and nobody inside the business arguing for it, which is part of why it goes unmeasured for years.
Fair questions
“improveit 360 already does that.” Not quite.
They say
“Our no-show rate is a scheduling problem.”
We say
Usually yes — and knowing which sources it concentrates in is how you fix it without cutting a channel that works.
They say
“We only buy digital.”
We say
Then the report will confirm it quickly, and the offline comparison is there when you try one.
No. It reads files you exported; your prospects, appointments and jobs are not reachable from here.
Sold jobs with a homeowner contact detail, the amount and the date. Appointment results as a second file if you can.
A per-source funnel — issued, demoed, sold — which shows where each channel loses money rather than only how much.
Yes, where the result column is included, and it is usually the fastest fix in the file.
A year, because the cycle is long, the business is seasonal and cancellations need time to appear.
Enough to reorder the ranking. Many small jobs and a few large ones can show the same total and be worth different amounts.
Yes, and excluding them compares only part of the budget. A source code on the lead record is all it takes.
Your convention, applied identically to every source, because rates differ between them.
Yes, where the export carries one, and it is the split that makes the ranking usable for a company selling several product lines at once.
Any sale with no traceable lead. Its size is reported rather than distributed across the sources that do have data.
A contact detail, an amount and a date, plus a result or product line if you include them. No addresses required, no financing details, no card data. Encrypted in transit and at rest and deleted with the import.
Sold revenue per source, a per-source funnel where results are included, average ticket alongside the total, and everything unmatched kept visible.
By trade
Trades that run improveit 360.
What the report looks like once the export is in, written for each one.
Other systems
Also worth reading.
Running more than one system, or comparing? The method is the same and the columns are not.
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All 97 systems 
improveit 360 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 improveit 360, no API key, and no need to have been tracking anything until now. Last year works as well as this month.