They say
“Shopmonkey already reports customer revenue.”
We say
It does, and it has no record of what produced the customer, because that happened before the first order existed.
For Shopmonkey
The first visit was an oil change. The customer is worth four thousand a year.
Export repair orders from Shopmonkey, upload the leads behind them, and rank marketing on the customer rather than the ticket.
No API key Nothing to install in ShopmonkeyNothing to install No card requiredNo card
CloseRev reads a Shopmonkey export of repair orders — the customer's phone or email, the total and the date — and matches it against the calls, ads and forms that produced the first visit. A repair shop's economics are built on customers returning, so a channel's value is the relationship it created rather than the ticket it opened. Orders with no traceable lead are reported as Direct / Unknown.
Last checked against Shopmonkey's own documentation on September 24, 2026.
The gap
Your cheapest advert brings oil changes. Your most expensive one brings people who come back. Nothing you run tells the two apart.
Shopmonkey 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
Customer phone or email
On the customer record rather than the order. Phone is the reliable key in this trade.
- Needed
Repair order total
Parts and labour together, on closed orders. Open estimates are not revenue.
- Needed
Order date
When the order was closed. Use it consistently across every row.
- Optional
Vehicle and service type
Make, model and whether the visit was maintenance or a major repair. Both predict whether the customer returns.
Step by step
Getting the file out of Shopmonkey.
Written for somebody with Shopmonkey open in the next tab. Report names vary by edition, so each step says what to look for.
-
Export closed repair orders
One row per order with a customer contact detail, the total and a date.
-
Take a year or more
A first visit measures the coupon. A year measures the customer, which is what a channel actually produced.
-
Export your lead sources
Call tracking first — this trade converts on the phone — plus search ads, map listings, the website form and any coupon or marketplace listing.
-
Sum by customer
A regular customer produces four or five orders a year. Marketing decisions are made per customer, not per order.
-
Upload both
The join runs on the phone and the email, normalised, with first visits and return visits reported apart.
What comes back
The page Shopmonkey 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 Auto Repair Shops page — not from a Shopmonkey account.
Traced to a channel$203,00058% of $350,000
Sales matched406 of 695high confidence only
Average sale$492per paid sale
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| Google Ads | 203 | $101,500 | |
| Local service ads | 142 | $77,000 | |
| Meta Ads | 61 | $24,500 | |
| Direct / Unknown | 289 | $147,000 |
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 repair order and the ad share a row.
Discount channels bring one-visit customers and look excellent doing it
A cheap oil change or a brake special fills bays quickly, and the cost per new customer looks unbeatable in the month it runs.
The customers it brings are, by construction, price-led. A meaningful share of them return only when there is another coupon.
Matching a year of repair orders back to the source is the test, and discount channels usually fail it by a wide margin against sources that produced fewer, stickier customers.
This is not an argument against offers. It is an argument for knowing what a channel's customers are worth before deciding how much of the budget it should have.
A major repair is a different event from a maintenance visit
An oil change is a small ticket. A transmission or an engine job is the kind of work that makes a shop's month, and the two arrive through different routes.
Emergency repairs come from map results and searches made from the roadside; maintenance comes from reminders, habit and coupons.
Where the export carries a service type, splitting on it stops one channel being ranked as though it produced the other's work, and the reordering is usually substantial.
It also tells you which channel to buy when the bays are empty, which is not the same as the channel with the best annual number.
Fleet and commercial accounts should never be blended with retail
A small fleet account is worth many retail customers and behaves nothing like one: it is won once, it is invoiced monthly and it is lost to a single bad experience.
Averaged into the same file, one fleet win can make whichever channel produced it look extraordinary, and the conclusion will not repeat.
Reading them separately gives two honest rankings — the channels that produce retail customers and the ones that produce commercial accounts — which are rarely the same list.
Where the export flags a customer type, the split is automatic; where it does not, the order pattern usually identifies the accounts within a few minutes.
Almost every enquiry in this trade is a phone call
A driver with a warning light calls. So does the one who saw the sign, the map result and the coupon, and none of them fill in a form.
Without tracked numbers, the lead file covers the small minority of web enquiries and the rest lands in Direct / Unknown.
Distinct numbers on the website, the map listing, any print or coupon and the sign itself produce a lead file with a source on every row, which is what makes the whole exercise work.
Until that exists, the report states the size of the untracked bucket rather than spreading it across the channels that happen to be measurable.
Fair questions
“Shopmonkey already does that.” Not quite.
They say
“Our coupons obviously work.”
We say
They fill bays. Whether they produce customers worth keeping is a different question and the file answers it.
They say
“We do not track calls.”
We say
Then most of this trade's enquiries have no source, and tracked numbers are the first fix rather than a different report.
No. It reads a file you exported, so your orders, inventory and customer records are not reachable from here.
Closed repair orders with a customer contact detail, the total and a date.
A year at minimum, because the value of a repair customer is measured in visits, not in one ticket.
They are reported separately, so the decision stays yours rather than being made silently.
Yes, where the export carries a service type, and it usually reorders the ranking.
Read separately from retail. One fleet win otherwise makes a channel look extraordinary on a result that will not repeat.
Summed by customer. The vehicle count is useful context but the relationship is the unit.
Yes, on annual revenue per acquired customer, which is where discount channels usually lose their advantage.
Anything with no traceable lead — mostly untracked calls and passing trade, and its size is worth knowing.
Yes. Two exports is the whole exercise.
A contact detail, an amount and a date, plus a service type or vehicle class if you include them. No VINs required, no notes, no card data. Encrypted in transit and at rest and deleted with the import.
Annual revenue per acquired customer by source, first and return visits apart, retail and fleet separated, and everything unmatched kept visible.
By trade
Trades that run Shopmonkey.
What the report looks like once the export is in, written for each one.
- Auto Repair ShopsWhich channels produced paid repair orders?
- Collision RepairWhich channels produced paid collision jobs?
- Tire & Wheel RetailersWhich channels produced paid tire tickets?
- Commercial Fleet SalesWhich channels produced fleet orders?
- Powersports DealersWhich channels produced sold units and gross?
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 Workiz Locksmiths, garage doors, junk removal and small trades Closed-sales file What to export Closed-sales file Kickserv Small trade contractors Closed-sales file What to export Closed-sales file FieldPulse Trade contractors Closed-sales file What to export
All 68 systems 
Shopmonkey 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 Shopmonkey, no API key, and no need to have been tracking anything until now. Last year works as well as this month.