Treatment revenue, not enquiries
Rank channels by the revenue they produced, so one high-value case outweighs a page of enquiries.
For Home Health & Senior Care
Match started clients and the hours they bill over months to the campaigns, referrals and discharge planners that produced them.
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$531,000 59% of $900,000 paid
The blind spot
A home care client bills for months. Measuring acquisition against a first week of service makes every channel look like a loss.
What you get
Rank channels by the revenue they produced, so one high-value case outweighs a page of enquiries.
A consultation this quarter and treatment the next still credits the campaign behind it.
Only exact matches count automatically; no diagnosis or clinical data is ever needed.
A worked example
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.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 54 | $207,000 | 23% | |
| Discharge referral | 66 | $252,000 | 28% | |
| Meta Ads | 19 | $72,000 | 8% | |
| Direct / Unknown | 97 | $369,000 | 41% |
A client on twenty hours a week for eight months is worth tens of thousands of dollars. Judged on the first invoice, the channel that produced them appears unaffordable and gets cut.
Because the match is on the client, every week of billing credits the original channel — which is the only ranking that reflects the actual economics of the service.
Hospital discharge, case managers and physician offices produce a large share of clients, and agencies almost never know which of those relationships is actually working.
A referral list uploaded as a source file ranks them on billed care, which tells the community liaison team where to spend their week.
Why it matters
"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.
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.
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.
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
Which the report handles fine. What matters is that billed care, not enquiries, decides the ranking.
Upload the referral list as a source file and it ranks alongside paid channels on billed revenue.
Only a contact detail, an amount and a date are needed. No care plan, no medical information.
Pricing
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most home care agencies and senior care providers land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
A business scaling ad spend
$199/mês
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
Started clients or billed revenue: a client or family contact email or phone, the amount, and a date.
Yes — later billing credits the channel that produced the client.
Yes, if the referrer is named in the source file.
Yes, with the relevant column, on Growth and above.
Yes, if your export carries an end date.
Encrypted, isolated per workspace, deletable, DPA available.
Yes. Nothing had to be installed at the time.
Client or billing rows analysed in a calendar month. Enquiry rows do not count.
Nearby
Match your billing export to your call and ad data, and see which channels produced procedures that were paid for rather than enquiries that were not.
See how it worksMatch billed episodes of care to the enquiries, referrals and ads that produced them — because one visit is not an episode.
See how it worksMatch completed, billed episodes to the enquiries and campaigns that produced them — by service line and by site.
See how it worksStart today
Upload two exports and see your real revenue by channel in minutes. Three days free, no card.