A workspace per client
Each client's data stays isolated, with its own record allowance and its own retention window.
For In-House Marketing Teams
Take a number into the budget meeting that finance already trusts
Reconcile your channel reporting against the company's own closed-sales export, so the figure you present is the one the accounts show.
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In-House Marketing Teams workspace FY2026
Revenue traced to a channel
$558,000 62% of $900,000 paid
- Google Ads $279,000 · 31%
- Email marketing $126,000 · 14%
- Paid social $153,000 · 17%
- Direct / Unknown $342,000 · 38%
Direct / Unknown is shown, never shared out across the channels above.
Google Ads · LeadFY2026 14 · (•••) •••-0134
Closed sale · FY2026 27$1,700
Matched · high confidence
The blind spot
What's actually happening
Your dashboard says one thing and finance's ledger says another. The gap is where the marketing budget gets cut, because only one of those two numbers is trusted.
What you get
Built for In-House Marketing Teams.
Revenue, not lead counts
Rank every channel by the revenue it closed, so a renewal conversation starts from the accounts.
Numbers the client can check
Only exact matches count automatically; anything weaker is flagged rather than assumed.
A worked example
The number you can take into a budget meeting.
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.
Total revenue$900,000paid revenue
Attributed to a channel$558,00062% of revenue
Average deal$1,700per paid sale
Match rate73%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 168 | $279,000 | 31% | |
| Email marketing | 76 | $126,000 | 14% | |
| Paid social | 92 | $153,000 | 17% | |
| Direct / Unknown | 206 | $342,000 | 38% |
01
You are arguing with the accounts, and the accounts win
Platform-reported conversions do not reconcile to the general ledger, and finance notices eventually. Once that credibility goes, every marketing number in the room is discounted — including the accurate ones.
Starting from the company's own closed-sales export means your reporting and finance's reporting begin at the same figure. You are no longer asking anyone to accept a number from a system they do not audit.
02
Budget decisions get made either way
Spend is cut, held or increased every planning cycle whether or not anyone can prove which channels worked. The absence of evidence is not neutral; it favours whoever argues most confidently.
A reconciliation against closed revenue moves the decision from advocacy to arithmetic. It is as likely to defend a channel you believe in as to end one you do not.
Why it matters
What changes when you can prove it.
You stop defending the budget and start growing it
"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.
You can cut the wrong channel without a fight
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.
Your reporting survives the finance review
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.
You answer in an afternoon, not a quarter
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
The pushback we hear from In-House Marketing Teams.
They say
Finance already has a dashboard.
We say
This does not replace it. It produces the channel-level revenue figure that dashboard has never had.
They say
Our CRM is the source of truth.
We say
Good — that is exactly the file to export. We reconcile to it rather than asking you to trust something else.
They say
We only have one business unit.
We say
Then one workspace is enough, and Growth or Enterprise will cover the volume.
Pricing
Flat monthly pricing. No per-call fees.
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most marketing teams reporting to a CFO or a board land on Enterprise — ten seats for the team and the highest monthly record allowance, since a year of closed deals is a lot of rows.
Enterprise
One business closing at volume
$499/mês
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Single sign-on through your identity provider
- Your logo on every report
- Roles, permissions and guided onboarding
- Priority support
Questions
Questions we get about In-House Marketing Teams.
Anything else? Talk to us — a person answers, usually the same day.
Closed sales: a customer email or phone, the amount, and a date.
Yes — each import is saved, and periods compare like for like.
Yes, with the relevant column.
Yes, seats by plan, with roles.
No, and no site script either.
Yes. Nothing had to be installed at the time.
Encrypted, isolated per workspace, deletable in one click, DPA available.
Sales rows analysed in a calendar month. Lead rows do not count.
Nearby
Also worth reading.
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See how it worksSEO & Content Agencies
Match the client's closed sales to the organic and content channels that produced them, months after the article ranked.
See how it worksStart today
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