Eles dizem
“Arborgold already reports revenue by customer.”
Nós dizemos
It does, and it has no record of the advert that produced the customer, because that happened before the customer existed.
Para Arborgold
The estimate was in March. The crane job was in August.
Export invoices from Arborgold, upload the leads behind them, and rank marketing on completed work rather than on requests for a quote.
Sem chave de API Nada para instalar no ArborgoldNada para instalar Sem cartão de créditoSem cartão
CloseRev reads an Arborgold export of invoices — the customer's phone or email, the amount and the date — and matches it against the calls, forms and ads that produced the estimate. Tree care and landscaping quote far ahead of the work, so the gap between lead and revenue is months, and only a long window reads it correctly. Invoices with no traceable lead are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio Arborgold em 24 de setembro de 2026.
A lacuna
Spring fills the book with estimates and autumn fills it with invoices, and no report connects the two back to a channel.
O Arborgold vê
O que foi vendido, para quem e por quanto.
nenhuma linha em comum
Sua conta de anúncios vê
O clique, a palavra-chave, a ligação e quanto cada um custou.
O arquivo
O que a exportação precisa ter.
Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.
- Obrigatória
Customer phone or email
On the customer record. Phone is the working key in this trade; email coverage is patchier.
- Obrigatória
Invoice total
What was billed for completed work. Proposals and accepted estimates are not revenue.
- Obrigatória
Invoice date
When the work was billed. Keep the estimate date too if the export offers it — the gap between them is the useful part.
- Opcional
Service type
Removal, pruning, plant health care, maintenance contract. Their values differ by an order of magnitude.
Passo a passo
Como tirar o arquivo do Arborgold.
Escrito para quem está com o Arborgold aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export invoices for completed work
One row per invoice with a customer contact detail, the total and a date.
-
Take a full year
Seasonality is the defining feature here. Any window shorter than a year compares channels across different seasons and calls it a ranking.
-
Export your lead sources
Call tracking, the website form, search ads, map listings and any neighbourhood or marketplace listing you pay for.
-
Keep the estimate date if you have it
It is how the report reads a March lead against an August invoice without widening the window for everybody.
-
Upload both
The join runs on the phone and the email, normalised, with first jobs and repeat work reported apart.
O que você recebe
A página que o Arborgold não consegue mostrar.
Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Poda e remoção de árvores — não de uma conta do Arborgold.
Atribuída a um canal$152,50061% de $250,000
Vendas com correspondência131 de 215só alta confiança
Ticket médio$1,170por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 71 | $82,500 | |
| Anúncios de serviços locais | 47 | $55,000 | |
| Meta Ads | 13 | $15,000 | |
| Direto / Desconhecido | 84 | $97,500 |
Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.
O argumento
O que muda quando cada job e o anúncio ficam na mesma linha.
The lag between the lead and the money is the whole problem
A homeowner asks for a quote in early spring. The crew is booked out, the job is scheduled for July, and the invoice lands in August.
A ninety-day attribution window loses that entirely, and every report built on one credits the wrong quarter's marketing or nothing at all.
Reading a full year of invoices against a full year of leads removes the problem rather than tuning around it. Where the export carries an estimate date, the report shows the typical lag per channel, which is a useful operational number in itself.
Channels differ on that lag: an emergency storm call converts in a day, a planned removal in months, and a channel judged on the wrong one looks either urgent or dead.
Removals, pruning and plant health care are three different businesses
A large removal can be four figures. A pruning visit is a few hundred. A plant health care programme is a small recurring amount several times a year.
Blended, they produce an average that describes nothing, and a channel weighted towards one is ranked as though it produced the others.
Where the export carries a service type, the report splits on it, and the split is usually the decision. The channel that is expensive per lead is often the one producing removals.
Recurring programmes deserve the same treatment as any other subscription: the value is the year, not the first visit, and the report sums by customer to show it.
Storm work is real revenue and it is not evidence about your marketing
A wind event fills the phone for two weeks. Those calls arrive because a tree is on a roof, not because a campaign worked.
Left in the file undistinguished, a storm inflates whichever channel happened to be running and produces a conclusion that will not repeat.
The honest treatment is to read those weeks separately. Where the export carries a service type or a priority flag, that is straightforward; where it does not, the date range alone usually tells you.
The point is not to discard the revenue — it is to stop it being used as proof that something works when the weather was the cause.
Most of these leads are phone calls and most of them are untracked
Homeowners with a dangerous limb call. So do the ones who saw the truck, the yard sign or the map result, and none of those leave a form behind.
With no tracked numbers, the lead file covers the web forms only, and web forms are the minority of this trade's enquiries.
Distinct tracking numbers on the website, the vehicles and every paid listing turn a mostly-empty lead file into a complete one, and the cost is trivial next to the budget being judged.
Until that exists the report states the size of the untracked bucket rather than distributing it across the channels that happen to have data.
Perguntas justas
“O Arborgold já faz isso.” Não exatamente.
Eles dizem
“Our season is too short for a year of data.”
Nós dizemos
The season is short; the year is what makes two seasons comparable. A single season ranks channels against weather.
Eles dizem
“Most calls come from the trucks.”
Nós dizemos
Then a tracked number on the trucks will tell you how much, and that is worth knowing before you spend anywhere else.
No. It reads a file you exported, so your schedule, crews and customer records are not reachable from here.
Invoices for completed work with a customer contact detail, the total and a date.
An accepted estimate is not money. In this trade the gap between acceptance and invoice is months and some of it never closes.
A year. Seasonality makes anything shorter a comparison of months rather than of channels.
Yes, where the export carries an estimate date, and it differs usefully by channel.
Read separately where a service type or the date range identifies it, so weather is not mistaken for marketing.
Yes, where the export carries a service type. It is usually the most informative split available.
They are summed by customer across the year rather than judged on the first visit.
First and subsequent jobs are reported apart, so the decision stays yours.
Anything with no traceable lead — mostly untracked phone calls in this trade, and the size of it is the finding.
A contact detail, an amount and a date, plus a service type if you include one. No property addresses required, no notes, no card data. Encrypted in transit and at rest and deleted with the import.
Revenue per acquired customer by source, split by service type where available, first and repeat work apart, and everything unmatched kept visible.
Por setor
Setores que usam o Arborgold.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Poda e remoção de árvoresQuais canais geraram serviços pagos de poda e remoção?
- Paisagismo e jardinagemQuais canais geraram trabalho agendado e pago?
- Serviços residenciaisQuais anúncios geraram serviços, e não só ligações?
- Controle de pragasQuais canais geraram clientes recorrentes?
- Construtoras de piscinasQuais canais geraram contratos de piscina assinados?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Arquivo de vendas fechadas GorillaDesk Pest control and lawn care Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Kickserv Small trade contractors Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Aspire Commercial landscapers Arquivo de vendas fechadas O que exportar
Todos os 97 sistemas 
Arborgold e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.
Comece hoje
Duas exportações, e você vai saber.
Nada para instalar no Arborgold, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.