They say
“AxisCare already tracks revenue by referral source.”
We say
It does, and this does not replace that. It adds what sits underneath the digital sources — campaign, keyword and call — which is information the system never receives.
For AxisCare
What is behind the referral source called “website”?
AxisCare already ranks referral sources. This adds the campaign, the keyword and the call behind the ones it can only record as the website.
No API key Nothing to install in AxisCare No card required
The gap
Half your sources are named people and the other half are one word: website. That word is hiding your entire advertising budget.
AxisCare 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
Client contact detail
AxisCare's lead and client records carry personal email and home and mobile phone numbers — exactly the fields a match normalises on.
- Needed
Billed amount
Derived from visits and their charge rate, or from your invoicing. Money rather than hours, so rate bands do not distort the comparison.
- Needed
Service or invoice date
Used consistently between uploads.
- Needed
Referral source (optional but useful)
The source AxisCare already holds. Uploading it lets the report show where the recorded source and the matched channel disagree.
Step by step
Getting the file out of AxisCare.
Written for somebody with AxisCare open in the next tab. Report names vary by edition, so each step says what to look for.
-
Export leads or clients with the referral source
AxisCare models referral sources as a managed list rather than free text, and lead records carry the contact details the match needs.
-
Export billed visits or invoices
The revenue side, with the client, the amount and the date.
-
Upload both, then add the ad and call exports
This is the layer AxisCare does not have: which campaign, which keyword, which call produced the enquiry that its source field records as the website.
-
Compare the recorded source against the match
Where they agree you have confirmation. Where they disagree, the report shows both rather than overwriting one with the other.
-
Split out the payers that are not marketing outcomes
A payer column keeps waiver and managed-care volume out of the return calculation.
What comes back
The page AxisCare 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 Private-Pay Home Care page — not from a AxisCare account.
Traced to a channel$1,533,50065% of $2,360,000
Sales matched70 of 108high confidence only
Average sale$22,000per paid sale
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| Google Ads | 23 | $495,500 | |
| Professional referrals | 29 | $637,000 | |
| Referral aggregators | 13 | $283,000 | |
| Meta Ads | 5 | $118,000 | |
| Direct / Unknown | 38 | $826,500 |
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 client and the ad share a row.
This is not a replacement for referral source reporting
AxisCare's referral source handling is genuinely good: a managed taxonomy rather than a free-text box, carried from the lead through to the client record, with reporting on top. If your question is which referral partners send the most business, it answers it.
The limitation is not a defect, it is a boundary. A referral source is a category. It cannot tell you which campaign, which keyword or which advertisement produced the enquiry, because none of that information ever enters the agency management system. Everything digital collapses into one or two values.
So this page is deliberately not positioned against referral source reporting. It is positioned against the one word underneath which your entire paid budget is currently filed.
The call log is already the right shape
AxisCare keeps call records with the caller's name, number and time. That is structurally the same thing a call tracking export is, minus the campaign that produced the call.
Uploading a call tracking export alongside it closes the gap: the number in the call tracking file carries a campaign and a keyword, and the same number in the client record carries the billed revenue. The join is the phone number, normalised on both sides.
Agencies that already run call tracking usually get a high match rate on the first upload for exactly this reason — the key is present and clean on both sides, which is not true in every segment.
Revenue is derived from visits, and that is fine
There is not always a single field that says what a client is worth. Visits carry a charge rate; the client's value is the sum of them over time. That is an arithmetic step, not an obstacle, and it produces a better number than any single field would.
It also means a client's value grows in the report as they continue to receive care, all of it credited to the channel that produced the original enquiry. A channel whose clients stay eighteen months is separated from one whose clients stay three, which cost per client cannot do.
Two funnels, one agency
Home care agencies advertise for clients and for caregivers, frequently from the same account and sometimes with the same keywords. Recruitment spend is a real cost and a real necessity, and it has no revenue attached at all.
Keeping the two apart matters for the same reason as any other mixed budget: blended together, the client-acquisition return is understated by whatever share went to recruiting. Upload recruitment campaigns as their own source grouping, or exclude them, and the client-side number becomes meaningful.
What the first month usually shows
Two findings are close to universal on a first run. The match rate on phone is high — usually above three quarters — because the caller ID in a call tracking file and the phone on a client record are both machine-captured rather than typed, which is unusual and makes this segment reconcile better than most.
The second is that the referral sources recorded as the website or as online split very unevenly once the campaign behind them is visible. One or two campaigns typically account for most of the billed care, and the rest of the paid budget turns out to be producing enquiries that never start.
Neither of those is visible from inside an agency management system, because the campaign never enters it.
Fair questions
“AxisCare already does that.” Not quite.
They say
“We would rather have an integration than an export.”
We say
An export needs no API access, no edition upgrade and no permissions. It also lets you inspect the file before sending it, which several agencies prefer.
They say
“Our client hours change constantly.”
We say
Which is exactly why billed revenue rather than a signed client is the unit. The report follows the billing.
Leads or clients with contact details and referral source, plus billed visits or invoices with amounts and dates.
No. It adds the campaign, keyword and call layer behind the digital sources, which the agency management system does not hold.
From billed visits summed over time, so a client's value grows as care continues and credits the original channel.
Yes, by grouping or excluding recruitment campaigns as their own source.
Yes, with a payer column.
Yes, with an office column, on Growth and above.
Not required, but it is the strongest second file here because the phone number is clean on both sides.
Both are shown. That disagreement is usually the most informative thing on the first report.
No. A contact detail, an amount and a date.
Encrypted in transit and at rest, isolated per workspace, deletable in one click, DPA available.
It is the right shape, but it does not carry the campaign. Pair it with a call tracking export to get the campaign and keyword behind each call.
By summing billed visits over time, so the figure grows as care continues and stays attached to the original channel.
By trade
Trades that run AxisCare.
What the report looks like once the export is in, written for each one.
- Private-Pay Home CareWhich channels produced clients who actually started care?
- Home Health & Senior CareWhich channels produced paying clients?
- Residential Care HomesWhich channels produced move-ins to your care home?
- Home AccessibilityWhich channels produced installed jobs, not quote requests?
- Senior Placement AgenciesWhich campaigns produced placements you actually got paid for?
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 WellSky Personal Care Private-pay home care agencies Closed-sales file What to export Either file WelcomeHome Senior living operators Either file What to export Lead and call file CallRail Businesses whose sales close on the phone Lead and call file What to export
All 20 systems 
AxisCare 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 AxisCare, no API key, and no need to have been tracking anything until now. Last year works as well as this month.