Eles dizem
“HighLevel already has attribution reports.”
Nós dizemos
On what it can observe — the web and tracked numbers. The client's invoices are the part it does not see.
Para HighLevel
The client did not hire you for opportunities. They hired you for sales.
Export leads from the client's sub-account, get the client's invoices, and report revenue by source that the client can check against their own books.
Sem chave de API Nada para instalar no HighLevelNada para instalar Sem cartão de créditoSem cartão
HighLevel sits on both sides for an agency — it captures the leads and tracks each client's pipeline — while the client's actual revenue lives in the client's own invoicing system. CloseRev joins the agency's lead export to the client's invoice export on the contact detail and reports revenue by source per client. For an agency the result is a number the client can verify against their own books, rather than a count of opportunities the agency marked won. Revenue with no traceable lead is reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio HighLevel em 25 de setembro de 2026.
A lacuna
The monthly report shows leads, appointments and pipeline, and the client keeps asking what any of it was worth.
O HighLevel 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
Contact phone or email
On the contact in the client's sub-account. It is what joins your leads to the client's invoices.
- Obrigatória
Source and campaign
How the contact first arrived, from the forms, funnels and tracking the agency set up.
- Obrigatória
Contact created date
When the lead arrived, so revenue can be grouped against the month the agency's work produced it.
- Obrigatória
Client invoices (from the client)
Customer contact detail, amount and date from whatever the client bills from. This is the half the agency does not have.
Passo a passo
Como tirar o arquivo do HighLevel.
Escrito para quem está com o HighLevel aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export the contacts from the client's sub-account
One row per contact with the contact detail, source, campaign and created date.
-
Ask the client for an invoice export
Contact detail, amount, date. It is the only half that says what the leads were worth, and it is the client's own record.
-
Keep every client separate
Never pool sub-accounts. Each client is its own file with its own window.
-
Choose a window that fits the client's sale
Days for a trade, months for a considered purchase. Agree it with the client before the first report.
-
Upload both
The join runs on the phone and the email, normalised, and the report shows revenue by source for that client.
O que você recebe
A página que o HighLevel 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 Agências de marketing — não de uma conta do HighLevel.
Atribuída a um canal$326,20077% de $423,600
Vendas com correspondência128 de 172só alta confiança
Ticket médio$2,460por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 61 | $186,400 | |
| Meta Ads | 48 | $93,200 | |
| E‑mail marketing | 19 | $46,600 | |
| Direto / Desconhecido | 44 | $97,400 |
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 client sale e o anúncio ficam na mesma linha.
An opportunity marked won is the agency's record, not the client's
Pipelines in a CRM move when somebody moves them. In an agency-run account that is sometimes the client's staff and sometimes nobody, and a won stage can mean a booking, a quote or a sale.
Reported to the client, it is a claim about their business made from inside the agency's tool.
The client's invoices are a record they created themselves, for their own reasons, and they are the one number the client will not argue with.
Matching the agency's leads against those invoices gives revenue by source that the client can reconcile to their own accounts.
That is a harder report to produce and a much easier one to renew a retainer on.
Web tracking sees the web, and the client's phone rings too
Attribution inside a marketing platform comes from what it can observe: forms, funnel pages, tracked numbers and the parameters on a landing page.
Customers who call the client's main line, walk in, or reply to a text from their own phone are invisible to it, and some of them came from the agency's work.
Matching on the customer rather than on the session catches the ones whose contact detail appears in the lead file, however they eventually got in touch.
Whatever still cannot be matched is reported as Direct / Unknown, which is honest and is also a useful number to show a client: it is the part nobody can attribute, including the agency.
Every client is its own file
An agency may run dozens of sub-accounts with different sales cycles, prices and definitions of a sale.
Pooling them to show an agency-wide result produces an average that describes no client and invites the question of which client is subsidising which.
The report is built per client, with the window, the revenue basis and the sources agreed with that client.
That also makes the method explainable in the client meeting: two files, joined on the customer, with everything unmatched shown.
Speed to lead is where agencies and clients disagree most
Agencies generate leads and clients follow them up, and when results disappoint each tends to blame the other.
Because the lead file carries the time each lead arrived and the invoice file the sales that followed, the report can show whether leads contacted quickly closed at a different rate from leads contacted late.
Where they did, the conversation moves from whose fault it is to what the client's team can change, which is usually a better conversation for everyone.
It is one of the few things an attribution report can do for the relationship rather than just the budget.
Perguntas justas
“O HighLevel já faz isso.” Não exatamente.
Eles dizem
“Our clients will not share invoices.”
Nós dizemos
Some will not. The ones who do get a report they can check, and that tends to be the account that renews.
Eles dizem
“We report opportunities because that is what we control.”
Nós dizemos
That is fair, and it is also why clients discount it. Revenue is the number they are paying for.
No. It reads exported files, so your sub-accounts, funnels and automations stay where they are.
Both, partly: it holds the leads and the pipeline. The client's invoices are the revenue side.
Contacts from the client's sub-account with a contact detail, source and created date, plus the client's invoices.
Because a won stage is a record inside the agency's tool. The client's invoice is the record they trust.
No. Each client is its own file with its own window and its own definition of a sale.
If their contact detail is in the lead file, they match however they got in touch. The rest stays in Direct / Unknown.
Whatever fits the client's sale, agreed with them before the first report.
Yes, because both files carry dates, and it often moves the conversation from blame to fixes.
The report is yours to present. Its method — two files joined on the customer — is the part worth explaining.
Any client revenue with no matching lead. Showing its size is part of an honest client report.
A contact detail, a source and a date on one side; a contact detail, an amount and a date on the other. No conversations, no pipeline notes, no payment details. Encrypted in transit and at rest and deleted with the import.
Client revenue by source, per client, with the window stated, speed to lead where the dates allow, and everything unmatched kept visible.
Por setor
Setores que usam o HighLevel.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Agências de marketingMostre a cada cliente a receita que vocês realmente geraram.
- Agências de PPC e busca pagaMostre ao cliente o que suas campanhas realmente fecharam
- Agências de geração de leadsReceba pelos leads que fecharam, não pelos que chegaram
- Agências de SEO e conteúdoProve a receita real do orgânico, não sessões
- Agências de compra de mídiaCompre mídia pela receita real, não pelas conversões da plataforma
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Qualquer um dos arquivos HubSpot Equipes de vendas e marketing no HubSpot CRM Qualquer um dos arquivos O que exportar Qualquer um dos arquivos ActiveCampaign Small and mid-sized teams Qualquer um dos arquivos O que exportar Arquivo de leads e ligações WhatConverts Businesses and their agencies Arquivo de leads e ligações O que exportar
Todos os 119 sistemas 
HighLevel 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 HighLevel, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.