Eles dizem
“MarketSharp already reports by lead source.”
Nós dizemos
On leads and appointments, which is the stage before the money and the stage where the sources look most alike.
Para MarketSharp
Set appointments are a ranking of your call centre, not your marketing.
Export signed contracts from MarketSharp, upload every lead source behind them, and rank channels on contract value.
Sem chave de API Nada para instalar no MarketSharpNada para instalar Sem cartão de créditoSem cartão
CloseRev reads a MarketSharp export of signed contracts — the homeowner's phone or email, the contract value and the date — and matches it against every source that produced the lead, including the offline ones. Remodelers buy from many sources at once and usually rank them on set appointments, which is the stage before the money. Contracts with no traceable lead are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio MarketSharp em 24 de setembro de 2026.
A lacuna
You buy from twelve sources, and the only comparable number anybody produces is cost per set appointment.
O MarketSharp 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
Homeowner phone or email
On the lead or contact record. Phone carries the match for call-generated and canvassed leads alike.
- Obrigatória
Contract value
The signed amount. Not the estimate, not the issued appointment — the contract.
- Obrigatória
Contract date
When it was signed. Keep the lead date too: the gap is often months and differs by source.
- Opcional
Product line
Windows, roofing, baths, siding. The ticket varies by a factor of ten and so does which source produces it.
Passo a passo
Como tirar o arquivo do MarketSharp.
Escrito para quem está com o MarketSharp aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export signed contracts
One row per contract with a homeowner contact detail, the value and the date signed.
-
Export every lead source, not just the digital ones
Home shows, canvassing, direct mail and referrals belong in the same file as paid search, or the comparison is rigged towards whatever is easiest to track.
-
Take a year
Remodeling is seasonal and the lag from lead to signature is long. A quarter compares seasons.
-
Keep cancellations out or flag them
A signed contract that cancels before install is not revenue. Whichever convention you choose, apply it to every source.
-
Upload both
The join runs on the phone and the email, normalised, with everything unmatched kept visible.
O que você recebe
A página que o MarketSharp 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 Reformas de cozinha e banheiro — não de uma conta do MarketSharp.
Atribuída a um canal$770,00055% de $1,400,000
Vendas com correspondência23 de 41só alta confiança
Ticket médio$34,100por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 11 | $378,000 | |
| Meta Ads | 9 | $294,000 | |
| E‑mail marketing | 3 | $98,000 | |
| Direto / Desconhecido | 18 | $630,000 |
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 contract e o anúncio ficam na mesma linha.
Set appointments rank the call centre, not the channel
The industry's default metric is cost per issued or set appointment, because it is available the same week and every lead vendor reports it.
It measures how well your team books the leads it is given, which is a real and important thing and is not the same question as which marketing to buy more of.
Sources that book easily and sign rarely — shoppers, price-led enquiries, incentive-driven show leads — look excellent at that stage and poor at the contract.
Ranking on contract value moves the decision to the stage where the money is, and the reordering between the two lists is usually large enough to be uncomfortable.
Offline sources are the majority here and they are usually excluded
Home shows, canvassing, direct mail, yard signs and referrals produce a large share of a remodeler's contracts and none of them appear in an advertising platform.
Reports built from the platforms therefore compare digital channels with each other and leave out most of the budget.
Every one of those sources can carry an identifier — a tracked number on the mail piece, a source code captured at the show, a canvasser's code on the lead record — and once it does, it ranks alongside paid search on the same money.
That comparison is frequently the one that changes the plan, because the offline sources are also the ones nobody has ever costed properly.
Product line decides the ticket more than the channel does
A bath conversion, a full roof and a whole-house window job are different amounts of money and different sales cycles.
A source that produces mostly one product will be ranked as though it produced the mix, which flatters some channels and buries others.
Where the export carries a product line, the report splits on it and the answer becomes usable: this source for roofs, that source for baths, at these costs.
Without the split, a remodeler running several product lines is reading an average that describes no real decision they can make.
Cancellations and the long lag both distort a naive read
A contract signed in March may install in July and may cancel in April, and both of those change what the marketing actually produced.
Whatever your convention — net of cancellations, or gross with a flag — the important part is applying it identically to every source, because cancellation rates differ sharply by source.
The report reads a year, which is long enough for the lag and long enough for the cancellations to have happened, and it keeps the lead date so the typical time to signature per source is visible.
That lag figure has its own use: a source with a four-month average is a source you must keep buying through the quiet season or lose the following one.
Perguntas justas
“O MarketSharp já faz isso.” Não exatamente.
Eles dizem
“Our shows cannot be tracked.”
Nós dizemos
A source code captured on the lead at the show is enough. It does not need to be digital to be comparable.
Eles dizem
“Cost per appointment is what our vendors report.”
Nós dizemos
It is, and it is the metric they look best on. Contract value is the one you can act on.
No. It reads a file you exported, so your leads, appointments and customer records are not reachable from here.
Signed contracts with a homeowner contact detail, the value and the date.
They rank your call centre. Sources that book easily and sign rarely look best at that stage.
Yes, and they should be — shows, canvassing and mail carry a source code, and excluding them compares only part of the budget.
A year. Remodeling is seasonal and the lag from lead to signature is measured in months.
Your convention, applied identically to every source, because cancellation rates differ sharply between them.
Yes, where the export carries one, and it is usually the split that makes the report actionable.
Yes, where the lead date is included — and it decides when you can stop buying without losing a season.
Included where they are recorded as a source. Their true size is usually a surprise in both directions.
Any contract with no traceable lead. The size of that bucket is a finding, not a failure.
A contact detail, an amount and a date, plus a product line if you include one. No addresses required, no financing details, no card data. Encrypted in transit and at rest and deleted with the import.
Contract value per source, split by product line where available, time to signature where the lead date is present, and everything unmatched kept visible.
Por setor
Setores que usam o MarketSharp.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Reformas de cozinha e banheiroQuais canais geraram reformas fechadas?
- Janelas e portasQuais canais geraram obras instaladas?
- Empresas de telhadosQuais anúncios geraram telhados contratados?
- Energia solarQuais canais geraram sistemas instalados?
- Serviços residenciaisQuais anúncios geraram serviços, e não só ligações?
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 AccuLynx Roofing contractors Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas improveit 360 Home improvement companies Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas FieldPulse Trade contractors Arquivo de vendas fechadas O que exportar
Todos os 97 sistemas 
MarketSharp 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 MarketSharp, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.