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Para WhatConverts

A sale value somebody typed in is a claim. The invoice is the evidence.

Export your WhatConverts leads, match them against your invoices, and see where the recorded values and the real ones part company.

Sem chave de API Nada para instalar no WhatConvertsNada para instalar Sem cartão de créditoSem cartão

WhatConverts sits on the lead side in CloseRev: it gathers calls, forms and chats into one lead file with a source on each, which is the most complete lead side a small business is likely to have. What it records about revenue is usually a value somebody typed against the lead, and matching the leads against real invoices tests whether those values were right. Revenue with no traceable lead is reported as Direct / Unknown.

Verificado pela última vez na documentação do próprio WhatConverts em 25 de setembro de 2026.

A lacuna

Every lead has a quote value or a sale value on it, and nobody remembers who entered them or when.

O WhatConverts 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.

  1. Obrigatória

    Lead phone or email

    On each lead, whatever captured it — the call, the form or the chat.

  2. Obrigatória

    Source, medium and campaign

    Where the lead came from, as captured at the time rather than reconstructed later.

  3. Obrigatória

    Lead date and lead type

    When it arrived and whether it was a call, form or chat.

  4. Opcional

    Recorded quote or sale value

    The value somebody entered. Kept as a separate column so it can be compared with the invoice rather than replacing it.

Passo a passo

Como tirar o arquivo do WhatConverts.

Escrito para quem está com o WhatConverts aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.

  1. Export every lead with its source

    Calls, forms and chats together, one row each, with the contact detail, source and date.

  2. Keep the recorded values in their own column

    They are what the report checks, so they must not be what it uses.

  3. Export invoices

    From the system that bills: customer contact detail, amount, date.

  4. Collapse repeat contacts

    A person who calls twice and fills a form is one customer. The report matches on the person, not the event.

  5. Upload both

    The join runs on the phone and the email, normalised, and the recorded value is set beside the invoiced one.

O que você recebe

A página que o WhatConverts 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 WhatConverts.

Atribuída a um canal$326,20077% de $423,600
Vendas com correspondência128 de 172só alta confiança
Ticket médio$2,460por venda paga
CanalParcelaVendasReceita
Google Ads61$186,400
Meta Ads48$93,200
E‑mail marketing19$46,600
Direto / Desconhecido44$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 lead e o anúncio ficam na mesma linha.

A typed-in value is self-reported revenue

Lead tracking tools let a business record a quote or a sale value against each lead, and the reports that follow rank sources by those values.

The values are only as good as the person entering them, on the day they entered them. Some are estimates, some are the first quote, some are forgotten entirely.

Matching the leads against the invoices produces the real figure beside the recorded one, per source.

Where the two agree, the recorded values can be trusted for that source. Where they diverge, the report shows which way and by how much.

The divergence is rarely random. Sources whose leads are quoted large and invoiced small tend to be the price-sensitive ones, which is a finding in itself.

One person, several contacts, one customer

A prospective customer often calls, then fills in a form, then calls again from a different phone. A lead tracker records each as a lead, which is correct for its purpose.

For revenue, it overstates the channel: three leads, one customer, one invoice.

The report matches on the person, collapsing contacts that share a phone number or an email, so each customer is counted once and credited to the source that produced them first.

It also reports how many contacts the average customer made before buying, per source, which is a useful measure of how much convincing each channel's customers needed.

Agency reporting is where this matters most

Agencies often run a lead tracker for their clients and report leads and recorded values as the result of their work.

Clients increasingly ask the obvious follow-up question: which of those leads became revenue.

The client's own invoices answer it. Exporting them and matching them against the tracker's lead file gives the agency a number the client can check against their own books.

That is a stronger report than any lead count, and it is also the one that survives a client asking whether the agency is grading its own work. It is harder to produce, which is part of why it is worth more.

Calls, forms and chats carry different intent

A phone call is usually a person ready to talk about a job. A form might be a question. A chat might be a price check.

Pooled together, the lead count mixes them and the revenue per lead describes none of them.

Ranked separately by type and by source, the picture sharpens: a channel that produces mostly chats may look busy and produce little, while one producing few calls may produce most of the money.

The report keeps the type on every row for exactly that reason.

It also helps with staffing. If calls from one source convert and chats from the same source do not, the answer may be who answers the chat and how fast, rather than whether to keep paying for the source at all.

Perguntas justas

“O WhatConverts já faz isso.” Não exatamente.

Eles dizem

“WhatConverts already tracks the value of each lead.”

Nós dizemos

It tracks what somebody entered. The invoice is the independent check on it.

Eles dizem

“Our team enters values carefully.”

Nós dizemos

Then the check will agree, and you will have evidence rather than an assumption.

Eles dizem

“We report leads to our clients already.”

Nós dizemos

And the next question they ask is which leads became revenue. Their invoices answer it.

Perguntas

WhatConverts, especificamente.

Outra dúvida? Pergunte e uma pessoa responde.

No. It reads a file you exported, so your tracking, recordings and account stay where they are.

Comece hoje

Duas exportações, e você vai saber.

Nada para instalar no WhatConverts, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.