Revenue Reporting & Attribution
You can't optimize what you can't measure.
We build revenue dashboards and attribution systems that show exactly what's driving growth. Source-level ROI, cost per signed customer, pipeline forecasting, and performance metrics that leadership can actually use.
The Reporting Problem
Most businesses are flying blind on revenue:
No clear attribution - Can't connect marketing spend to actual revenue
Vanity metrics - Tracking clicks and impressions instead of signed customers
Bad forecasts - Revenue projections based on hope, not data
Spreadsheet chaos - Manual reports that are outdated the moment they're built
No visibility into what works - Can't tell which channels are profitable
If you don't know cost per signed customer by source, you're guessing on where to invest.
What We Build
Source Attribution Tracking
Track every lead back to its original source: Google Ads, Meta, organic, referral, direct, or paid directories. See which sources produce not just leads, but signed customers.
Cost Per Signed Customer Reporting
Connect marketing spend to closed deals. Calculate true customer acquisition cost by channel. Know exactly what you're paying for revenue, not just clicks.
Revenue Attribution Dashboards
Real-time dashboards showing revenue by source, campaign, landing page, and ad group. Filter by date range, sales rep, or product line.
Pipeline Forecasting
Weighted pipeline views based on historical close rates. See what's likely to close this month, next month, and next quarter. Forecast revenue with confidence.
Conversion Funnel Reporting
Track conversion rates at every stage: lead to opportunity, opportunity to consultation, consultation to signed. Identify where prospects drop off.
Sales Performance Dashboards
Rep-level reporting on activity, pipeline, close rates, and revenue. See who's performing and who needs coaching.
Marketing ROI Analysis
Compare marketing spend to generated revenue by channel. See which campaigns are profitable and which are burning money.
Custom KPI Dashboards
Build dashboards around your specific metrics: cost per lead, lead-to-opportunity rate, sales cycle length, average deal size, win rate by source, and more.
Executive Summary Views
High-level dashboards for leadership showing revenue trends, pipeline health, forecast accuracy, and top performing channels.
Metrics We Track
Lead Generation Metrics
- Leads by source
- Cost per lead by channel
- Lead quality scores
- Lead response time
- Lead-to-opportunity conversion rate
Sales Pipeline Metrics
- Pipeline value by stage
- Deal velocity and cycle time
- Win rate by source
- Lost reason analysis
- Stale deal identification
Revenue Metrics
- Closed revenue by source
- Cost per signed customer
- Customer acquisition cost (CAC)
- Revenue by sales rep
- Revenue trend analysis
Forecasting Metrics
- Weighted pipeline forecast
- Forecast accuracy tracking
- Commit vs. best case
- Probability-weighted revenue
- Quarter-over-quarter projections
Why Revenue Reporting Matters
Stop Guessing on Marketing Spend
Know exactly which channels produce profitable customers. Scale what works. Cut what doesn't.
Forecast Revenue with Confidence
Leadership needs reliable forecasts for planning. Weighted pipeline reporting produces accurate projections.
Identify Bottlenecks
See where deals are getting stuck. Is it qualification? Pricing? Competition? Data tells you where to fix.
Optimize Sales Performance
See which reps are performing and why. Replicate what top performers do. Coach based on data, not intuition.
Prove Marketing ROI
Show exactly how much revenue marketing generated. Justify budget increases with clear attribution.
Make Data-Driven Decisions
Stop making decisions based on opinions. Use real data to guide strategy, budget, and hiring.
How We Build Revenue Reporting
Define Key Metrics
We identify what metrics matter for your business model. Not generic dashboards—metrics that drive your specific decisions.
Fix Data Architecture
Clean CRM data, standardize properties, implement proper source tracking, and ensure accurate revenue attribution.
Build Dashboards
Create custom dashboards in HubSpot, GoHighLevel, or external BI tools. Real-time data, not static spreadsheets.
Connect Revenue to Marketing Spend
Integrate ad platforms and calculate true ROI by source. See cost per lead and cost per customer side by side.
Train & Document
Show your team how to read and use the dashboards. Document what each metric means and why it matters.
Iterate & Refine
Adjust dashboards based on what insights you need. Add new metrics as your business evolves.
Platforms We Work In
HubSpot Reporting
Custom reports, dashboards, and calculated properties. Revenue attribution, pipeline forecasting, and source-level ROI analysis built natively in HubSpot.
GoHighLevel Reporting
GHL dashboard builds, opportunity tracking, pipeline reports, and custom metrics for service-based businesses.
External BI Tools
For complex reporting needs, we integrate with Google Data Studio, Tableau, or Power BI to build advanced analytics and cross-platform reporting.
Ready to See What's Actually Driving Revenue?
Let's build reporting that shows cost per signed customer, source-level ROI, and accurate forecasts.
We'll review your current reporting and show you what's possible with proper attribution.