Ad Spend to Revenue
One query for what every campaign actually earned, broken down by source.
Ad spend lived in the ad platform and revenue lived in the CRM, with nothing connecting them. Nobody could reliably answer what a campaign actually earned, or break the result down by source and creative. The team optimized on cost per lead and hoped the revenue followed.
Every day the sync pulls spend from the ad platform and deals from the CRM, classifies each deal by the official lead-source field so the numbers match the CRM's own report, and joins the two sides. Spend and revenue land in one place, so return is a single query and a daily email instead of a spreadsheet someone rebuilds by hand.
Walk the pipeline
Click through each stage to see what the system does and what the team gets back.
Stage 1 of 5
Pull what every campaign costs
Daily spend comes straight from the ad platform, broken out by campaign and creative, so the cost side is current without anyone exporting a CSV.
1 query
from ad spend to revenue
Daily
spend and revenue synced
By source
and by creative
The spreadsheet that nobody trusted is gone. Spend and revenue sit in one place, matched the same way the CRM matches them, so the team can finally see which campaigns earn and which only spend. The daily email means the answer is there before anyone has to ask for it.