From the home to the engagement.
Keep the selected homes, campaign identity, recorded spending, and tracked homeowner engagements connected.
FOLLOW THE MONEY
Know what your marketing
is making your company.
Follow a specific campaign from the homes you targeted to the engagement it receives, the bookings it brings, and the revenue it generates. Know what your marketing dollars brought back.
BUDGET MONITORING
Know the plan.
Watch the spend.
Keep planned budget, actual spending, and campaign activity in the same conversation. See how much you’ve committed and what has happened so far.
- Review planned versus recorded spend.
- Compare campaigns over a defined reporting period.
- See where records are incomplete before drawing conclusions.
CAMPAIGN TRACKING
One campaign.
Every connected outcome.
From leads to booked jobs.
See each booking linked back to the specific campaign that generated it, using connected lead and CRM records.
From jobs to revenue.
Track revenue dollars recorded against those jobs so you can evaluate what that campaign generated for your company.
FOLLOW A SPECIFIC CAMPAIGN
Water heaters over 20 years old.
From selected homes to revenue.
Matching homes→Water heater offer→Engagements→Bookings→Job revenue
Illustrative workflow. Tracking covers recorded activity in connected channels and systems; offline or unrecorded activity must be captured to appear in campaign reporting.
CLEAR NUMBERS. CLEAR DEFINITIONS.
Revenue is not profit.
And attribution needs context.
In the example above, $10,000 in attributed revenue divided by $2,000 in recorded spend is a 5× revenue-to-spend ratio. It is not a profit calculation.
True profit requires the cost of delivering the jobs, marketing fees, and other relevant expenses. Reliable attribution also needs agreed time windows, matching rules, and complete records.
We want you to see the source of the numbers, including what is missing—not just a headline that looks good.
Reporting availability depends on campaign data, CRM connectivity, and your account setup.
LET’S TALK SHOP