Fictional sample data — no accounts connected

See which marketing actually brings in business.

We bring your ads, website, leads and bookings into one clear view, then build a working tool around the questions you need answered. Try three examples below.

From example 1 · one sample monthFictional company

Where the visits came from, and where the booked jobs came from

Share of website visitsShare of kept appointmentsBars scaled to the largest share

What you already have

Ads, website, calls, forms, calendar

The numbers sit in separate places, so nobody sees the whole path.

What we build

One view, shaped to your business

Each lead is traced back to where it came from and forward to what it became.

What you decide

Where to spend, fix or follow up

The tool points at what needs a look. You make the call. Nothing changes in your accounts on its own.

Example 1 of 3Fictional sample data — no accounts connected

Which source is filling the calendar?

Northfield Heating & Cooling is a made-up local company spending on search ads, social ads and a directory listing. The owner wants to know which of those turns into booked jobs, not just clicks.

Brought together:Ad spendWebsite visitsCalls & formsBooking calendarCancellations
Marketing results · Northfield Heating & CoolingSample data
Period
Type
Sources (tap to include or leave out)

From visit to kept appointment

Same group of leads, followed all the way through.

Where the visits go vs where the jobs come from

A source can bring lots of visits and very few jobs.

Share of visitsShare of kept appointments

Each source, side by side

Tap a source to see its leads.

SourceVisitsLeadsBookedCancelledKeptAd spendCost per keptWhat it means
Owner's call

    Leads

    Where this lead came from

    Example 2 of 3Fictional sample data — no accounts connected

    Which leads need a reply today?

    Ledgerline Bookkeeping is a made-up firm. Leads arrive from its website, LinkedIn, partners and search. The partners want to see what becomes a signed client, and who is waiting on them.

    Brought together:Website formInboxMeeting calendarProposalsWon & lost notes
    Lead follow-up · Ledgerline BookkeepingSample data

    Cards show where each lead sits today. The funnel below counts every lead that ever reached a stage, so its numbers are larger.

    From lead to signed client

    Signed fees by channel

    Annual fees won, all channels shown for comparison.

    Follow up first

    Lead

    Partner's call

      Example 3 of 3Fictional sample data — no accounts connected

      Which campaigns actually make money?

      Ember & Wick is a made-up online candle shop. Revenue looks healthy, but after product cost, shipping and ad spend, some campaigns lose money. Move the budget and see what is left over.

      Brought together:Shop ordersProduct marginsShipping & feesAd spendEmail list
      Campaign profit worksheet · Ember & Wick · CADSample data · what-if

      Where the money goes

      Revenue is not profit. This is what is left after costs.

      Profit by campaign

      Left of the line loses money, right of the line makes money.

      Monthly ad spend

      CampaignAd spendOrdersRevenueRevenue per $1 of adsNeeded to break evenProfit after costs

      Owner's call

        Your business, your data

        What would you want to see clearly?

        Every business asks different questions of its marketing. Tell us yours in a few words. We will sketch the view, which tools it would connect to, and what you would decide with it.

        Shape my idea Book a 25-minute call

        All three businesses and every number on this page are made up to show how the tools work. Results for a real business depend on its own data.