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Analytics

Track Every Dollar Back to Its Source

Multi-channel revenue tracking across missed calls, smart quotes, AI conversion, and web chat — funnel breakdown from estimated to completed.

No credit card required · Setup in 5 minutes

Overview

What It Does

Marketing without attribution is guesswork. SalesButler's Revenue Attribution tracks every dollar back to its lead source — Missed Call Recovery, Smart Quote, AI Conversion, Web Chat, and more — and shows you the funnel in real time: Estimated → Quoted → Booked → Completed → Lost. Compare estimated vs actual revenue per lead to spot the channels that overpromise and underdeliver.

SalesButler · Pipeline
Pipeline
+38% booked
12
New leads
7
Quoted
5
Booked
4.9 avg · 127 reviews
This month
How It Works

Step-by-Step Guide

1

Lead Captured

Every lead is tagged with its origin source the moment it's created.

2

Estimate Recorded

When a quote or estimate is created, the estimated revenue is logged.

3

Deal Progresses

As the lead moves through your pipeline, each stage updates the attribution row.

4

Booked or Lost

When the deal closes, actual revenue (or lost revenue) is recorded.

5

Review the Funnel

Open the funnel report to see Estimated → Quoted → Booked → Completed by source.

Benefits

Why You'll Love This Feature

Multi-Channel Tracking

Every source — missed call, smart quote, AI, web chat — has its own attribution.

Funnel Breakdown

See drop-off at every stage of the buyer journey.

Estimated vs Actual

Compare what you forecasted to what actually closed.

Real-Time Updates

Attribution updates the moment a deal moves stages.

Per-Lead Audit Trail

Every revenue dollar is traceable to its originating lead and source.

Spot Underperformers

Identify channels that estimate high but close low so you can re-strategize.

Use Cases

Perfect For

Owners deciding where to invest the next marketing dollar

Killing channels that produce leads but no actual revenue

Justifying ad spend to investors or banks

Reporting per-channel ROI in monthly leadership meetings

Diagnosing why pipeline looks great but cash flow is slow

FAQ

Frequently Asked Questions

What plans include Revenue Attribution?

Revenue Attribution is included on the Growth and Pro plans.

What sources are tracked?

Missed Call Recovery, Smart Quote, AI Conversion, Web Chat, manual leads, CSV imports, and any tracking-number-tagged calls.

Is attribution single-touch or multi-touch?

Today it's first-touch (origin source). Multi-touch attribution is on the roadmap.

Can I export the funnel?

Yes — every report exports to CSV for deeper analysis.

What if a lead has no source?

Manual leads default to 'manual' source so nothing is lost from the funnel.

Recover your first missed lead this week.

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