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Marketing Solution

Marketing reports for CPL, spend and campaign wins

Prove which channels create pipeline — CPL, spend vs budget, leads and wins by campaign or source, channel mix, tag rate and untagged hygiene on the same CRM sales uses.

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CPL & spend Campaign attribution Source mix Untagged hygiene

The challenge

Marketing reports clicks. Sales reports bookings.

When spend, sources and pipeline live in separate tools, ROI is a debate — not a shared dashboard.

CPL is guesswork

Ad spend sits in Meta or Google. Lead counts sit in CRM. Nobody agrees on cost per lead.

Campaigns lack credit

Wins close without campaign_id. Marketing can’t prove which launch drove bookings.

Untagged leads hide gaps

Volume looks healthy until you notice half the pipeline has no source or campaign tag.

Capabilities

Marketing metrics tied to revenue

Because CRM and marketing share one database, reports connect campaigns and sources to real pipeline outcomes.

CPL & spend

Overall CPL, CPL by campaign, spend vs budget % and total spend — including synced Meta/Google spend when the add-on is active.

Attribution

Leads and wins by campaign or source, channel mix, inquiry → lead conversion and cost per won.

Hygiene

Campaign tag rate and untagged-by-source views so attribution gaps get fixed, not ignored.

Data flow

From campaign tag to closed-deal credit

Reports only work when capture tags source and campaign. Attribution flows back when sales wins the deal on the same record.

Campaign attribution flow

1

Campaign live

Budget & dates set

2

Lead tagged

campaign_id + source

3

Spend tracked

Manual or ad sync

4

Sales works

Same CRM record

5

Outcome

Won / Lost recorded

6

Dashboard

CPL · wins · gaps

Inputs

Sources, campaigns, budgets, spend (manual or synced) and tagged leads from capture.

Pipeline link

Wins and losses on the same lead feed campaign win rate and cost per won.

Hygiene

Tag rate and untagged-by-source widgets show where attribution is incomplete.

Reports

What marketing teams can measure

Starter marketing reports and a Marketing overview dashboard — CPL, spend, wins and hygiene for untagged leads.

  • Leads and wins by campaign or source
  • Overall CPL and CPL by campaign
  • Spend vs budget % and total spend
  • Campaign tag rate and untagged-by-source
  • Leads by channel, city and sub-source
  • Inquiry → lead conversion
  • Cost per won and campaign win rate

Marketing overview · snapshot

Illustrative widgets from the live workspace

Live

Campaign leads

33

30 days

Overall CPL

₹37k

Blended

Spend vs budget

37%

Tracked

Untagged

7

Needs hygiene

Digital 55%
Portal 20%
Offline 10%
Referral 8%
Direct 7%

Flexible

Build the marketing reports your company needs

Starters for CPL and campaign wins — plus a full report builder, custom dashboards and KPI alerts.

Custom report builder

Filter → group → measure → chart on Leads, Deals, Inquiries or Datasets. Save to the Marketing library or share.

Customise dashboards

Marketing overview or a board you invent — widgets are live reports you can drag and resize.

Alerts on KPIs

Watch a Number report (e.g. untagged leads or spend vs budget) and notify when it crosses a threshold.

Hygiene

Untagged leads break every report

Campaign tag rate and untagged-by-source views help marketing clean capture before spend decisions go wrong.

Campaign tag rate

See what share of new leads carry a campaign_id from forms, webhooks or agent pick.

Untagged by source

Find which portals or digital channels dump volume without campaign context.

Fix at capture

Tighten form defaults, webhook fields and agent habits — reports improve without spreadsheet surgery.

Clean tags → trusted CPL

Source leads, Manage sources and campaign tagging are upstream of every marketing widget. Hygiene first, then scale spend.

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Connected

Reports powered by your full stack

Capture, nurturing and sales outcomes feed the same reporting layer.

Lead capture

Attribution starts when forms and webhooks tag source and campaign.

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Lead nurturing

Thank-you engagement sits on the lead sales and reports already use.

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Workflow automation

Handoffs keep ownership clear so win attribution stays trustworthy.

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Marketing Automation

Full product view of campaigns, CPL and marketing overview.

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Sales CRM

Closed deals on the same leads feed wins by campaign and source.

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Lead distribution

Fast assignment protects response time without breaking attribution.

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See marketing reports in action

Book a demo to explore CPL, spend vs budget, campaign attribution and untagged-lead hygiene on your pipeline.