CPL & spend
Overall CPL, CPL by campaign, spend vs budget % and total spend — including synced Meta/Google spend when the add-on is active.
Marketing Solution
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.
The challenge
When spend, sources and pipeline live in separate tools, ROI is a debate — not a shared dashboard.
Ad spend sits in Meta or Google. Lead counts sit in CRM. Nobody agrees on cost per lead.
Wins close without campaign_id. Marketing can’t prove which launch drove bookings.
Volume looks healthy until you notice half the pipeline has no source or campaign tag.
Capabilities
Because CRM and marketing share one database, reports connect campaigns and sources to real pipeline outcomes.
Overall CPL, CPL by campaign, spend vs budget % and total spend — including synced Meta/Google spend when the add-on is active.
Leads and wins by campaign or source, channel mix, inquiry → lead conversion and cost per won.
Campaign tag rate and untagged-by-source views so attribution gaps get fixed, not ignored.
Data flow
Reports only work when capture tags source and campaign. Attribution flows back when sales wins the deal on the same record.
Campaign attribution flow
Campaign live
Budget & dates set
Lead tagged
campaign_id + source
Spend tracked
Manual or ad sync
Sales works
Same CRM record
Outcome
Won / Lost recorded
Dashboard
CPL · wins · gaps
Campaign live
Budget & dates set
Lead tagged
campaign_id + source
Spend tracked
Manual or ad sync
Sales works
Same CRM record
Outcome
Won / Lost recorded
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
Starter marketing reports and a Marketing overview dashboard — CPL, spend, wins and hygiene for untagged leads.
Marketing overview · snapshot
Illustrative widgets from the live workspace
Campaign leads
33
30 days
Overall CPL
₹37k
Blended
Spend vs budget
37%
Tracked
Untagged
7
Needs hygiene
Flexible
Starters for CPL and campaign wins — plus a full report builder, custom dashboards and KPI alerts.
Filter → group → measure → chart on Leads, Deals, Inquiries or Datasets. Save to the Marketing library or share.
Marketing overview or a board you invent — widgets are live reports you can drag and resize.
Watch a Number report (e.g. untagged leads or spend vs budget) and notify when it crosses a threshold.
Hygiene
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.
Source leads, Manage sources and campaign tagging are upstream of every marketing widget. Hygiene first, then scale spend.
Learn moreConnected
Capture, nurturing and sales outcomes feed the same reporting layer.
Attribution starts when forms and webhooks tag source and campaign.
Read moreThank-you engagement sits on the lead sales and reports already use.
Read moreHandoffs keep ownership clear so win attribution stays trustworthy.
Read moreFull product view of campaigns, CPL and marketing overview.
Read moreClosed deals on the same leads feed wins by campaign and source.
Read moreFast assignment protects response time without breaking attribution.
Read moreBook a demo to explore CPL, spend vs budget, campaign attribution and untagged-lead hygiene on your pipeline.