Agencies
Whole portfolio on one screen, report per client with no assembly.
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By type of operationThe question is the same. The path to the sale isn't.
A clinic doesn't sell like an e-commerce store, and a real estate agency doesn't close like a digital product. What changes is the middle of the funnel, the very stretch where the data tends to get lost.
8 segmentsDifferent funnels, the same question at the end
5 stagesClick, lead, opportunity, sale and revenue
2 platformsMeta Ads and Google Ads on the same metric standard
1 readingNo matter where the sale is recorded
In detail
What changes in each operation.
Agencies
A whole portfolio without opening account by account.
Agencies have plenty of data. The problem is that it's scattered across fifteen logins. The routine starts with the list: who went up, who went down and who will ask for an explanation at the next meeting.
- Revenue and ROAS per client in the same period
- Report ready per account, with no manual assembly
- Permissions separated by client and by team member
Portfolio, 12 clientsROAS, 30 days
AClient A
R$ 84.2k
7,2x
CClient C
R$ 128.9k
9,1x
DClient D
R$ 19.4k
3,2x
Clinics and services
Between the lead and the cash register there's a calendar.
Here the lead doesn't buy on the spot: they book, reschedule, sometimes don't show. Without linking the front desk to the campaign, the dashboard shows "conversions" that never became an appointment, and budget goes to the wrong ad.
- Lead source preserved from click to booking
- Attendance and procedure linked to the campaign
- Real average ticket by source, not by declared conversion
Funnel, Clinic
30 days412 leads
264 handled on WhatsApp
168 booked
107 showed up
The drop between booked and showed up appears in no advertising platform.
E-commerce and digital products
Sale recorded at checkout, credit to the right ad.
The pixel counts the sale its own way, and counts it twice when the customer went through three campaigns. Pulling the order straight from checkout, revenue is what actually came in, with refunds deducted.
- Approved orders from Hotmart, Kiwify or webhook
- Refunds deducted from attributed revenue
- Revenue per creative, not just per campaign
Creative by revenue
CheckoutCreative A, 186 leadsR$ 18.000
Creative B, 104 leadsR$ 57.000
Fewer leads, more money. A CTR ranking would say the opposite.
Real estate and B2B
Long cycle, short memory.
When the sale closes ninety days later, nobody remembers which ad brought that contact in. The history is kept: when the deal comes in as won, it goes back and credits the campaign that originated the lead, even months later.
- History preserved beyond the platforms' window
- Attribution at closing, not at first contact
- Pipeline stages read straight from the CRM
Pipeline, B2B
90-day cycle01
Search, brandlead in Jun, closed in Sep
R$ 4.100
R$ 68.000
16,5x
02
Meta, top of funnellead in Jul, closed in Sep
R$ 7.800
R$ 31.500
4,0x
All segments
Built for anyone who needs to turn traffic into revenue.
Media buyers
Optimization by commercial result, not by cost per lead.
E-commerce
Revenue per product linked to the campaign that brought the buyer.
Digital product creators
Approved checkout order credited to the right creative.
Clinics
From lead to attendance, with average ticket by source.
Services
Quote sent, proposal accepted and contract linked to media.
Real estate
Viewing, offer and deed on the same lead timeline.
B2B
Long cycle with attribution at closing, not at the click.
By niche
The fifteen that come up most around here.
What changes from one to the next is the middle of the funnel: who books, who quotes, who signs a contract, who buys on the spot. The question at the end is always the same.
01Aesthetics and cosmetic treatments02Dentistry03Health and wellness04Law firms05Accounting06Architecture and renovation07Solar energy08Automotive09Education and courses10Fashion and retail11Travel12Franchises13Insurance14Software and SaaS15Local services
If your niche isn't on the list, that says nothing about the fit. Is there a lead at the start and a sale at the end? Then the two ends can be connected.
Your operation
Didn't find yours? Tell us how your funnel works.
If there's a lead at the start and a sale at the end, the two ends can be connected.