Revenue Attribution Library
Revenue attribution guides for source-to-lead, lead-to-opportunity, booked jobs, invoices, payments, and confidence scoring.
Open libraryRevenue attribution
Source attribution, booked jobs, QuickBooks revenue, ROI, LTV, and client proof.
This hub organizes the revenue reporting layer behind ZartsAlgo lead capture, automation, provider data, admin records, and client portal proof.
Libraries
Seven revenue libraries for source-to-ROI proof.
These guides connect lead sources, booked work, invoices, payments, campaign spend, lifetime value, and portal-safe reporting.
Source Attribution Library
Source attribution guides for Search Console, GBP, ads, referrals, marketplace leads, call tracking, UTM campaigns, and source confidence.
Open libraryBooked Job Tracking Library
Booked-job tracking guides for scheduled jobs, completed jobs, CRM won stages, job value, service mix, and source-to-booked-job reporting.
Open libraryQuickBooks Revenue Library
QuickBooks revenue guides for invoices, payments, customer matching, item matching, duplicate review, reconciliation, and portal-safe summaries.
Open libraryROI Reporting Library
ROI reporting guides for campaign spend, cost per booked job, revenue return, payback window, confidence, caveats, and client summaries.
Open libraryLifetime Value Library
Lifetime value guides for repeat jobs, recurring revenue, service mix, cohorts, retention, projected value, and client-safe LTV summaries.
Open libraryPortal Revenue Proof Library
Portal proof guides for client-safe ROI cards, since-joining improvements, source coverage, booked jobs, revenue summaries, and executive notes.
Open libraryPipelines
Follow the chain from source to revenue.
Every proof point needs an owner, source, table map, confidence state, and portal-safe summary boundary.
Source to lead
Search, ads, GBP, referral, marketplace, call tracking, manual Proof: Lead volume and source coverage by period.
Lead to opportunity
Admin lead stage, CRM stage, quote request, owner qualification Proof: Qualified rate, response time, and next-action completion.
Opportunity to booked job
Project status, CRM won stage, booked appointment, job scheduled Proof: Booked jobs attributed to source, campaign, service, and market.
Booked job to invoice
QuickBooks invoice, admin project value, CRM deal amount Proof: Invoice count, revenue, paid/unpaid status, and source attribution.
Invoice to payment
QuickBooks payments, Stripe payments, manual payment notes Proof: Collected revenue and average time to payment.
Campaign to ROI
Campaign spend, booked revenue, conversion events, source attribution Proof: Spend, revenue, booked value, ROI, and payback window.
Service to lifetime value
Client services, recurring jobs, invoices, maintenance records Proof: LTV, repeat rate, recurring revenue, and service mix.
Improvement since joining
Baseline metrics, current period metrics, source coverage, booked jobs Proof: Before/after improvement story with verified metrics.
Provider reconciliation
Search Console, QuickBooks, Thumbtack, Angi, CRM, call tracking Proof: Freshness, missing data, mismatch review, and confidence score.
Executive ROI report
Report period, revenue attribution, source coverage, campaign outcomes Proof: One-page summary of leads, booked jobs, revenue, ROI, and next moves.
Metrics
Measure what clients actually care about.
Revenue reporting becomes useful when lead volume, booked work, collected revenue, ROI, and since-joining improvement are clearly separated.
Leads by source
count(leads grouped by source, period, market, service) Portal: Yes, summarized.
Qualified rate
qualified leads / total leads Portal: Yes.
Booked job rate
booked jobs / qualified leads Portal: Yes.
Booked revenue
sum(booked job value or won deal amount) Portal: Approved summary only.
Collected revenue
sum(verified payments by period) Portal: Approved summary only.
Cost per booked job
campaign spend / booked jobs Portal: Yes, when spend is approved.
ROI
(attributed revenue - spend) / spend Portal: Approved summary only.
Lifetime value
collected revenue and projected repeat revenue by client/service Portal: Summary only.
Improvement since joining
current period metric - baseline metric Portal: Yes.
Attribution confidence
weighted score from source freshness, match quality, and reconciliation state Portal: Status only.