Marketing ROI

Every dollar traced — spend in, revenue out.

Put your spend against your results. Gate A is the conversion. Gate B is the revenue that actually closed. The number that matters is what comes back.

Forecast source: CRM + Trends · set when your workspace is built

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blended return

Total spend

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across channels

Gate A · conversions

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won this period

Gate B · revenue closed

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dollars that landed

Cost per conversion

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blended

By channel

sample · goes live on connect

Connected channels pull spend, CPM/CPC, and results automatically via API. Manual channels are spend you type in. Nothing reports until it's connected — numbers below are sample data to show the layout.

Channel

Spend

Gate Aconversions

Gate Brevenue closed

ROAS

Total

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What if you adjusted spend?

at current spend

−50%current+100%

Projected spend

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Projected conversions

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Projected revenue

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Now

Projected

Models mild diminishing returns as you scale — channels don't return forever at the same rate. Connect the ad accounts and this runs on your real CPM/CPC curve.

Revenue forecast

CRM + Trends—

● projected · your pace● historical pace

Unit economics

connect EHR/POS

How this works: spend is typed in or self-reports from connected ad accounts (Facebook Ads is already connected). Gate A = the conversions you won; Gate B = revenue that closed near-term — so ROAS stays honest. Lifetime value lives separately in the economics card. The forecast source + economics are set to match your business when your workspace is built.