Import revenue data and upload your cost Excel file to generate an ROI analysis. All results are saved locally in your browser.
VIEW PERIODthrough day
Channel Performance
Revenue vs Cost by Channel
ROI % by Channel
📅 MTD vs Same Period Last Month
Cumulative Revenue — This Month vs Last Month
Cumulative Conversions — This Month vs Last Month
📈 Month-on-Month History
Last 12 months · hover for details
Monthly Revenue by Channel
Monthly Conversions by Channel
📋
No Data Yet
Import an analysis first to see category-level revenue, cost, and profit ratios.
VIEW PERIODthrough day
Category × Channel Report
Revenue & Conversions by Channel
All categories — selected period (click a row to analyse it)
Divert to — where to send a lead when its vendor is full
Vendors listed accept this lead profile in the CRM checklist (specialty/industry and size only — state, country and any other criteria are not checked, so confirm before diverting) and still want leads.
Price = what the vendor paid per lead over the 4 weeks up to the end of the selected period (CRM budget data), after its refund share. Revenue impact = leads placed × that price, assuming a lead sent to a full vendor earns nothing and a vendor can take an extra delivery of the lead.
Still wants is the checklist's current figure (refreshed weekly — Budget Tracking is the live check) and is one total per vendor, shared by every segment it accepts. Sent = deliveries in the selected period.
Where to put the next lead
Each bubble is a segment. Up = more net revenue per lead (stabilised for small samples), right = more leads, bubble size = leads vendors still want in that segment. Dashed lines are the category medians. Low-sample segments are hidden — click "Low sample" in the legend to show them.
Leads delivered vs. leads vendors still want
Top segments by net revenue. Where the demand bar is far longer than the delivered bar, eligible vendors have budget the current supply isn't filling.
Segment heatmap
Dimmed italic cells have fewer than 10 leads — treat them as indicative only. "–" means no data (or no saved cost for that channel).
All segments
How these numbers are built
Revenue per segment = each delivery priced at that vendor's average revenue per lead for the week (consumed budget ÷ leads, from the CRM's budget report), then reduced by the vendor's refund share for the month. Deliveries to a vendor the CRM booked $0 for (no budget consumed) earn nothing, so they are left out of every figure below, along with any lead that reached only such vendors; they are listed under "Excluded · booked $0" and still count in the check above. Cost per lead is spread over all leads, so the spend on those leads stays visible. It is an estimate: a vendor may charge different prices for different leads. It is checked against the CRM's own revenue total for the same days (see the check above). Actions compare each segment with the category medians: Grow = high value, low volume (buy more); Protect = high value, high volume; Fix = high volume but low value (improve routing or pricing); Deprioritise = low on both. Segments under 10 leads are labelled Low sample. Divert to lists, for one segment, the other vendors in the category that the checklist says accept it and still want leads, best net price first. Pick the vendor that is full to see each of its segments with the best alternative and the revenue if its next few days of leads were diverted. The revenue impact assumes a lead sent to a full vendor earns nothing and that a vendor can take an extra delivery of a lead. Open demand = leads still wanted by vendors the CRM's checklist says accept the segment (refreshed weekly). A lead's date can differ by a day between reports because of time zones; totals over a period are unaffected.
💰
No Budget Data
Import revenue data to see vendor budget consumption.
VIEW PERIODthrough day
Vendor Budget Consumption
Avg Consumption % by Tier
Vendor Count by Tier
Vendor Detail
🔍
No Vendor Data
Fetch CRM data first, then run the ICP overlap analysis.
ICP Overlap Analysis
⏳
Comparing vendor ICPs from the CRM checklist…
Zero Vendor
Tier
Full/Surplus Vendor
Tier
Category
Redirect Score
Size Match
Shared Specialties
Blocked By
Criteria Conflicts
No pairs found for the current filters.
⏱
No History Yet
Each analysis you run is saved here automatically. You can load any past analysis to view its results.
Analysis History
Expenses
Line Items (what the spend is for)
Description
Amount ($)
Total
$0
Category Breakdown (how spend is allocated)
Category
Amount ($)
Total
$0
CRM Auth
Cost File
Admin Credentials
View Passwords
🔌
Checking CRM connection…
Connect to CRM
CRM Session Active
The scheduled daily fetch runs automatically. Use the button below to force a refresh now.
Change Admin Login
Updates the username and password required to access the admin view.
View Passwords
Each channel admin view has its own password. They're stored hashed, so an existing one can't be shown — set a new one here to share it.
ℹ️
Upload your channel_expenses.xlsx to update cost data. Tabs: PPC, SMS, SA (CP), OO (Email) with month-name columns.