Marketing Attribution
Drop a CallRail-style call export and a month’s POS sales export. Every call gets matched to a customer by phone number or name (spouses, nicknames and caller-ID truncation handled), and the revenue lands on the lead. Nothing leaves your browser — try it with your own files.
Name Phone Number Source · optional Campaign KeywordsClient Name Client Phone Ext. Price · a Deduplicated Customers sheet adds store and client #By source
revenue counted once per customer
By campaign
Google Ads calls only
Review queue
Tick a row to count its revenue. Approvals flow into the totals above and the download.
Leads with revenue
every call row, with what it matched and why
Formatting issues in these files
handled automatically; worth fixing at the source
How a call gets matched
highest tier wins; each customer’s revenue is counted once
Both phone numbers cleaned to 10 digits and compared. Counted automatically, with a note on whether the caller-ID name agrees with the customer record.
Same first and last name after normalizing case, punctuation, “Last,First” order and couples like “Deanna & Daryl Nowling”.
Same surname plus a nickname (Bob/Robert), an initial, or a 15-character caller-ID truncation. One fuzzy step counts; two stack into review only.
Surname matches a single customer but the first name differs. Never counted until someone approves it in the review queue.
Phone belongs to a store account in the POS file (a name containing “MDC”). Excluded.