--- title: Custom Lead Attribution Dashboard | Her Business Alliance description: Not sure which marketing channels paid off? We track every source to the deals you sign or the sales you make, check every number, and walk you through what to do next. --- [![Logo](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/act3-logo-white2.svg "Logo")](https://www.herbusinessalliance.com/) [![HBA\_BusinessCard1 (3)](https://www.herbusinessalliance.com/hs-fs/hubfs/HBA_BusinessCard1%20(3).png?width=159&height=85&name=HBA_BusinessCard1%20(3).png "HBA_BusinessCard1 (3)")](https://www.herbusinessalliance.com/) - [Home](https://www.herbusinessalliance.com) - Custom Dashboards - [Lead Attribution](https://www.herbusinessalliance.com/lead-attribution-dashboard) - [Pricing](https://www.herbusinessalliance.com/pricing) - [Blog](https://www.herbusinessalliance.com/blog) More results [Buy Now](https://www.hubspot.com/) [Work With Me](https://www.herbusinessalliance.com/apply) - [Home](https://www.herbusinessalliance.com) - Custom Dashboards - [Lead Attribution](https://www.herbusinessalliance.com/lead-attribution-dashboard) - [Pricing](https://www.herbusinessalliance.com/pricing) - [Blog](https://www.herbusinessalliance.com/blog) [Buy Now](https://www.hubspot.com/) Custom Dashboards # Lead Attribution Dashboard ## See which marketing turns into revenue, built around how you sell We connect your ads, website, content, CRM and whatever else feeds your leads to the sales you close, then walk you through what it shows every month. How does your business sell? **Long sales cycle**Leads that take weeks or months to sign**Quick sales cycle**People who buy on the spot    Your revenue dashboardUpdated monthly Filters Year *2026*Month *All*Source *All*Service *All*City *All* Leads**420**▲ vs last month Qualified**160**▲ Proposals**64**▲ Signed revenue**$286K**▲22 signed deals, avg $13K Signed revenue by source           SearchPaid adsReferralAI searchOrganic social Lead to signed deal All leads420 Qualified160 Proposal64 Signed22 Insight Referrals close at twice the rate of social leads. Next step Shift budget toward the channel that signs, not the one that clicks. Revenue**$48K**▲ vs last month Purchases**600**▲ Cost per sale**$15**▼ $9K spend Repeat buyers**32%**▲ Revenue by source           Paid adsSearchReferralAI searchOrganic social Revenue by offer Best seller$27K Second offer$15K Premium$6K Insight Referral buyers spend more per order than paid ads buyers. Next step Put this month’s spend behind your best selling offer. Sample layout. Yours is built around your own stages, offers, and channels. Hover over the bars. **Which source brings leads that sign?**Keep the lead source attached from first contact to signed contract. **Where do deals stall?**See the stage where leads drop between first call and proposal. **What does a signed deal cost?**Marketing spend tied to closed revenue, not clicks. **What’s driving sales right now?**Every purchase tied back to the channel that brought it. **Which offers sell, and to whom?**Revenue by product or package, filtered by source. **How many buyers come back?**Repeat purchases tracked so you know your real customer value. What we connect ## Every lead source, tracked to signed deals in one Google SheetEvery sales source, tracked to purchases in one Google Sheet We line up every source against the deals you signthe sales you make, in a tool you already know how to use. **Whatever you use, we find a way to track it.** You won't use all of these, they're a few examples. Paid ads Google AdsMeta adsYouTubeMicrosoft AdsCTVand more Search GoogleBingGoogle Business Profileand more AI search ChatGPTGeminiPerplexityCopilotClaudeGoogle AI Modeand more Social InstagramFacebookTikTokYouTubeLinkedInThreadsand more Referral sites YelpAngiand more Calls and chat Call trackingWeb formsChatand more CRM and sales Your CRMBooking toolsCheckoutand more Email and more EmailSMSDirect mailand more   **HBA Marketing Dashboard**● Live · refreshed this month Leads**420** Qualified**160** Proposals**64** Signed revenue**$286K** Visitors**18.4K** Buyers**1,240** Repeat buyers**310** Sales revenue**$142K** | | Source | Leads | Signed | Revenue | Close rate | | --- | --- | --- | --- | --- | --- | | 2 | Paid ads | 150 | 7 | $98K | 4.7% | | 3 | Search | 110 | 6 | $82K | 5.5% | | 4 | Referral | 40 | 5 | $56K | 12.5% | | 5 | AI search | 40 | 2 | $30K | 5.0% | | 6 | Organic social | 80 | 2 | $20K | 2.5% | | 7 | **Total** | **420** | **22** | **$286K** | **5.2%** | | | Source | Buyers | Repeat | Revenue | Repeat rate | | --- | --- | --- | --- | --- | --- | | 2 | Paid ads | 520 | 62 | $51K | 12% | | 3 | Search | 310 | 68 | $36K | 22% | | 4 | Email | 180 | 99 | $31K | 55% | | 5 | AI search | 90 | 27 | $12K | 30% | | 6 | Organic social | 140 | 54 | $12K | 39% | | 7 | **Total** | **1,240** | **310** | **$142K** | **25%** | DashboardSourcesPipelineNotes *HBA*HBA team · comment Referrals bring only 1 in 10 leads, but they close at 12.5%, more than double paid ads. That's why we're adding a referral ask to your follow-up after every signed client. *HBA*HBA team · comment Email buyers come back 55% of the time, more than four times paid ads. That's why we're moving part of next month's ad budget into growing your email list. Where we start #### It starts with what you have How detailed it gets depends on what you track today. If your forms or CRM don't capture something, like where a leada buyer came from, we work with your team to fill it in by hand, then set it up so it's captured from day one going forward. ### What you get from it 1. **Answers to your questions** We build it around what matters most to your business, like: - Which source brings leads that actually sign? - What does a signed client cost us? - Which channel brings buyers who come back? - What does each sale cost us? 2. **You know what to do next** Every month ends with clear next steps, not a pile of charts to decode. 3. **Nothing new to learn** You already use Google Sheets. Bookmark it, check in anytime, and find what you need without learning or building new software. 4. **We're on the same page** When we review it together you know how we got here. We tag you in comments right on the numbers, so you always know what we mean. 5. **It grows with you** Add a channel or a new offer and we build it in. **How access works:** HBA builds and maintains the dashboard and its formulas. You get access to it, and the insights and decisions it gives you are yours to keep. How it works ## What happens after you say yes Three steps from the tools you use today to your first walkthrough. Google AdsYour CRMMeta adsWeb formsChatGPTCall tracking   Step one ### We connect your tools We log into the tools you already use, connect them and pull the data that matters into your dashboard. No tracking yet? We set it up first, and the data takes a little time to collect. SourceRevenue Search$98K**✓** Paid ads$82K**✓** Referral$56K**✓**   Step two ### We build and check it We build your Google Sheet around the questions that matter most to your business. Before you see it, we check the totals against each platform so every number matches where it came from. Here’s what moved this monthSo where do we spend next?   Step three ### We walk you through it You get written insights, clear next steps and a walkthrough, recorded or live depending on your plan. Add a channel or a new offer later and we build it in. Plans and pricing ## Lead attribution dashboard plans and pricing A one-time look back at your last six months to a year, or a dashboard updated every month with our team walking you through it. Every new client starts here From $650 one-time **Tracking Setup.** We log into the tools you already use, connect them and pull the data that matters into your dashboard. No tracking yet? We set it up first, and it takes a little time for data to collect. Which one **sounds like you?** Best if you spent the last six months to a year on marketing or ads and still don't have a clear path forward. You're unsure which channels paid off and need a big picture review to budget and plan for next year. ### One-time Snapshot $1,150 Paid in full, data pull included - A full review of your last six months to a year of marketing data, connected to the leads and sales it produced - Your Lead Attribution dashboard - A written report with 5 clear next steps - A recorded walkthrough - Requires at least six months of existing tracking Ask about a Snapshot Best if you spend consistently on marketing and/or ads every month and aren't sure how to read the results or get clear insights from them. You don't know what to optimize or where to spend next. ### Monthly Report $597 / mo Dashboard build included - Your Lead Attribution dashboard, updated every month - Written insights - Up to 5 next steps - A recorded video walkthrough you can share with your team Start with Report Best if you spend consistently on marketing and/or ads every month and want to feel like you have a personal marketing strategist. You have questions about your results and no one to strategize with. ### Monthly Review $897 / mo Live call every month - Everything in Report - A live monthly call where we go through the data together - Your questions answered and your next moves mapped out - Every call is recorded Start with Review Every plan includes / good to know ### 3 month minimum Monthly plans start with 3 months, which is how long it takes to see a real trend, then go month to month. ### Is a Snapshot a fit? Tracking must already be collecting for **at least six months to a year of data**, ideally the full year. Google Analytics installed on your site, plus measurement for every channel you market on. Platforms like Google Analytics can't backfill data. ### No tracking in place? Book a free 30 minute call or a strategy call: Tracking Setup now, a Snapshot once there's data. When the data shows what needs fixing, a Retainer lets HBA do it. Add-on**Add Content Path**See which pages and content move people to buy. $390 to $650 one-time build, plus $147/mo, with Report or Review. Get started ## Tell us how you sell. We'll show you what's working. Tell us what you're tracking today and we'll tell you where to start. Book a free 30 minute call   See the plans FAQ ## Questions about your dashboard Do I need a retainer to get a dashboard?*+* No. The Snapshot, Report and Review plans stand on their own. If the data shows something that needs fixing and you want us to do it, a retainer lets HBA take that on. What tools can you connect?*+* Whatever you use, we find a way to track it. That includes paid ads, search, AI search, social, referral sites, calls and chat, your CRM, email and more. What if I don't have tracking set up yet?*+* Book a free 30 minute call or a strategy call. We start with Tracking Setup now, and a Snapshot once there's data. Platforms like Google Analytics can't backfill data, so the sooner tracking is in, the sooner you have answers. How do you make sure my numbers are right?*+* Before you see your dashboard, we check the totals against each platform so every number matches where it came from. When we review it together, we tag you in comments right on the numbers so you always know what we mean. Who owns the dashboard?*+* HBA builds and maintains the dashboard and its formulas. You get access to it, and the insights and decisions it gives you are yours to keep. What happens after the first three months?*+* Monthly plans start with three months, which is how long it takes to see a real trend, then go month to month. Add a channel or a new offer anytime and we build it in. #### ![HBA\_BusinessCard1 (3)](https://www.herbusinessalliance.com/hs-fs/hubfs/HBA_BusinessCard1%20(3).png?width=159&height=85&name=HBA_BusinessCard1%20(3).png) A marketing partner that leads strategy and implementation for founders and small businesses the way an in-house team would. WORK WITH US - Apply to Work Together - Strategy Consulting - Pricing RESOURCES - Read our blog - Custom Dashboards - FAQ © 2026 Her Business Alliance LLC All rights reserved - [Terms](https://www.herbusinessalliance.com/terms-and-conditions) - [Privacy](https://www.herbusinessalliance.com/privacy-policy) - Sitemap ```json { "@context" : "https://schema.org", "@type" : "FAQPage", "mainEntity" : [ { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "No. The Snapshot, Report and Review plans stand on their own. If the data shows something that needs fixing and you want us to do it, a retainer lets HBA take that on." }, "name" : "Do I need a retainer to get a dashboard?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Whatever you use, we find a way to track it. 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