Systems // Reporting

Reporting & Attribution

You see exactly which dollars produced which jobs.

The leak

What breaks today

Ads dashboards show clicks. The CRM shows jobs. Nobody can connect them without a weekend in spreadsheets — so budget decisions are guesses dressed as meetings.

What changes

  • A clear view from source → inquiry → booked job (and where it died).
  • Spend and outcomes in one conversation — not two tabs that disagree.
  • You own the underlying accounts and data. THP builds and maintains the reporting layer.
How it works
  1. 1

    Agree on the definitions

    What counts as a lead, a qualified lead, a booked job — written before charts get pretty.

  2. 2

    Connect the sources

    CRM stages, ad platforms, and forms feed one reporting path with consistent UTM and source fields.

  3. 3

    Review on a cadence

    A simple recurring view you can actually use in a thirty-minute budget call.

The meeting with two truths

Ads say the campaign is working. Ops says the calendar is empty. Both open a laptop. Neither can prove the other wrong without exporting CSV files and arguing about dates. Reporting & attribution is the shared scoreboard — imperfect, but one.

What blind spend costs

If a channel produces inquiries that never book because response is slow, more spend makes the leak louder. If a quiet channel produces booked jobs, starving it to “optimize CPC” is self-harm. Without source-to-job visibility you will fund the wrong fix. Even a rough monthly picture beats another quarter of confident guessing.

Edge cases we plan for

  • Call-only businesses → we track call sources as carefully as forms, not as an afterthought.
  • Shared household phones → attribution stays directional; we do not pretend every call is a unique cookie.
  • Offline jobs from referrals → a clean “referral” source beats stuffing them into Paid.
  • Multiple offers on one account → we report by campaign and offer, not one blended vanity number.
What's included
  • Source-to-job visibility

    Which channels produce booked work — not just form fills.

  • Leak reporting

    Where inquiries stall: no response, no show, lost quote — so you fix process, not only ads.

  • Shared definitions

    Metrics mean the same thing to marketing and operations.

  • Owner-readable views

    Built for decisions, not for analysts who love pivot tables.

Next step

Want one view both sides can trust?

Thirty minutes. We compare how you count leads today — then show what attribution would need.

Book a call

Questions
Will this tell me exact ROI to the penny?

It will get you honest enough to decide. Multi-touch reality is messy; we still beat "the Facebook number vs the CRM number" arguments.

Who owns the data and ad accounts?

You own your ad accounts, CRM, phone number, domain, Google Business Profile, and contact database. THP builds the reporting layer and retains that build IP.

Do I need perfect tracking first?

We start with what you have and tighten source fields as we go. Waiting for perfect tracking is how reporting never ships.

Is this a custom BI project?

Usually no. We prefer durable, simple views over a fragile dashboard museum.

Next step

Ready to see which dollars make jobs?

Book a call. We define metrics first, then the report.

Book a call

Book a call