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Prove itGrowth Partner · Updated August 2026
Source-to-deal reporting
Source-to-deal reporting when campaign, stage and deal-value inputs are connected. Where an input is missing, the report stops there — revenue is never inferred.
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What the report can follow
1Source
2Contact
3Stage
4Deal value
5Report
Representative — not a production capture. The walkthrough video for this feature is being filmed; every feature on the wall is getting one.
What it includes
The lead source recorded on the contact when it enters, and carried onto the deal Listing-level lead reporting — which launch a lead came from Deal-stage reporting as the pipeline moves Deal-value reporting when your team records values on won deals
Common use
A broker wants to know which listing, ad, or source produced real pipeline — not just clicks — and is willing to keep stages and deal values current.
Espo difference
The reporting reads the CRM record itself, not a separate ad dashboard — and it shows only what is connected. No estimate fills the gap.
Common questions
Asked about this feature.
What does source-to-deal reporting mean?
The source is recorded when a lead enters, stays on the contact, and carries onto the deal as the pipeline moves. A revenue figure appears only when your team has recorded the stages and deal values needed to support it — otherwise the report stops at the last connected event.
How is this different from my ads dashboard?
Meta tells you about clicks and form fills. The CRM report can show what happened after — response, pipeline entry, showing, deal — to the extent those events are recorded. It does not guess at what was not recorded.
Can I see it per listing?
Leads can carry the listing that produced them, so each launch accumulates its own source record: leads, follow-up, and pipeline. The report shows only the connected inputs available for that property.
Do you trace every ad dollar to a commission?
No. We do not claim that. Won deals need recorded values, and source and stage data must stay connected the whole way. Where those inputs are missing, the report stops at the latest supported pipeline event rather than inferring revenue.
See it running on your market.
Thirty minutes with the founders, no deck. We walk this feature — and the rest of the engine — against your actual listings and pipeline.
See the current implementation
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