Tax and accounting
54% better lead quality after using LeadJourney for marketing
Karsten Guhr
Managing Director
Read the storyMarketing reporting software
Marketing reporting software that reports revenue, not platform claims.
Every channel and campaign shows spend, leads, qualified leads, customers and revenue, and every figure opens the named deals behind it.
- Revenue from the CRM, not platform claims
- 15+ hours of reporting saved a week
- Scheduled to Slack, email or WhatsApp
Rated by teams whose reports build themselves
- TrustpilotRated 4.9 out of 5 on Trustpilot4.9
- G2Rated 5.0 out of 5 on G25.0
- CapterraRated 5.0 out of 5 on Capterra5.0
Reporting from the CRM at
The board report, already built
Your workspace
Marketing reportJune, customers and closed-won revenue from HubSpot
€33.2kSpend
83Customers
€477.4kRevenue
ChannelSpendLeadsCustomersRevenue
Google Ads€14.2k21226€142.6k
Google organic€017422€118.4k
Meta Ads€11.6k24819€96.3k
LinkedIn Ads€7.4k619€81.9k
ChatGPT€0437€38.2kCustomers and revenue are closed-won deals in the CRM. Click any figure and the deals behind it open.
The definition
What is marketing reporting software?
In short
Marketing reporting software pulls the results of every channel, paid, organic, email and AI search, into one report: spend, leads, customers and revenue per channel and campaign. The best marketing reporting tools take revenue from the CRM instead of each platform's own conversion count, refresh on their own and send the finished report on a schedule.
Report every channel in one table
Paid, organic, email, referral and AI search side by side with the same columns, so the report compares channels instead of repeating each platform's dashboard. See cross-platform reporting.
Take revenue from the CRM
Leads, qualified leads, customers and revenue come from the deal records in HubSpot, Salesforce or Pipedrive, not from the conversions each ad platform claims for itself.
Open the records behind a number
A figure the board can question has to open: the named leads and deals behind it, with the campaign that brought each one in. A bar chart without names is a picture, not a report.
Build and send itself
Refresh from live data rather than from a monthly export, write the summary, and go out on a schedule to the people who need it, in the channel they already read.
Why the dashboard is not the report
Your reporting tool repeats what each platform claims. Your boss is asking what the spend closed.
Dashboard tools pull each platform's conversion count into a template. Faster than exporting CSVs, but the figures are still the platforms grading their own work, and none of them knows which lead became a customer.
- Every platform counts its own conversions, so the channel tiles add up to more leads than the CRM has, and nobody can say which tile is right.
- Conversions are form fills, not customers. The report says 240 leads and cannot say how many were qualified, how many closed, or what they paid.
- Revenue is a manual column. Somebody exports closed deals from the CRM every month and pastes them next to the spend, and the two never quite line up.
- A figure cannot be questioned. When the CFO asks which deals are behind the €80k, the dashboard has a bar chart and no names.
- Organic, referral and AI search are missing, or sit in a separate GA4 widget with sessions instead of leads, so the paid channels look like the whole story.
- The report still gets rebuilt. Templates break when a connector changes, a new campaign needs a new widget, and the monthly summary is still written by hand at 11 p.m.
The result is a report that looks finished and cannot survive one follow-up question. The team spends the meeting defending numbers instead of deciding on them.
Watch it
Stop stitching the monthly report
One real-time dashboard instead of the Excel, Meta and Google exports the report gets assembled from every month.
59 secondsAll videos
Case studies
What changes once the attribution is right
One measured result per customer, with the person, the role and the company behind it.
SEO agency
95% clarity about marketing KPIs and a foundation to scale
Nikita Yatsun
Managing Director
Read the story
Klickkraft GmbH
Business coaching
€10-20k in monthly Meta spend, tied to qualified leads and revenue per ad
Florian Buck
Managing Director
Read the story
LinkedIn growth agency
2x customer retention, once every LinkedIn touchpoint was tracked to revenue
Marc Richard
CEO
Read the story
Digital publishing
Which article produced the lead and the revenue, across AI and organic search
Andreas Malkow
CEO & Head of PR
Read the story
SEO and GEO agency
Proven ROI on every retainer, from organic and AI search leads through to revenue
Philipp Nessmann
Managing Director
Read the story
Getreach
Backlinks marketplace (SaaS)
Integrations
Every source and every CRM, connected.
The ad platforms and channels a touchpoint can come from, and the CRMs the outcome is read back from. Open any tile for what exactly moves between LeadJourney and that tool.
Ad platforms
Spend, campaign structure and click IDs come in. Closed deals go back out as offline conversions.
- Meta Ads
- Google Ads
- LinkedIn Ads
Microsoft Bing Ads
TikTok AdsSoon
Pinterest AdsSoon
Reddit AdsSoon
X AdsSoon- ChatGPT AdsSoon
AI search engines
The traffic your analytics still files under direct. No setup, the tracking script separates it.
CRM and sales
Lead stage and deal value flow in. Every campaign sees the revenue it actually produced.
HubSpot
Salesforce
Pipedrive
Attio
Close
GoHighLevel
ActiveCampaign
Odoo
Patch Retention
Podium
monday.comSoon
What the software does
Everything a marketing reporting tool has to do, from one dataset.
Every channel in one report
Meta Ads, Google Ads, LinkedIn Ads and Microsoft Ads next to organic search, email, referrals and AI search such as ChatGPT and Perplexity, with the same columns on every row: spend, leads, qualified leads, customers, revenue.
Revenue from the CRM
Customers and revenue are read from the deal records in HubSpot, Pipedrive, Close and Attio natively, and from Salesforce and 100+ others by webhook, so the report and the CRM cannot disagree.
Drill down to the named deals
Every number is a link. Cost per customer on a campaign opens the customers, the deal values and the dates they closed, straight from the CRM, in the meeting if that is when the question comes.
Custom report builder
The standard reports cover most meetings. When the board wants revenue by region, by product line or by CRM owner, build the view once from any CRM field you have mapped, save it, and it refreshes with the rest.
Atlas writes the summary
Atlas, the AI analyst in every workspace, reads the same dataset, writes the week's summary and answers the follow-up in chat or in Slack. See Ask Atlas.
Scheduled and shareable
Pick the cadence and the channel. The weekly summary posts to Slack, the monthly report goes out by email or WhatsApp, and a live dashboard link lets the CEO open the current numbers any day without asking.
Why the source matters
A report you can drill into is a report nobody argues with.
When revenue in the report is the closed-won amount in the CRM, the meeting stops being about whether the numbers are right. The question moves to which channel deserves more budget, which is the question marketing wanted.
The reports
What the report looks like when every figure has a deal behind it.
Your workspace
Ad campaign reportJune, top campaigns by closed-won revenue
ChannelSpendCustomersRevenue
Search, non-brand€9.1k17€94.8kSponsored content, ABM€5.6k7€66.5kLead gen, lookalike 2%€7.3k12€61.2kRetargeting, video€4.3k7€35.1kSearch, brand€2.4k6€31.4kTop five campaigns, of €33.2k total spend€289.0k
Cost per customer here is spend over CRM customers, not spend over platform conversions.
Ad campaign report
Spend, customers and revenue per campaign, across every ad account.
The channel table is the board's view; the campaign table is yours: every campaign with what it cost, how many customers it produced and what they paid. Open a row and it splits into ads and landing pages.
- Meta, Google, LinkedIn and Microsoft Ads in one table
- Cost per lead and cost per customer from CRM outcomes
- Drill from campaign to ad group, ad and landing page
- This month against last, without a formula
Your workspace
What changed in CAC this month and why?
You
Blended CAC, June against May
- Blended CAC
- €400, down 11% from €449
- Biggest driver
- Google Ads non-brand, 17 customers, up from 11
- Worked against it
- LinkedIn ABM, €800 per customer, up 12%
- Spend
- €33.2k, up 4%
Computed from spend in your ad accounts and closed-won deals in HubSpot, June 1 to 30.
- Which deals closed from Google Ads?
- Write the summary for #marketing
Ask Atlas
The summary written for you, and the follow-up answered in Slack.
Atlas sits on the same dataset as the reports. Ask what changed in CAC this month and the answer names the channels that moved it, from live spend and CRM deals.
- "Write the weekly summary" is a valid request
- Explains what moved a number, not only that it moved
- Answers in chat or in Slack, where the team already is
- Included in every workspace, not an add-on
Your workspace
Report scheduleSent this month
Live
Weekly report sent to Slack #marketingChannels, campaigns, Atlas summaryMon 08:00Delivered- Monthly board report emailedLeadership team, 6 recipientsJul 1, 07:30Delivered
Daily lead digest sent by WhatsAppFounder, yesterday's leads by sourceDaily 18:00Delivered- Lead alert posted to Slack #salesLena Vogt, Fintory, from Google Ads non-brandToday 09:12Posted
Every send is built from the live dataset at the moment it goes out, not from a snapshot.
Scheduled reports
The report arrives before anyone asks for it.
Set the cadence once and the report goes out on its own: the weekly summary to Slack, the monthly report by email, the numbers by WhatsApp. Every delivery is built from the live dataset at send time.
- Weekly, monthly or on a custom schedule
- Slack, email or WhatsApp, per report and per recipient
- Atlas summary at the top, the tables underneath
- Shareable live dashboards for people who want it today
Live in 21 minutes
Marketing reporting set up in three steps
No connector marketplace, no data warehouse, no template to maintain.
- 1About 5 minutes
Install
Add one script to your website on your own first-party subdomain. From then on every visit is recorded with its source, campaign and click ID, which is the row every report is built from.
- 2About 15 minutes
Connect
Connect the ad accounts for spend and your CRM for the outcomes. HubSpot, Pipedrive, Close and Attio connect natively; Salesforce and 100+ others through a webhook, Zapier, Make or n8n.
- 3Same day
Schedule
Choose the reports and where they go: the weekly summary to Slack, the monthly report by email, a live dashboard link for the board. The first report is ready the same day.
How it compares
Dashboard tools, Looker Studio, and marketing reporting software built from the CRM.
| What you need |   Dashboard tools (DashThis, Whatagraph) |  Looker Studio + exports | LeadJourney |
|---|---|---|---|
| Where the numbers come from | No: Each platform's own conversion count | Partly: Whatever you connect and export | Yes: Tracked journeys joined to CRM deals |
| Customers and revenue per channel | Partly: A CRM connector, mapped by hand | Partly: A monthly CRM export, pasted in | Yes: Read from the CRM, per channel and campaign |
| Drill to the deals behind a figure | No: Aggregates only | No: Aggregates only | Yes: Every figure opens the named deals |
| Double counting across platforms | No: Inherits every platform's claim | No: Inherits every platform's claim | Yes: One journey per lead, counted once |
| The written summary and the follow-up | Partly: Widgets and annotations, you write the text | No: A new chart per question | Yes: Atlas writes it and answers in Slack |
| Setup and upkeep | Partly: A template per source, breaks when a connector changes | No: Weeks to build, breaks quietly | Yes: 21 minutes, refreshes itself |
What changes
What in-house teams do differently once the report builds itself.
Reporting hours
The weekly and monthly reports go out on their own, so the 15+ hours a week that went into exports and pasting go back into the campaigns.
Numbers that match finance
Revenue in the report is the closed-won amount in the CRM, so marketing and finance stop reconciling two versions of the quarter.
Budget conversations won
Spend against closed revenue per channel is an argument. Impressions and click-through rate are not.
Follow-up questions answered in the room
Which deals are behind that number is one click, not a promise to get back to someone by Friday.
Organic and AI search counted
Channels without a budget get the same columns as the ad accounts, so the report shows the whole mix and not only the part that was paid for.
One version of the report
The board, the CMO and the channel owners read the same dataset at different depths, instead of three decks that disagree.
Original reviews
What our customers wrote, word for word
4.9 out of 5 across 11 public reviews. Quoted as they were left, shortened only by dropping whole sentences.
- 5 out of 5 starsGoogle
“Before LeadJourney, we had no reliable tracking concept for our five-figure ad spend. We were manually building spreadsheet and CRM reports, inaccurate and time-consuming. Within two days, everything was set up. For the first time, I know exactly what I pay per lead and which campaigns actually bring in the best-qualified prospects.”
Florian BuckCEO, Klickkraft GmbH “With LeadJourney we are able to track all our leads and connect them with sales and attribution data to make better decisions. In the first month of using it we scaled from 0 to 100k revenue from paid ads only.”
GetreachBacklinks Marketplace (SaaS)- 5 out of 5 starsG2
“LeadJourney finally fixed my Marketing Analytics. It goes way beyond basic Ad Tracking Software. The Customer Journey Report saves hours of digging, and capturing everything from Offline Conversions to AI Search Tracking makes it the Best B2B Attribution Platform available.”
Sascha LenzMarketing Manager
- 5 out of 5 starsTrustpilot
“Connected LeadJourney for 2 clients, setup took literally 20 minutes each. The data became more accurate, the reports actually make sense. Now clients look at the dashboard and the 'why don't the numbers match?' questions are gone.”
Alexander SamarPerformance Marketing Agency - 5 out of 5 starsGoogle
“With LeadJourney, we have finally found a tool that provides us with the data we need to scale our performance marketing campaigns. The most important KPI is no longer lead price but cost per qualified lead.”
Steffen SiesingCEO, Bilanzmanufaktur GmbH
- 5 out of 5 starsG2
“The ability to track both online and offline conversions in one unified dashboard has given us insights we never had before. Our ROI has improved dramatically since we started integrating LeadJourney with our CRM. We're finally able to see the full customer journey, and it's been a game changer for our strategy.”
Andre WitzelFounder, Trading.de - 5 out of 5 starsTrustpilot
“The ability to seamlessly integrate data from multiple channels and see real-time insights has significantly improved our campaign results. We now focus on metrics that truly matter, like ROI and qualified leads.”
Nikita YatsunCEO, RLV Media GmbH
Read the reviews where they were left
Common questions
Marketing reporting software, the questions buyers ask
What in-house marketers want to know before they replace the dashboard tool and the spreadsheet.
What does marketing reporting software do that a dashboard tool does not?
A dashboard tool connects to each platform's API and shows the platform's own numbers in a template. Marketing reporting software in the sense this page uses it owns the data underneath: it tracks the journey from the click to the deal in the CRM, so the report can show customers and revenue per channel rather than conversions per platform. The ranked guide compares both kinds side by side.
Which reports are included?
An ad campaign report, a traffic channel report, a lead overview and a landing page report, all built from the same dataset, plus a custom report builder for the views your board asks for. Every figure in every report opens the leads and deals behind it, and the transparent logs show where each number came from.
Where does the revenue figure come from?
From the deal records in your CRM. HubSpot, Pipedrive, Close and Attio connect natively with one-click OAuth; Salesforce and 100+ others connect through a webhook, Zapier, Make or n8n. LeadJourney matches each deal to the tracked journey that produced it, so revenue per channel is the closed-won amount, not a platform estimate.
How does it avoid double counting across Meta, Google and LinkedIn?
Each lead is one tracked journey with every touch on it, so a customer who clicked a Meta ad and later a Google ad is one customer in the report. The attribution model decides how the credit is split: first click, last click, linear, position-based or multi-touch. See marketing attribution software for how the models differ.
Can the report go out automatically?
Yes. Choose the report, the cadence and the channel, and it is sent to Slack, by email or by WhatsApp, built from the live data at the moment it goes out, with the Atlas summary at the top. A shareable live dashboard covers the people who want to look between sends.
What can Atlas answer?
Anything the dataset can answer: what changed in CAC this month and why, which campaigns produced the ten largest deals, what the summary for the Monday meeting should say. Atlas sits on the same spend, session and CRM data as the reports and answers in the LeadJourney chat or in Slack, where anyone on the team can tag it. The same data is available in Claude and ChatGPT through the MCP server.
I run an agency and report to several clients. Is this the right page?
The reporting engine is the same, and agencies use it with one workspace per client, white-label dashboards and client logins. That side of the product has its own page, agency reporting software, linked at the end of this one. This page is written for the in-house team reporting to a boss or a board.
How long does setup take and do I need a developer?
Most teams are live in about 21 minutes: one script on the site, the ad accounts and the CRM connected, the first report scheduled. No data warehouse, no connector marketplace and no template to maintain. Tracking is first-party, hosted in the EU in Frankfurt with a signed data processing agreement, which matters when the report is going to a board.
See it on your own numbers
See your next report built from your CRM, live on the call.
Book a demo and we connect your ad accounts and CRM, then build the report you would take into your next meeting: spend, leads, customers and revenue per channel.
Your workspace
What changed in CAC this month, and why?
YouCAC rose from €372 to €400. Two causes.
- LinkedIn Ads CAC
- €612 (+€140)
- Google Ads CAC
- €318 (unchanged)
- Customers closed
- 83 (+9)
- Cause 1
- ABM spend +€8.2k
- Cause 2
- 11 deals still open
Open deals from LinkedIn are worth €96k in pipeline. CAC will fall when they close.
- Show CAC by channel for Q3
- Which campaigns closed the 83 customers?
