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Traverse Management
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Illustrative workflow

Marketing Performance Intelligence

A representative analysis connecting campaign spend, tracked conversions, CRM leads, closed sales, and acquisition costs.

  • Marketing attribution
  • Acquisition cost
  • Vendor effectiveness
  • Sales performance
  • Reporting integrity

Relevant to Established Businesses, Investors

Discuss a Performance Review

The problem

Marketing spend is spread across advertising platforms, agencies, lead providers, and website vendors. Each one reports its own results, the numbers rarely reconcile with the CRM or the sales system, and leadership cannot see which dollars actually produce sales.

How the analysis works

A workflow that joins spend from advertising platforms and vendor invoices to tracked conversions, CRM leads, and closed transactions. Each channel and vendor is measured on cost per qualified lead, cost per sale, and gross profit returned, with the gaps between reported and verified results made visible.

Sources

  • Advertising platform spend and conversions
  • Website analytics and call tracking
  • CRM leads and opportunities
  • Sales and transaction records
  • Vendor and agency invoices

Measures

  • Spend by channel
  • Cost per lead
  • Lead quality
  • Conversion rate
  • Cost per sale
  • Gross profit per channel
  • Reported vs. verified results

What it enables

  • See which channels and vendors produce sales, not just clicks
  • Establish a baseline acquisition cost and track it over time
  • Find duplicated attribution and spend that no longer earns its keep
  • Prioritize budget changes by their estimated financial impact
Channel performance
Search across sources
ChannelCost per saleReturn
Paid search, brand terms$1804 of 4
Referral and repeat customers$954 of 4
Paid search, competitor terms$4103 of 4
Third-party lead provider A$6402 of 4
Social campaigns$7201 of 4
Third-party lead provider B$1,1501 of 4

Illustrative view with representative figures, not results from a client engagement.

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