Ad source efficiency and ROAS

Ad Source Efficiency connects advertising spend data with CRM lead and deal results to show the financial return of each advertising source. It is built for marketing and commercial teams who need to see not just lead volume but whether advertising investment is generating profit.

Why businesses use it

Tracking ad spend separately from CRM outcomes makes it impossible to calculate true ROI. This dashboard connects costs to revenue and shows which sources are profitable, which break even, and which are losing money.

Business value

• See total ad spend, revenue, and net profit per advertising source
  
• Calculate customer acquisition cost and average deal size per source
  
• Track return on investment and payback per source
  
• View the full lead-to-deal funnel by source
  

Common use cases

• Identify which advertising sources generate the highest net profit
  
• Compare customer acquisition cost against average deal size per source
  
• Review the investment and return breakdown for each source
  
• Monitor open lead pipeline by source alongside financial metrics
  

How it works

The dashboard connects to advertising spend and CRM data. Sixteen visualizations cover: ad revenue vs. total lead revenue pie chart, average deal close time, customer acquisition cost and average deal size, client count, spend dynamics, total spend KPI, source funnel chart, investment and profit table, net profit KPI, net profit by source, open lead summary table, ROI table, ROI dynamics, revenue dynamics, total revenue KPI, and source summary table. Filters: Period, Grouping, utm_source, Advertising Source, Currency.

FAQ

• We're spending money on advertising but don't know which sources are actually profitable after accounting for deal revenue. How does this show that?
  

The dashboard connects ad spend to closed deal revenue per source and calculates net profit, ROI, and payback for each one. You get a financial return view, not just a lead count.

• Our cost-per-lead looks acceptable, but deals from certain sources take much longer to close. Is there a way to factor that in?
  

Yes — the average deal close time chart is broken down by source. A source with a low cost-per-lead but a long close cycle has a very different real cost than the headline number suggests.

• We don't want to pull data manually from our ad platform to update these metrics. How does the spend data get in?
  

Advertising cost data must be entered into the system and linked to sources — it is not pulled automatically from external ad platforms. The dashboard works with whatever spend data is recorded in Bitrix24.

• What is needed to connect to Bitrix24?
  

Access credentials for the Bitrix24 BI connector, configured during app installation.