HubSpot + Fieldproxy Automation

Service Revenue Attribution

Track every dollar from first marketing touch through repeat service delivery. Finally see the true ROI of your sales and marketing efforts.

Complete Revenue Journey

Track revenue from first touch through lifetime value

Marketing Touch

Campaign Source

Google Ads - HVAC Repair

Lead Created

Lead Value

$0 (Prospect)

Deal Closed

Deal Amount

$2,500

Service Delivered

Actual Revenue

$2,850 (with upsells)

Repeat Business

Lifetime Value

$12,400 (over 2 years)

Why Track Revenue Attribution?

Stop guessing which efforts actually drive revenue

True Marketing ROI

See which campaigns drive actual service revenue - not just leads

Deal-to-Revenue Tracking

Compare quoted amounts vs actual job revenue including upsells

Lifetime Value Calculation

Auto-calculate customer LTV from all service transactions

Revenue Forecasting

Project service revenue from pipeline based on historical data

Sales Performance

Attribute revenue to individual sales reps and teams

Upsell Tracking

Track additional revenue captured by field technicians

Built-In Revenue Reports

Pre-configured reports available in HubSpot dashboards

Campaign Revenue Report

Service revenue attributed to each marketing campaign and channel

Sales Rep Performance

Revenue generated per sales rep including field service follow-through

Customer LTV Dashboard

Lifetime value trends and cohort analysis

Quote vs Actual Report

Compare deal amounts to actual service revenue delivered

Upsell Revenue Report

Additional revenue captured by technicians in the field

Revenue by Service Type

Breakdown of revenue by job type and service category

Revenue Dashboard Preview

See your service revenue metrics at a glance

Total Service Revenue

$847,250

+12% vs last quarter

Avg Customer LTV

$4,820

+8% vs last quarter

Upsell Revenue

$94,500

11% of total

Marketing ROI

4.2x

Best: Google Ads 6.1x

Top Revenue Campaigns

Google Ads - Emergency Repair$186,400
Facebook - Seasonal HVAC$124,800
Referral Program$98,200

Top Sales Reps

Sarah Johnson$142,600
Mike Chen$128,400
Emily Davis$112,800

Industry Use Cases

How different industries leverage revenue attribution

Home Services

Seasonal Campaign ROI

Track which seasonal campaigns drive the most service revenue

Commercial

Contract Value Tracking

Monitor recurring contract revenue over multi-year periods

Equipment

Service vs Parts Revenue

Attribute revenue to labor, parts, and warranty work separately

Maintenance

Recurring Revenue

Track maintenance agreement revenue and renewal rates

Ready to Track Revenue Attribution?

Start seeing the true ROI of your marketing and sales efforts. Setup takes less than 30 minutes.