See which pages, searches, and campaigns brought in paying customers. Pantora records where leads come from and connects paid QuickBooks invoices to those leads, so you can compare revenue by source.
Revenue by sourceLast 90 days
Google search$12.4k
ChatGPT$6.2k
Website chat$3.9k
Referral$2.8k
Booked revenue, matched to leads$25.3k
Invoice #1042 paidQuickBooks · just now
$2,400
SP
Sarah P. · Water heaterLead marked won
Won
Came from ChatGPTLanded on /services/water-heaters
You know roughly how many leads came in last month. You do not know which of them paid, or which page, ad, or search sent the ones that did. Pantora follows each lead from the first click to the paid invoice.
Connect the source of each lead to the revenue from the job.
Connect QuickBooks. When an invoice is paid, Pantora matches it to the lead by email, then phone. A confident match marks the lead Won with the invoice total as revenue. An unsure match asks you to pick the lead.
2
accounting tools connect: QuickBooks
Invoice paidMatched by email
$3,640
TR
Tom ReyesLead marked won
Won
Marked WonOrganic search
Which channel brings the jobs that pay
Leads by source is a vanity number until revenue sits next to it. Every won lead shows its revenue and its source together: website form, call, chat, or added by you, so the next marketing dollar goes where the paid work came from.
1 tab
leads, won, lost, and won value
Revenue by sourceLast 90 days
Google search$12.4k
ChatGPT$6.2k
Website chat$3.9k
Referral$2.8k
Last 90 days$25.3k
The trail from first click to the form
Each form or chat lead records the landing page, the channel, the referrer, any campaign tags, the device, the city, and the pages read that day. It shows on the lead as a short trail, so you know what convinced them before you call.
1 day
of page visits, saved on the lead
How they found you
Searched "water heater repair canton"2:14 PM
Landed on /services/water-heaters2:14 PM
Read your reviews2:16 PM
Sent the quote form2:19 PM
Canton, GAiPhoneOrganic search
What you can see
From first visit to paid invoice, connected
No tracking code to install and no spreadsheet to keep. The source is captured when the lead is created, and the revenue arrives when the invoice is paid.
Source on every lead
Page, landing page, channel, referrer, campaign tags, device, and city, captured the moment a form or chat lead is created.
Your QuickBooks, connected
Invoices, estimates, and payments flow in from the accounting tool you already use. Connect it once.
Paid invoices mark leads won
A paid invoice is matched to the lead by email, then phone. A confident match marks it Won with the invoice total as revenue.
You settle the unsure ones
When a payment could belong to more than one lead, an Invoice paid card in your inbox asks you to pick. Nothing is guessed.
Revenue on every customer
Each contact carries paid total, invoice count, open balance, and last paid date. The first payment turns a lead into a client.
Leads by source, on the dashboard
New leads from website forms, calls, and ones you added, with revenue and the journey on each lead underneath.
app.pantora.aiLive
Revenue
Paid invoices, matched to the leads that started them. QuickBooks connected.
MRMike R.BacksplashWebsite chatEstimate accepted$1,200 open
Revenue by sourceLast 90 days
Google search$12.4k
ChatGPT$6.2k
Website chat$3.9k
Referral$2.8k
Booked revenue, matched to leads$25.3k
Won, $3,640 invoice
Works with the rest of Pantora
Connect marketing results with paid work
Revenue attaches to the lead on your board and the customer it belongs to, and the source tells you whether search, a referral, or an AI answer sent them.
Revenue attribution for a local business, without the spreadsheet
How Pantora connects leads with paid invoices, what you can learn from the results, and where attribution has limits.
See which sources bring in revenue
Revenue attribution connects a paid job with the inquiry that started it. For a local business, that can help answer a practical question: which searches, website pages, referrals, or ads bring customers who pay for your services?
Pantora records source information with leads and uses your accounting connection to match paid invoices. Bringing those details together lets you compare the work and revenue associated with each source, while keeping unmatched payments visible.
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Compare lead counts with paid work
A source that brings many inquiries may produce fewer booked jobs than one with a smaller number of relevant leads. Reviewing outcomes and revenue alongside lead counts helps you understand that difference before deciding where to spend more time or money.
In Pantora the comparison is built into the lead itself. Every form and chat lead carries an attribution snapshot: the page it came from, the landing page, the first-touch channel (organic search, paid, direct, referral), the referrer, any campaign tags, the location, and the device. Calls and texts carry their source too. When the job is won and the invoice is paid, the revenue attaches to that same lead. Your dashboard shows new leads by source, and each lead opens to its revenue and its journey, so you can look at last quarter and see which channel produced the work that paid, not just the work that asked.
A payment and a lead may exist in separate tools even when they belong to the same job. Pantora connects to QuickBooks and uses the email address, then phone number, to look for a matching lead when an invoice is paid.
A clear match marks the lead won with the invoice total and can start your configured workflows. If several leads could match, an inbox card asks you to choose. Unmatched revenue stays on the contact. The customer record also shows paid total, invoice count, open balance, and last payment date.
See which pages a customer read before contacting you
A lead’s page history adds context to its source. For example, a customer might arrive on a repair page, read about your warranty, and then request a quote. That history helps your team prepare for the conversation and gives you information about which content customers use.
Pantora records the available page journey for form and chat leads under “How they found you.” It includes the landing page, channel, referrer, device, city, and pages visited that day. Review those details before following up, or compare them across leads to understand which pages customers use. AI referrals are identified when the source information is available.
Matching depends on the contact details supplied with the lead and invoice. Different details can prevent an automatic match. An invoice must be fully paid before it marks a lead won, and a second invoice is not currently added to the value of an already-won lead. You can set the deal value manually for jobs billed in stages.
The QuickBooks connection has been built and tested but has limited history across live accounts. Check your matched invoices when you start using it and resolve unclear matches from the inbox. Some revenue will remain unattributed, including work that does not connect to a tracked inquiry.
No. The website Pantora builds records the source on every form and chat lead on its own: the page, the landing page, the channel, the referrer, campaign tags, device, and city. Calls and texts carry their source too. There is nothing to paste into a page and nothing to keep updated.
Pantora has a read-only QuickBooks connection that brings in invoices, estimates, and payment information. Availability depends on your account setup, so check with our team before relying on it. Pantora does not create or send invoices. Review initial matches and resolve uncertain ones from your inbox.
Pantora does not guess. When a paid invoice could match more than one lead, an Invoice paid card appears in your inbox with the candidates, and you pick the right one. If no lead matches at all, the revenue is still recorded on the contact, so the money is never lost, only unattributed.
Not until the invoice is fully paid. Pantora marks a lead Won when the balance clears, with the full invoice total as revenue. A second invoice on a lead that is already won is not added to that lead's revenue today. If that matters for how you invoice, set the deal value yourself when you move the lead to Done.
Yes, at the lead level. Every won lead shows its revenue and its source, whether a website form, a call, website chat, or one you added by hand, and the dashboard shows new leads by source. Look across a quarter and the channel that produced paid work, rather than inquiries, is plain to see.
They will not be attributed automatically, and no tool can fix that honestly. A call still creates a lead with its source, and you can mark it Won with a deal value when you drag it to Done. Revenue attribution is exact for the leads Pantora can see and clear about the ones it cannot.
Yes. The first paid invoice matched to a contact promotes them from lead to client, and the contact carries a rollup of paid total, invoice count, open balance, and last paid date from then on. Their leads, calls, texts, and notes stay on the same record, so the history is in one place.
