// ad analytics from your CRM export

Raw CRM data → which channel actually pays off

Rootra reads Excel and CSV exports from any CRM, maps the columns by itself and counts revenue, ROI and clients by channel.

request access → what it counts

// what it looks like

Inside Rootra

01 · key metrics
Metric cards: leads, closed, revenue, average order, new clients, ad ROI
Leads, revenue, average order, new clients and ad ROI — with change vs the previous period.
02 · sources
Revenue by ad source with lead count and average order
Which source brings the most money, how many leads and at what average order.
03 · analyst clients
Analyst client list with saved setups
Analysts get a tile per client. Columns, branches and currency are remembered.
04 · pdf report
PDF report with the analyst logo, sources and branches
A ready report with your logo and comment — send it to your client as is.

// screenshots show demo data

// what it counts

01

revenue

by channel and period

02

ad_roi

payback of every source

03

new / returning

who came first time and who came back

04

branches

every location on its own

role: owner

For business owners

Know where to spend on ads — no analyst, no paid CRM add-ons.

role: analyst

For CRM analysts

A workspace per client, set up once, PDF reports with your logo.

Connect Rootra and see reports on your own data. Your files stay with you.

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