Product

The sales tracking software that traces every dollar.

Multi-touch attribution, call tracking, closer performance, and ad spend to revenue (ROAS), reconciled hourly against your CRM and payment ledger.

What BrightBoard tracks

Every dollar, traced to its true source.

Four lenses on the same reconciled data: multi-touch attribution, closer performance, lead source tracking, and ad spend to revenue. One platform, one number.

Multi-touch attribution

First-touch, last-touch, linear, and position-based attribution models in marketing, applied to every dollar of reconciled revenue. No more arguing about which channel gets the credit.

4 attribution models

Closer & setter performance

Closer performance leaderboards by booked rate, show rate, close rate, and revenue closed, per rep, per offer, per week. Reconciled against payments, not memory.

By rep · offer · week

Lead source & call tracking

Auto-stitched UTM, referrer, and form-source data on every lead. Call tracking on every booking, so you see which post, podcast, or partner drove the conversation.

UTM · referrer · call

Ad spend to revenue (ROAS)

True ROAS calculated from reconciled revenue, not platform-reported revenue. See ad spend to revenue per channel, per campaign, per creative.

Hourly reconciliation
The problem

Your revenue data is scattered across six tools
and none of them agree.

CRM says one thing. The ad platform says another. Closers track their own numbers in a spreadsheet. So seven-figure decisions get made on gut feel. BrightBoard gives you one source of truth, lead source attribution, call tracking, and revenue, reconciled hourly.

October revenue · by tool
CRM (GHL)$1.62MStripe$1.71M
Hyros$1.48MMeta Ads Manager$1.93M
Closer spreadsheet$1.55MCalendly328 calls
!$450K spread between sources. Which number do you forecast on?

One source of truth. Reconciled hourly.

BrightBoard ingests every booking, call, contract, charge, and ad event, then reconciles them against the same revenue ledger every hour. No more arguing with your CRM.

  • One reconciled revenue figure across CRM, payment, and ad sources
  • Every call mapped back to the lead source and campaign that paid for it
  • Closer numbers your reps cannot edit out of

Plugs into the stack you already run · 16+ native integrations

GoHighLevelSalesforceHubSpotCalendlyiCloseSlackMicrosoft TeamsStripeHyrosMeta AdsGoogle AdsZoomOnceHubTikTok AdsZapierCloseGoHighLevelSalesforceHubSpotCalendlyiCloseSlackMicrosoft TeamsStripeHyrosMeta AdsGoogle AdsZoomOnceHubTikTok AdsZapierClose
Book a call

See BrightBoard on your data.

Pick a time. We will walk you through a live dashboard on real sales numbers and answer every question you have.

30-minute demo on your numbers.

Send us read-only access before the call and we will rebuild your last 90 days of revenue live, on screen, in front of you. So you see the actual product on actual data, not a sandbox.

  • Live reconciliation against your CRM, payment, and ad data
  • Your top 3 attribution and closer findings, exported
  • Pricing, timeline, and a clear next step, or none, no pressure