Clear your doubts about the Leads Sales P.P.C.T. Dashboards in Guru. This panel gathers data and metrics that help you analyze the relationship between lead generation and sales conversion, allowing you to understand the impact of traffic campaigns throughout the customer journey and make decisions based on real performance.
On this page:
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Information Management in the P.P.C.T. Leads - Sales Dashboard
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Capture Journey
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Conversion Cycle
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Performance by Payment Method
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Performance by Advertiser
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Sales Origin Tracking
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Lead Origin Points
Information Management in the Leads Sales P.P.C.T. Dashboard
Understand how data is organized in the Leads Sales P.P.C.T. Dashboard and how to use filters to analyze the relationship between lead generation and sales conversions.
- How can I filter data in the Leads Sales P.P.C.T. Dashboard?
it is possible to filter the information in the Leads Sales P.P.C.T. Dashboard in the Guru admin to segment data visualization according to the analysis objective. To use the filters, click on the side menu, access Dashboards, select P.P.C.T. and then, Leads Sales.
Available filters include:
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Period: by the tracking of the selected period - you can use the pre-defined time range buttons or select the date you want to view;
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Tracking User: by tracking user;
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Sources: by tracking source;
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P.P.C.T. Groups: by tracking groups.
These filters enable a more targeted reading of results, helping to understand sales performance in specific contexts and support more accurate decisions.
When filtering the Leads Sales P.P.C.T. Dashboard you access specific tracking information you wish to consult.
- Why should I manually update the Leads Sales P.P.C.T. Dashboard?
The manual update of the Leads Sales P.P.C.T. Dashboard allows you to view the most recent information, without waiting for the system's automatic update interval.
This feature is mainly indicated for:
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Ignore temporary cache: the dashboard uses a cache of approximately 5 minutes - when manually updating, the system retrieves the most current data available;
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Monitor recent events: ideal after recording new sales, status changes, or updates related to leads and payments;
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Ensure synchronized data: some metrics depend on the return from payment processors, and manual updating helps reflect this information as soon as it is processed.
To update the Leads Sales P.P.C.T. Dashboard, access the side menu in the Guru admin and click on Dashboards. Then, select P.P.C.T. and, next to it, Leads Sales. Click the Updatebutton, in the upper right corner of the screen.
You can filter the P.P.C.T. Leads Captures Dashboard to access specific tracking information you wish to consult.
- How often should I update the dashboard?
Although the Leads Sales P.P.C.T. Dashboard is automatically updated, manual update is recommended whenever it is necessary to view more recent data.
This procedure is mainly indicated after the entry of new data, such as new sales records, payment confirmations, or synchronization with processors; and after tracking adjustments, such as changed links or P.P.C.T. settings.
To update the Leads Sales P.P.C.T. Dashboard, access the side menu in the Guru admin and click on Dashboards. Then, select P.P.C.T. and, next to it, Leads Sales. Click the Updatebutton, in the upper right corner of the screen.
- How can I export data from the Leads Sales P.P.C.T. Dashboard?
To export the data from the Leads Sales P.P.C.T. Dashboard, access the side menu in the Guru admin and click on Dashboards. Then, select P.P.C.T. and, next to it, Leads Sales. Click on PDF at the top of the page. After a few minutes, the PDF Download will appear to Save.
To export your dashboard data, access Manage Leads Sales P.P.C.T..
Capture Journey
Clear your doubts about the capture funnel in the Leads Sales P.P.C.T. Dashboard and understand how leads evolve from the first contact to sales conversion, based on tracked data for the period.
- What does the Capture Funnel represent in the Leads Sales P.P.C.T. Dashboard?
In the Leads Sales P.P.C.T. Dashboard, the capture funnel presents the relationship between lead generation and the conversion of these contacts into sales, connecting acquisition data to financial results.
Data is displayed in two stages:
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Data group |
Field |
What it represents |
How to use in analysis |
|---|---|---|---|
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Funnel stages - important for you to monitor the performance of your acquisition strategies from lead entry to financial conversion |
Captures |
Total leads captured in the period |
Indicates the entry volume into the sales funnel |
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With sales |
Number of captures that resulted in at least one sale |
Evaluates the conversion rate of leads into buyers |
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In the period |
Number of sales originated from these captures in the selected interval |
Shows the impact of captures on sales within the analyzed period |
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Financial and performance indicators - important for the financial analysis of lead conversion |
Total in the period |
Total value of sales made in the filtered period |
Allows analyzing the revenue generated in the selected interval |
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Total cost |
Total value invested in lead generation in the period |
Basis for evaluating the efficiency of acquisition investment |
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Total |
Total value of sales generated from captures |
Connects the capture to the financial result accumulated |
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ROI in the period |
Return on investment considering only the filtered period |
Indicates the profitability of lead generation actions in the short term |
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Overall ROI |
Accumulated return considering all investment and sales |
Evaluates the overall efficiency of the lead generation strategy |
This view facilitates the analysis of the lead journey's efficiency to sale, helping to validate if lead generation actions are generating qualified leads and financial return for the business.
Use the filters of the Leads Sales P.P.C.T. Dashboard to access information about a specific period you wish to view.
- What is the difference between leads and leads that generated sales?
In the context of the capture funnel of the Leads Sales P.P.C.T. Dashboard, the analysis of leads is focused on financial conversion, i.e., the link between lead generation and sales.
For this, the funnel separates the volume of captured leads from those that effectively generated revenue:
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The metric with sales displayed in the capture funnel considers contacts that converted into revenue, highlighting the financial efficiency of your business strategy;
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While the Captures (Leads) statistic represents the total leads captured by tracking in the selected period, that is, it indicates the volume of contacts that entered the conversion journey.
In the P.P.C.T. Leads Captures Dashboard it is possible to analyze considering the new leadsmetric, which differentiates the total tracked contacts from those who entered the database for the first time.
Use the filters of the Leads Sales P.P.C.T. Dashboard to access information about a specific period you wish to view.
Conversion Cycle
Understand how the conversion window displayed in the Leads Sales P.P.C.T. Dashboard helps identify how long, on average, a lead takes to convert into a sale and how this impacts your traffic strategies.
- What is the Conversion Window in Leads Sales P.P.C.T.?
The conversion window in the Leads Sales P.P.C.T. Dashboard enables the analysis of the time between the lead's first interaction and conversion into a sale, helping to understand the evolution of the customer journey and identify in which intervals the best results occur.
With this view, it is possible to identify behavioral patterns, evaluate lead maturation until purchase, and optimize marketing strategies and commercial approach.
Access to learn more about the customer decision cycle. This helps you align investments and actions more precisely with real revenue generation timelines.
The display of values in evolution charts allows for a daily view (for analyses of periods up to 31 days) or monthly (for periods longer than 31 days).
- How to interpret the time between lead capture and sale?
The conversion window of the Leads Sales P.P.C.T. Dashboard allows analyzing how long leads take to evolve from capture to sales conversion, indicating the speed of the customer decision cycle.
To interpret this data, it is important to observe:
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Category |
Metric |
What it indicates |
|---|---|---|
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Conversion time indicators |
Minimum window |
Shortest time recorded between lead capture and sales conversion - indicates immediate decisions, impulse purchases, or high-urgency offers |
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Average window |
Average time leads take to convert into sale - serves as the main reference for planning remarketing and email sequences |
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Maximum window |
Longest interval recorded until conversion - helps define how long to maintain relationship efforts before reviewing the strategy |
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Volume of leads analyzed |
Total Leads |
Total number of leads tracked in the analyzed period |
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In the period |
Number of leads that effectively converted into sales in the selected period |
Analyzing the conversion window helps adjust campaign timing, validate whether the offer requires a shorter or longer decision cycle, and increase the predictability of return on investment, connecting lead generation to revenue over time.
To define the specific period you wish to view, use the filters of the Leads Sales P.P.C.T. Dashboard.
- Why can leads convert days or weeks after capture, and how to interpret this time through the conversion window?
Leads can convert days or weeks after capture due to the customer's buying journey, which is not always immediate.
At Guru, this behavior is monitored and analyzed through the conversion window, composed of three indicators:
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Minimum window: quick or immediate conversions after capture;
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Average window: standard time most leads take to purchase;
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Maximum window: longest recorded period a lead took to convert - if this number is high, such as 30 days, for example, it means your leads continue to purchase weeks after entering the funnel.
Analyzing this data allows identifying behavior patterns, evaluating remarketing actions, and understanding how long it is worth maintaining the relationship with the lead.
Guru maintains active tracking over time, thus ensuring correct attribution of sales that occur in campaigns or subsequent accesses to the capture origin, even when conversion does not happen on the first contact.
Performance by Payment Method
See how sales originated from leads are distributed among different payment methods and how this data can indicate preferences and barriers at the time of conversion.
- What is the correlation between the diversity of payment methods at checkout and the final conversion rate per source channel?
The correlation is positive and direct - the greater the diversity of payment methods available at checkout, the higher the final conversion rate per source channel tends to be, as offering alternatives reduces barriers and prevents sales loss due to payment limitations.
This impact can be observed at different points in the buying experience, from the initial decision to payment approval.
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Reducing barriers in the purchase decision:
Offering multiple payment methods allows the lead to choose the option most compatible with their financial situation - this is especially relevant because different source channels attract audiences with distinct profiles, habits, and payment capabilities.
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Mitigation of rejections and abandonment:
The presence of alternative methods at checkout reduces the impact of rejections or failures in a specific method - when a payment is not approved, the customer finds other options to complete the purchase, avoiding process abandonment.
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Channel analysis and strategy optimization:
By cross-referencing payment method data with traffic sources in the dashboards, it is possible to:
a. identify payment preferences by source channel;
b. adjust recovery strategies for methods like bank slips, for example;
c. visually prioritize payment methods with a higher approval rate.
This analysis improves the utilization of paid traffic, reduces checkout losses, and positively impacts campaign ROI.
Learn more about payment methods and how to choose the ideal ones for your business.
- How does the payment method influence the lead conversion rate?
The payment method directly influences the lead conversion rate by impacting the purchase decision, transaction approval, and user experience.
The main influencing factors on the conversion rate are:
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Point of influence |
Definition |
Recovery / optimization strategy |
|---|---|---|
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Approval and friction in completion |
Different payment methods have distinct approval rates - in cases of credit card rejections, for example, offering alternatives helps prevent sales loss |
Offer multiple payment methods at checkout, visually prioritize methods with higher approval rates, and encourage immediate alternatives, such as bank slips, after a card rejection |
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Offline payments (bank slip) |
Methods that require a subsequent customer action can reduce final conversion - many leads generate the bank slip but do not make the payment, which reduces the final conversion rate if there are no recovery strategies |
Activate sales recovery strategies with email or SMS automations, reinforce due dates, and present incentives to encourage payment completion |
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Choice of payment method |
The absence of options compatible with the lead's profile can lead to purchase abandonment, even with conversion intent |
Reorder payment methods in the checkout to highlight methods with higher conversion or immediate confirmation |
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Installment conditions |
The total value or the number of installments can make the purchase decision unfeasible, especially when there is interest that impacts price perception |
Configure customized installments, evaluating interest policies and number of installments that make the offer more accessible without compromising margin |
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Lack of follow-up by payment method |
Without individual analysis of approval rates, specific bottlenecks can go unnoticed, affecting overall conversion performance |
Use the Approval by Payment Method section to identify low-performing methods and direct optimization actions |
Having multiple options available reduces barriers and allows the customer to choose the method that best suits their financial reality, which tends to increase sales volume.
Performance by Advertiser
Understand how each advertiser contributes to lead and sales generation, facilitating comparison between platforms and optimizing traffic investment.
- What are advertisers in the Leads Sales P.P.C.T. Dashboard?
In the Leads Sales P.P.C.T. Dashboard, advertisers represent the traffic sources responsible for capturing leads and converting them into sales, as defined in the P.P.C.T. links configured on the platform. By grouping results by tracking origin, the Advertisers section allows analyzing the performance of each channel throughout the sales funnel.
For each listed advertiser, the following metrics are displayed:
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Name(1): name of the tracking origin;
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Sales quantities(1): the quantity of sales per tracking origin;
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Lead quantities(1): the quantity of leads per tracking origin;
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Total(1): the total sales per tracking origin.
(1) The information displayed refers to the informed period.
For advertisers to be displayed individually, P.P.C.T. links. must be created and active. When a sale or lead is not associated with any tracking, the origin is presented as "untracked".
To define the specific period you wish to view, use the filters of the Leads Sales P.P.C.T. Dashboard.
For better data visualization and analysis, you can export the advertisers spreadsheet by clicking the CSV button in the upper right corner of the section.
- How to compare performance between different platforms?
To compare performance between advertiser platforms in the Leads Sales P.P.C.T. Dashboard, you should analyze the data grouped by traffic source, evaluating the volume, conversion, and revenue of each channel. This analysis can be done in an integrated way through the Advertisers, Lead Origin , and Sales Origin.sections.
In the Advertisers section, you can make a direct comparison between tracking origins. To do this, observe mainly:
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Volume x Conversion: compare Lead Quantity with Sales Quantity to identify which platforms generate leads that actually convert;
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Financial return: analyze the Total column to understand which advertiser generates the most revenue in the period.
Additionally, you can complement your analysis by tracking the customer journey through the lead origin and sales origin. Sections. This comparison helps identify scenarios where one platform generates lead volume, while another is responsible for sales conversion.
Use the filters of the Leads Sales P.P.C.T. Dashboard to view metrics such as the capture funnel and the conversion window, allowing you to analyze ROI, costs, and conversion time for a specific origin in isolation.
For the comparison to work correctly and the data not to appear as "untracked", P.P.C.T. links. must be created and active.
For better data visualization and analysis, you can export the advertisers spreadsheet by clicking the CSV button in the upper right corner of the section.
- How to identify which advertisers generate more qualified leads?
To identify which advertisers generate more qualified leads in the Leads Sales P.P.C.T. Dashboard, the analysis should focus on the conversion of leads into sales and the financial return generated by each origin.
In the Advertiserssection, you should compare the volume of captured leads with the quantity of sales and the total sales value - origins that generate many leads but few sales or low revenue tend to indicate less qualified traffic; while advertisers with lower lead volume but higher conversion and revenue indicate higher traffic quality.
To complement your analysis, also observe:
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Identifies lead generation campaigns associated with sales generation, even when conversion happens later through another channel. This data helps recognize top-of-funnel origins that attract leads with higher purchase intent.
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Offers a consolidated view of qualification efficiency, through the relationship between captures, leads with sales , and metrics such as Overall ROI - a low ROI may signal that captured leads are not generating enough revenue to offset the investment.
Qualified leads are contacts with higher conversion potential, contributing to reducing acquisition cost and increasing the efficiency of marketing strategies.
For more precise analyses, use the dashboard filters, evaluating the individual performance of each source.
For better data visualization and analysis, you can export the advertisers spreadsheet by clicking the CSV button in the upper right corner of the section.
For these data to be displayed correctly, it is necessary that the r.P. links.P.C. are created and active in the campaigns.
Sales Origin Tracking
Discover which traffic sources are effectively converting leads into sales and how this data helps better direct your acquisition strategies.
- What sales origin data is presented in the Leads Sales P.P.C.T. Dashboard and how does it help with results?
In the Leads Sales P.P.C.T. Dashboard, the sales origins show which tracking links were responsible for completing the purchase, i.e., the moment the customer effectively made the payment (bottom of the funnel).
The data is presented in a ranking format, grouped by the origin informed in the tracking link used at the time of purchase.
The analysis can be done from the following points:
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Data displayed |
What it represents |
How to use to improve attribution |
|---|---|---|
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Name |
Identifies the tracking link used at the time of purchase |
Allows analyzing the performance of specific campaigns or sales links |
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Advertiser |
Traffic source associated with tracking (Facebook, Google, email, etc.) |
Identify which channels are most efficient in closing the sale |
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Number of sales |
Total sales completed through the tracking link |
Compare sales volume with revenue to identify which channels generate greater real financial return, and not just traffic |
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Number of leads |
NUMBER of leads linked to that sales origin |
Evaluate traffic quality: many leads with few sales indicate low qualification; fewer leads with higher revenue indicate more efficient channels |
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Total |
Total financial value generated by the sales origin |
Prioritize channels and campaigns with higher financial return and impact on ROI |
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Identified origin or “no tracking” |
Indicates if the sale has an associated P.P.C.T. link |
Ensure that all campaigns use P.P.C.T. links active to avoid attribution losses and data inconsistencies |
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Relationship between the capture channel and the conversion channel |
Understand multi-channel journeys and correctly attribute sales in long funnels |
To improve results attribution in the Leads Sales P.P.C.T. Dashboard, use the sales origin to relate captured traffic with the revenue effectively generated by each channel.
For better data visualization and analysis, it is possible to export the spreadsheet of sales origins by clicking the CSV button in the upper right corner of the section.
- What is the difference between sales origin and lead origin?
In the Leads Sales P.P.C.T. Dashboard, the difference between lead origin and sales origin lies in the moment of the customer journey to which the conversion is attributed.
Both sections display rankings with metrics such as tracking, advertiser, leads, sales, and total value sold, allowing comparison of performance between top and bottom of the funnel.
Lead origin (acquisition)
Indicates the traffic source responsible for the initial contact capture. Sales are attributed to the P.P.C.T. link that brought the lead to the base, allowing analysis of which top-of-funnel channels generate leads that convert over time.
Sales origin (final conversion)
Indicates the traffic source used at the time of purchase. Sales are attributed to the P.P.C.T. link accessed at the completion of the order, showing which channels are most efficient at the bottom of the funnel.
This distinction allows to analyze the complete customer journey, such as when a lead is captured via Facebook Ads but converts days later through an email marketing link. This makes it possible to attribute results more precisely at each stage of the funnel.
For this information to be displayed correctly (and not as “no tracking”), it is necessary to have P.P.C.T. links created and active for both capture and sale.
For better visualization and data analysis, it is possible to export the spreadsheet of sales origins and lead origin by clicking the CSV button in the upper right corner of each section.
Lead Origin Points
Understand where your leads are being captured from and how each origin contributes to the volume and quality of generated contacts.
- How to analyze lead origins in the Leads Sales P.P.C.T. Dashboard?
The section Lead origin in the Leads Sales P.P.C.T. Dashboard presents data in a ranking format, organized by the tracking link used in lead capture, to enable comparison of the volume of contacts generated by each origin and understand how they behave throughout the journey to sale.
When comparing the sections Lead origin and Advertisers it is possible to identify whether an origin stands out in generating volume (capture) or performs better at the time of conversion.
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Section |
Data grouped in the section |
Metric to observe |
What this analysis indicates |
|---|---|---|---|
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Name |
Identifies the tracking link used at the time of lead capture |
Lead capture |
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Traffic source / platform - the tracking traffic source (e.g. Facebook) |
Number of leads |
Total leads whose origin was tracked by a specific advertiser - indicates which platform is bringing the largest volume of contacts |
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Ranking based on the tracking link used in capture (top of funnel) - number of contacts captured through that tracking |
Ranked list + number of leads |
Which specific campaigns or links are most efficient in generating leads |
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Tracking link used at the time of purchase - total completed sales attributed to that lead |
Number of leads |
How many leads are associated with sales and whether the acquisition source matches the conversion source |
Why is this data important?
This section allows you to assign financial value to acquisition strategies, analyzing the real impact of top-of-funnel campaigns. With this, you can validate traffic quality, analyze the customer journey, and direct your budget to campaigns that bring leads with higher revenue conversion potential.
For better data visualization and analysis, you can export the spreadsheets from the sections Advertisers, Sales origin and Lead origin by clicking the CSV button in the upper right corner of each section.
Guru's Tip: If the number of leads in the lead origin is much higher than in the sales origin for the same source, this may indicate that that source is great for capturing (volume), but conversion happens at another time or channel.
To know the origin of sales, you need to have trackings created. If you don't have active trackings, the origin will report “no trackings”.