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Motion Media

Sales Call Tracker

Pipeline

Coming up

Every rate

Each percentage with the counts behind it.

Ad campaigns

Spend and leads come from Ads Manager, and booked calls from the number you enter. Shows, closes and revenue come from calls whose lead source is Paid Ads or that have an ad campaign set.

Calls by month

Up to the last 12 months. The date filter does not apply here.

CallsShowedClosed

By industry

By lead source

Why deals did not close

Calls marked Not closed, grouped by the reason you recorded.

Call log

Log a call

The call
Outcome
Follow-up
Discovery notes

Add ad spend

Campaign
Period and results

Copy these from Ads Manager for the same dates. When you filter by date, spend and leads are spread evenly across the period.

Import from Meta Ads Manager

In Ads Manager, set the date range on the Campaigns tab and export the table as a CSV file. One calendar month per file keeps the periods clean.