CallRail Attribution

Period-driven CallRail reporting: current CRM outcomes, plus immutable completed-month history.

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CallRail history

Period Breakdown Year Quarter Month

Channel	Retained	Retainer amount	Consults	Exact matched	Calls	New calls

Monthly history

Month	Retained	Retainer amount	Consults	Calls

Current 14-day channel → Zoho outcome · unique first-time callers

Channel	New calls	Exact matched	Consults	Retained	Retainer amount*

Current 14-day campaign → Zoho outcome · top 30

Campaign or source	New calls	Exact matched	Consults	Retained	Retainer amount*

Current 14-day growth operations · campaign/source

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Campaign/source	New callers	Missed	Assigned	Consults	No-shows	Retained	Spend	Cost/new caller	CAC	Collected fees	Cash ROAS

Budget decisions — where to put the next dollar

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Evidence window

Recommendation	Campaign / source	Spend	Retained	Recorded retainers	CAC	Retainer ROAS	Why

Recommendations use only exact CallRail↔Google Ads mappings and recorded Zoho retainers—not assumed lifetime value or unconnected channels. “Reduce” means stop incremental spend and diagnose before restoring it; it is not an automatic pause.

Historical CAC explorer

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Grain Year Period Source or campaign Coverage

Period	CallRail source	Google Ads campaign	New callers	Consults	Retained	Spend	CAC	Coverage

Google Ads campaign spend history

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Grain Period

Google Ads campaign	Spend

Definitions and limits

Completed months are immutable warehouse snapshots. The current month is provisional. Consult = Zoho consultation-attended flag or retained deal. Retained = Client/Onboarding or Retainer Received. *Retainer amount is the Zoho field, not cash collected. Google Ads history remains at its native annual or quarterly campaign grain; it is not allocated into CallRail sources until the campaign/source mapping is documented.