Using the Campaign Attribution Dashboard

Where to find the dashboard

Navigate to Marketing → Campaign Attribution in the left-hand sidebar. The dashboard loads with data for the last 30 days by default, showing all campaigns from connected ad accounts alongside any manually tagged leads.

If this is your first visit, you'll see a setup prompt guiding you to connect at least one ad account or tag your first lead source. The dashboard populates as soon as data is available.

Metrics on the dashboard

Each campaign row displays five core metrics:

• Cost-per-click (CPC) — Average cost for each ad click, pulled directly from your ad account.
• Cost-per-lead (CPL) — Total spend divided by the number of leads generated from that campaign.
• Cost-per-booked-job — Total spend divided by the number of jobs booked that originated from the campaign.
• Revenue attributed — Total invoice value for all jobs linked to the campaign.
• Return on ad spend (ROAS) — Revenue attributed divided by total ad spend — shown as a multiplier (e.g. 4.2x).

How Trade2Base connects ad spend to booked jobs

When a customer submits a lead form embedded on your website, Trade2Base reads the UTM parameters in the URL (utm_source, utm_campaign, utm_medium) to attribute the lead to the correct campaign. These parameters are added automatically when you connect a Google Ads or Facebook Ads account.

Once the lead is in Trade2Base, every subsequent action — quote sent, job booked, invoice raised — is linked back to that original campaign. Revenue is attributed at the point an invoice is marked as paid.

Trade2Base uses a first-touch attribution model by default, meaning credit goes to the first marketing touchpoint that brought the customer in. You can switch to last-touch in Settings → Marketing if that better reflects your sales process.

Connecting Google Ads and Facebook Ads

Go to Settings → Integrations and click Connect next to Google Ads or Meta (Facebook) Ads. You'll be taken through an OAuth flow to grant Trade2Base read-only access to your ad account data.

1. Click Connect Google Ads or Connect Meta Ads.
2. Log in with the Google or Meta account that manages your ads.
3. Select the ad account(s) you want to connect.
4. Click Allow — Trade2Base will begin syncing spend data within 24 hours.

Historical spend data is imported for the previous 90 days on first connection.

Manually tagging offline leads

Not all leads come through digital ads. For leads from Checkatrade, Bark, word-of-mouth referrals, or direct calls, you can add a manual source tag so they still appear in the attribution dashboard.

When creating or editing a customer or enquiry, click Lead source and either select from the preset list (Checkatrade, Bark, Referral, Direct, Other) or type a custom source name. You can also set a Campaign label for batch-tracking (e.g. Spring Leaflet Drop 2026).

Manually tagged leads appear in the dashboard alongside your digital campaigns — spend figures show as “Not connected” unless you enter a manual spend amount in the campaign row settings.

Filtering by date range and campaign

Use the Date range picker at the top of the dashboard to compare any custom period — last week, last quarter, or a custom range. Click Compare to overlay a previous period on the same chart.

Use the Campaign filter to isolate a single campaign or group of campaigns. You can multi-select to compare two campaigns side by side in the bar chart view.

Exporting campaign data:

• Click Export (top-right of the dashboard) to download a CSV with all campaign rows and metrics for the current date range.
• Use Schedule report to have a weekly or monthly CSV emailed to you automatically.

Still need help?

Contact our UK support team via live chat or email support@trade2base.com.