The Service Pilot

See Google and Facebook ad spend, leads, pipeline value, won revenue, and return on ad spend in The Service Pilot ROI Center.

Features / ROI Center

ROI Center

Know What Your Google and Facebook Ads Return

Bring paid media performance and CRM outcomes into one view so your team can connect ad spend to leads, pipeline value, won revenue, and return on ad spend.

One connected view

Stop comparing ad dashboards and CRM reports by hand

ROI Center combines Google and Facebook performance for the selected date range and connects it to the pipeline your team uses to track real opportunities.

1

Combined paid media

See channel spend, impressions, clicks, leads, and conversion activity together.

2

Pipeline returns

Compare won revenue, open pipeline value, and closed-out opportunities in the same view.

3

At-a-glance ROAS

See the relationship between won revenue and ad spend without rebuilding a spreadsheet.

Service Pilot ROI Center overview with sample ad spend, revenue, pipeline, ROAS, impressions, and click data
Channel comparison

See Facebook and Google performance side by side

Follow paid spend across the selected period, then compare each channel's contribution without switching between separate advertising dashboards.

Facebook Ads

Review Meta spend, leads, and cost per click for the reporting range.

Google Ads

Review Search and Local Services Ads spend, conversions, and cost per click.

Service Pilot ROI Center comparing sample Facebook and Google advertising spend and performance
How accurate ROI works

Spend, opportunities, and source tags work together

ROI Center makes the calculation transparent so your team knows what must be connected and how returns are attributed.

1

Connect ad channels

Sync Facebook and Google advertising data so the selected range has current spend and campaign activity.

2

Select a pipeline

Use one CRM pipeline as the source for won revenue, open value, and opportunity counts.

3

Tag opportunity sources

Consistent Facebook and Google source values allow channel-specific performance to stay accurate.

Performance trends

See what is changing across the reporting period

Use clear visual trends to understand reach, response, conversions, and daily spend before deciding where to adjust the budget.

1

Reach and clicks

Compare audience visibility with the number of people taking action.

2

Conversions

See response volume across the selected date range.

3

Daily spend

Track investment alongside performance instead of reading totals in isolation.

Service Pilot ROI Center sample trend charts for impressions, clicks, conversions, and advertising spend
Decision-ready metrics

See the numbers that help you improve ad performance

Spend & spend mix

Compare total investment and see how budget is split between Facebook and Google.

Clicks, leads & conversions

Understand how much traffic and response each channel creates for the selected period.

Won revenue & ROAS

Connect closed opportunity revenue to the ad spend that helped generate it.

Open pipeline

See potential return still moving through the sales process—not only completed revenue.

Channel reports

Open dedicated Facebook and Google views when you need the details behind the overview.

Date range comparison

Review recent performance using practical preset ranges and a selected reporting period.

FAQs

ROI Center questions

How is ROAS calculated?

ROAS is won opportunity revenue divided by ad spend for the selected range and connected pipeline.

Does ROI Center support both Facebook and Google?

Yes. The overview is designed to combine both channels while still providing channel-level reporting.

Why do source tags matter?

Opportunity source values help attribute revenue and pipeline value to Facebook, Google, or other activity.

Connect ad spend to business results

See how ROI Center makes Facebook, Google, and CRM performance easier to understand.