---
title: "Analyze | Cometly"
description: "Analyze the full customer journey across every channel. Multi-touch attribution, AI-powered insights, and revenue-grade reporting — all in Cometly."
source: "https://www.cometly.com/platform/analyze"
---

Platform / Analyze

# Turn data into decisions

Cometly gives you pipeline, CAC, ROAS, and LTV by source, the SaaS metrics your team actually runs on, in one dashboard.

Get started

Sales data by source · this month

Booked demo → Closed-won ARR

Attribution models

- First Touch 100% of credit to the first interaction a person had with your brand. Surfaces the channels that originate demand.
- Last Touch 100% of credit to the final interaction before a conversion. Surfaces the channels that close deals.
- Linear Credit split evenly across every interaction in the journey. A balanced view of contributing channels.

Five more in Cometly: last non-direct, first- and last-touch source-specific, linear paid, and U-shaped — same click data, swap the model anytime.

Attribution Model

Try a model

First Touch Last Touch Linear

LTV

| Source | Booked Demo | SQL | Deal Created | Closed Won |
| --- | --- | --- | --- | --- |
| Summary | 1,500 +18.6% ↑ | 860 +14.2% ↑ | 305 +9.4% ↑ | $700K +24.6% ↑ |
| Google Ads | 420 +22.4% ↑ | 241 +18.1% ↑ | 85 +12.7% ↑ | $196K +31.2% ↑ |
| Direct | 270 +3.2% ↑ | 155 +2.6% ↑ | 55 +1.1% ↑ | $126K +4.5% ↑ |
| LinkedIn Ads | 210 +14.1% ↑ | 120 +11.5% ↑ | 43 +8.2% ↑ | $98K +12.8% ↑ |
| Email | 210 +12.4% ↑ | 120 +9.1% ↑ | 43 +5.7% ↑ | $98K +8.3% ↑ |
| SMS | 143 +6.1% ↑ | 82 +3.4% ↑ | 29 −1.2% ↓ | $67K +2.8% ↑ |
| Meta Ads | 120 +9.7% ↑ | 69 +6.3% ↑ | 24 +3.1% ↑ | $56K +4.2% ↑ |
| Google Organic | 60 +6.3% ↑ | 34 +7.8% ↑ | 12 +5.4% ↑ | $28K +11.5% ↑ |
| Bing Organic | 30 +18.5% ↑ | 17 +14.2% ↑ | 6 +9.8% ↑ | $14K +22.6% ↑ |
| Grok | 15 −4.8% ↓ | 9 −2.1% ↓ | 3 +1.4% ↑ | $7K +2.1% ↑ |
| ChatGPT | 15 +100% ↑ | 9 +82% ↑ | 3 +60% ↑ | $7K +72% ↑ |
| Gemini | 8 +200% ↑ | 4 +150% ↑ | 2 +100% ↑ | $4K +135% ↑ |

What you actually get

## Every metric. Every angle

### Analytics

Pipeline, CAC, ROAS, LTV, and payback in one dashboard, by source. Filter by date range, channel, campaign, or individual ad.

Pipeline by source +24.6%

Google Ads $48K

LinkedIn Ads $31K

Meta Ads $22K

ChatGPT $14K

### Customer Journeys

Every touchpoint per account and per contact, end to end. First click, second visit, demo, deal, with the people involved on each step.

1. Purchase $2,900 May 14
2. Closed Won May 13
3. Page View + 2 more May 13
4. Ad Click May 13
5. Ad Click Apr 27

### Customizable Dashboards

Drag-and-drop reports tailored to how your team works. Save views per role, growth, ops, founder, agency.

Ad Metrics +5%

13,700

Revenue By Source

- Facebook $25K
- Google $32K
- LinkedIn $22K
- Meta $13K

Ad Revenue 28d

$122K 194% ROI

### Agent

Ask anything about your funnel in plain English. Grounded in your live data; answers come back in seconds.

Agent

Top 3 reasons new MRR slowed this month?

Based on $312K closed-won:

1. 1. Branded search slowed
2. 2. Meta CPM spike
3. 3. Demo-to-paid leak

Ask anything…

Standard

### Account Journeys

Roll every contact's touchpoints up to the parent account, and see which person clicked the ad, visited pricing, booked the demo, and signed the deal.

N

Northwind, Inc.

3 contacts · 27 touches

$48K ARR

1. Closed Won MR Maria R.
2. Demo Booked JL James L.
3. Pricing visit JL James L.
4. Ad Click AK Amy K.

### Multi-touch comparison

First-touch, last-touch, linear, source-specific, and data-driven models all visible at once. Spot under-credited channels instantly.

Attribution model switch

- Last Touch · Source Specific
- First Touch · Source Specific Active
- Linear Paid

Customer story

> “Cometly enabled us to view our paid media spend in a single, comprehensive view. Easy-to-use interface and the ability to customize dashboards to our specific needs.”

Rexell Espinosa

Growth Marketing, Design Pickle

Read story →

Decisions, not dashboards

## See what's working. Cut what isn't

Stop building reports and start shipping decisions: pipeline by source, account journeys end to end, the views your team actually opens, and instant answers from AI grounded in your live data.

Analytics

### Pipeline, CAC, ROAS, LTV, by source

The SaaS metrics your team actually runs on, in one dashboard. No SQL, no spreadsheets, no daily report-building.

- Every SaaS metric, one view Pipeline, CAC, payback, LTV, ROAS, net revenue retention, sliced by source, campaign, ad.
- Stripe + CRM joined for you Revenue, lifecycle stage, and ad spend reconcile without a single VLOOKUP.
- Filter by anything Date range, channel, plan tier, ICP segment, AE owner.

Learn about Analytics

dashboard · last 30 days

Pipeline created

$1.84M +24.6%

Closed-won ARR

$612K +18.2%

LTV ROAS

5.8× +1.1×

CAC

$1,420 −12.8%

Pipeline by source

last 30d

Account Journeys

### Every touchpoint. End to end

See the complete buying journey for every account and every contact: first click, second visit, demo booked, demo attended, deal won, with the people involved at each step.

- Click-to-revenue timeline Every ad click, page view, form fill, demo, and email, stitched into one ordered timeline per person and rolled up per account.
- Account-level rollup Multi-contact deals get one unified account journey, not five fragmented ones, with each stakeholder's path still visible.
- Share with sales AEs see exactly which campaign warmed up the account, inside HubSpot or Salesforce.

Learn about Account Journeys

northwind.io · account journey

Account journey

Closed-won · $2,900

1. Purchase $2,900 May 14 · 1:03 PM
2. Closed Won — $2,900 May 13 · 11:03 AM
3. Page View and 2 other pages May 13 · 10:48 AM
4. Ad Click May 13 · 10:48 AM
5. Deal Created May 6 · 2:41 PM
6. MQL Meeting Booked Apr 27 · 8:13 AM
7. Schedule Apr 27 · 8:13 AM
8. Ad Click Apr 27 · 8:03 AM

Customizable Dashboards

### Build the views your team needs

Drag-and-drop dashboards that show what each role actually cares about, without SQL, custom queries, or a sprint to ship a new report.

- Drag-and-drop, no SQL Pick a metric, pick a dimension, pick a filter. Save the view per team.
- Role-specific templates Founder, Growth, RevOps, and Agency views ready out of the box.
- Scheduled digests Slack and email send the right dashboard to the right person, weekly.

Learn about Dashboards

dashboards · drag-and-drop layout

Ad Metrics

13,700 +5%

Clicks

233K

Impressions

Jan Feb Mar Apr May Jun Jul

First Touch 28 Days

Source Revenue

- Facebook Ads $25,000 +24%
- Google Ads $32,000 -14%
- Instagram $13,000 +16%
- LinkedIn Ads $22,000 -5%
- Google Organic $10,000 +3%
- Email $14,000 +22%
- SMS $11,000 +12%
- Direct $12,000 +24%

Ad Revenue

28 days

$122,830

Total revenue

$9,640

Amount spent

194%

ROI

### Ask anything. Get the answer

Agent is grounded in your live attribution data: pipeline, CAC, LTV, journeys, and every event Cometly captures. Answers in seconds. No SQL, no analyst queue.

- Plain-English queries "Which Meta campaigns produced our highest-LTV customers last quarter?" Just works.
- Grounded in your data Every answer cites the underlying rows. No hallucinated numbers.
- Seconds, not days Skip the analyst queue. Founders and Heads of Growth ship decisions same-day.

Learn about Agent

Which ad creative is getting the best results this month?

Analyzing 142 active ad creatives…

Your top 4 creatives drove $401K in attributed revenue this month — Founder_LAL_UGC_v7 is the standout at 6.4× ROAS.

Creative Revenue ROAS ROI

Founder_LAL_UGC_v7

Meta

$184,200

6.4×

+182%

ICP_Branded_Search

Google

$96,800

5.1×

+148%

Pricing_Retarget_30d

$72,400

4.2×

+96%

ABM_Demo_Carousel

LinkedIn

$48,100

3.6×

+62%

Sources: Meta Ads Google Ads Stripe HubSpot

Ask anything about your ads, pipeline, or accounts…

Custom Report Builder

## Build any report in under a minute

Pick the metrics. Pick the sources. Group by campaign, ad, keyword, country, device, landing page, or any custom field. Stack filters with AND / OR logic. Save it to a dashboard and ship the answer the same hour, with no SQL, no spreadsheets, no analyst queue.

report builder · custom report

Report Options

Date range

Last 28 days

Metrics Clear

Pipeline Revenue ROAS Add metric

Sources Clear

Google Ads Meta Ads LinkedIn Ads Add source

Group by

Source

Campaign

Day Week Month Quarter Year

Report

Pipeline by source · ROAS

Pipeline

$116,500

Avg ROAS

5.6×

vs prior

+24.6%

Google Ads · Branded

$48,200 8.2×

LinkedIn · ABM Tier 1

$31,400 5.4×

Meta · Trial Retarget

$22,100 4.9×

Google Ads · Competitor

$14,800 3.8×

Filters Clear

- URL contains /pricing
- OR Customer is not Repeat
- AND Device is Mobile
- AND Country is United States
- Add another filter

Attribution

First Touch

100% credit to the first source touched

LTV · 365 days

AI Slack & email reports

## AI marketing insights directly in Slack

AI-powered performance summaries sent to your Slack channel or inbox — smart commentary, not just stats. Every digest breaks down what moved, why it matters, and what to do next, so your team spots spikes, drops, and spend anomalies without opening another dashboard.

slack · workspace preview

ai-reports

Cometly App 10:42 AM

AI Analysis

Funnel Daily (This Week)

Leads 298

Schedule 87

Deals Created 41

New Customers 18

New Customer Value $84,203

This week shows strong top-of-funnel engagement with 298 Leads and 87 Scheduled Calls. Mid-funnel looks healthy with 41 Deals Created, and 18 converted to New Customers. The gap between Schedules and wins is your clearest lever — tighten follow-up and enablement to lift progression.

Breakdown

- • July 28 and 29 led performance — 68 Leads and 21 Schedules combined.
- • July 27 converted Schedules efficiently — 6 Deals from 11 Schedules.
- • August 1 was the softest day — 9 Leads and no New Customers.
- • Deal → Customer rate held at 44% — strong execution once deals open.

Dive deeper in Cometly · app.cometly.com/login

🔥 12 👍 8 👀 5

Sources

## All Sources & Touchpoints Accounted For

Get clear insights from paid ads, organic traffic, outbound, affiliates, and more. If it drives leads or revenue, it's tracked.

### SEO Metrics

| Source | All Leads | Qual. Leads | Deals Created Att. Model: First Touch Att. Window: 28 Days |
| --- | --- | --- | --- |
| Google Organic | 1388 | 612 | 108 |
| Bing Organic | 899 | 394 | 71 |
| Yahoo Organic | 726 | 302 | 53 |
| DuckDuckGo | 392 | 156 | 31 |

Organic Analytics

Understand how your SEO and content efforts turn into traffic, leads, and sales. Know what’s actually converting.

### Ad Metrics

| Source | All Leads | Qual. Leads | Deals Created Att. Model: First Touch Att. Window: 28 Days |
| --- | --- | --- | --- |
| Facebook Ads | 1423 | 586 | 91 |
| Google Ads | 983 | 401 | 73 |
| Chat GPT | 818 | 294 | 48 |
| LinkedIn Ads | 709 | 298 | 54 |
| Gemini | 612 | 229 | 38 |
| Google Organic | 534 | 217 | 36 |

Paid Ad Analytics

Analyze ad performance across every ad platform. Get accurate attribution with clear spend-to-revenue visibility.

### Referral Partner

| URL Parameter | All Leads | Qual. Leads | Deals Created Att. Model: First Touch Att. Window: 28 Days |
| --- | --- | --- | --- |
| via=mike078 | 124 | 48 | 9 |
| via=ryan-ads | 107 | 39 | 7 |
| via=jessica01 | 86 | 28 | 5 |
| via=business | 31 | 9 | 2 |

Custom Analytics

Track outbound campaigns, affiliates, and custom sources using advanced filters and UTM parameters. See exactly what’s generating pipeline.

FAQ

## Questions about Analyze: dashboards, journeys, and Agent

Wondering how pipeline and LTV-by-source behave in practice, whether cohort dashboards run to year-three, how exports fit your warehouse stack, or what Agent can answer on live data? Book a demo. We'll connect your funnel and walk you through the experience on your metrics.

Talk to sales →

How customizable are the dashboards?

Drag-and-drop. Pick metrics, sources, filters, time windows. Save views per team or per question. Build as many dashboards as you need: one for growth, one for ops, one for the founder, one per client if you're an agency.

Does Agent need training?

No. Agent is grounded in your live data and the same metrics your dashboards use. Ask in plain English (for example, "Which campaigns produced our highest-LTV customers last quarter?") and get an answer in seconds.

Can I see year-3 LTV ROAS?

Yes. Cometly retains attribution data as long as your subscription is active, with attribution windows up to Lifetime, so cohort dashboards can run out to year-3 LTV and beyond. Compare cohorts side-by-side to find your most durable acquisition months.

Can I export to Snowflake or BigQuery?

Yes. Your data team pulls from Cometly's 2-way API or CSV / Excel export into Snowflake, BigQuery, or Redshift, so the warehouse pipeline is owned by your team, not gated behind a vendor scheduler. The MCP server also lets AI agents query attribution data through Claude, Cursor, or GPT.

How quickly can my team learn the dashboards?

Most growth teams are productive in the first hour. The interface is built around the SaaS metrics teams already use, no SQL, no proprietary query language.

## Stop building reports. Start asking questions

Skip the report-building cycle. Get dashboards, full-funnel journeys, and an AI analyst that answers any question — all running on the same trusted data.