Dashboard manual · Intelligence

"Investimento → Venda" (Spend → Sale): cost per lead, cost per sale, and return for each ad

The "Investimento → Venda" (Spend → Sale) report is the screen that crosses ad spend, imported by spreadsheet, with leads and board stages, to show how much each lead and each sale cost and the return of each campaign, ad set, and ad.

When it appears: The item appears for the Owner and the Admin; it does not depend on a module or a plan.

Who can use it

Role	What you see and do
Owner	Sees the report, imports and undoes spend spreadsheets, and saves the board's revenue percentage.
Admin	Does everything the Owner does on this screen.
Agent	Does not see the item in the menu; anyone who opens the direct address goes back to the "Painel" (Dashboard).

Screens

"Investimento → Venda" (Spend → Sale)

The "Investimento → Venda" (Spend → Sale) screen is for seeing how much each ad cost and how much sales it brought in, from the campaign to the win, through the "Funil" (Pipeline) board stages.

Address in the dashboard: /app/investimento · Who uses it: Owner, Admin

Screenshot of the "Investimento → Venda" (Spend → Sale) screen. The "Investimento → Venda" (Spend → Sale) screen is for seeing how much each ad cost and how much sales it brought in, from the campaign to the win, through the "Funil" (Pipeline) board stages. — The "Investimento → Venda" (Spend → Sale) screen in the demo account, with sample data and blurred values.

"Cabeçalho" (Header)

The report title and the screen's two shortcuts.

Buttons and actions

"Histórico de importações" (Import history): Opens the drawer with all the spend spreadsheets already imported, with the option to undo.
"Importar gasto" (Import spend): Takes you to the import card further down the page and opens the first step.

Support line: "Quanto cada anúncio custou e quanto trouxe de venda, da campanha até o ganho, pelas etapas do quadro." (How much each ad cost and how much sales it brought in, from the campaign to the win, through the board stages.)

Report filters

Board, period, and campaign. The filters live in the page URL, so a copied link opens the same view.

Fields and filters

"Quadro" (Board): Chooses which pipeline board provides the stages for the report. It only appears when more than one board has the column role marked.
"De" (From): Start date of the "Personalizado" (Custom) period.
"Até" (To): End date of the "Personalizado" (Custom) period; it cannot be before the start date or after today.
"Campanha de anúncio" (Ad campaign): Narrows the report to one campaign; the first option, "Todas as campanhas de anúncio" (All ad campaigns), goes back to the whole. Changing the board clears the chosen campaign.

Buttons and actions

"Este mês" (This month): Period from the first day of the month through today. This is what the screen opens with.
"Mês passado" (Last month): The entire previous month.
"Últimos 90 dias" (Last 90 days): The 90 days up to today.
"Personalizado" (Custom): Shows the "De" (From) and "Até" (To) date fields and the "Aplicar" (Apply) button.
"Aplicar" (Apply): Applies the custom period. If the dates are swapped, it warns "Confira as datas" (Check the dates) and "A data final precisa ser depois da inicial." (The end date must be after the start date.); if the range is too long, "O período pode ter até 366 dias." (The period can be up to 366 days.)

Tag on the right: "Leads que entraram de ‹período›" (Leads that came in from ‹period›), a reminder that the period filters by when the lead came in.

Indicators

The top-line numbers for the period, calculated from the imported spend.

Fields and filters

"Quanto do valor ganho é receita da empresa, em porcentagem" (How much of the won value is company revenue, as a percentage): Field that opens when you click "Receita:" (Revenue:). It accepts 0 to 100%, in steps of 0.5% (e.g., 7.5%). It applies to all periods of that board.

Buttons and actions

"Receita:" (Revenue:): Shows the share of the won value that is revenue (‹n›% of the value) and opens the field to edit it. When the number comes from the account's "Segmento" (Industry), it appears with the commission note.
"Salvar" (Save): Saves the board's revenue percentage and confirms with the notice "Receita de ‹n›% do valor salva" (Revenue of ‹n›% of the value saved).

"Investimento" (Spend): the ad spend in the period, with a line showing spend per day.
"‹Ganhos›" (‹Wins›): how many deals reached the board's win stage, with the cost per win or "Nenhum ganho ainda" (No wins yet).
"Retorno sobre a receita" (Return on revenue): how many times the estimated revenue covers the investment, with ‹valor› in estimated revenue or "Informe quanto do valor é receita para ver o retorno" (Enter how much of the value is revenue to see the return).
Leads: how many ad leads came in and the cost per lead.
The board's first stage and the highlighted stage, each with its cost and its percentage of the leads.
"Valor ganho" (Won value): the value of the won deals and the average per win.

The money funnel

How many reached each stage of the board and how much each one cost.

Buttons and actions

"O que conta em ‹etapa›: ‹definição›" (What counts in ‹stage›: ‹definition›): Info icon next to each stage. Hovering, focusing or tapping it shows what counts in that stage; Esc closes it.

First row: "Investimento" (Spend), 100% of the spend.
One row per stage with the number, the cost per ‹stage› (or no ‹stage› yet) and the percentage of the leads or of the previous stage.
"Nota" (Note): "As barras usam escala comprimida para as últimas etapas aparecerem. Os números são exatos." (The bars use a compressed scale so the last stages show up. The numbers are exact.)
If the board has no column role marked, a hint to mark it appears and the funnel is reduced.

Column beside the funnel

How the report counts, how many leads got a campaign name, and the latest import.

Buttons and actions

"Ver o histórico e desfazer" (View history and undo): Opens the "Histórico de importações" (Import history) drawer.

Notice "Conta até hoje, não só no período" (Counts up to today, not only in the period): it counts the leads that came in during the period and everything that happened to them up to today, in Brasília time.
How many WhatsApp leads from ads got a campaign and ad set name, with an example of the trail.
"Última importação" (Latest import): file name, period, amount and "Por ‹pessoa› em ‹data›" (By ‹person› on ‹date›).

By ad campaign

The tree table campaign › ad set › ad, with the cost of each stage and the return.

Fields and filters

"Investimento" (Spend): Imported spend for the row.
Leads: Leads that came in through the row.
"‹Ganhos›" (‹Wins›): Won deals, with the name of the board's win stage.
"Custo por lead" (Cost per lead): Investment divided by the leads.
"Custo por ‹ganho›" (Cost per ‹win›): Investment divided by the wins.
"Retorno" (Return): Return on revenue, using the saved revenue percentage.

Buttons and actions

"Campanha" (Campaign): Groups the table by ad campaign.
"Conjunto" (Ad set): Groups the table by ad set.
"Anúncio" (Ad): Groups the table by ad.
"Abrir tudo" (Expand all): Opens all rows; once any row is open, the button becomes "Fechar tudo" (Collapse all). It does not appear when grouping by ad.
"Mostrar ‹o funil e os conjuntos› de ‹nome›" (Show ‹the pipeline and ad sets› for ‹name›): Arrow at the start of each row: opens the board's stages, the won value and the items below; clicking again hides them.
"Ordenar por ‹coluna›" (Sort by ‹column›): Clicking a column title sorts the table by it; clicking again reverses the order.
"Importar gasto" (Import spend): Link in the "Leads de anúncio sem gasto importado" (Ad leads with no imported spend) row: takes you to the import card.

Open row: the board's stages with the percentage of the leads or of the previous stage and the "Valor ganho" (Won value), with ‹n› over the investment or no win yet.
Subtitle of each row: how many ad sets and ads it has, and the ad ID at the ad level.
"Total com gasto importado" (Total with imported spend): the sum of ‹n› ad campaigns.
"Fora da conta de custo" (Outside the cost calculation): "Leads de anúncio sem gasto importado" (Ad leads with no imported spend), "Anúncios que gastaram e não trouxeram lead" (Ads that spent and brought no lead) (already included in the campaigns) and "Sem anúncio" (No ad) (organic, referral and website form).

"Importar gasto" (Import spend)

The card in three steps ("Enviar" (Send), "Conferir" (Check), "Pronto" (Done)) that reads the spreadsheet exported from Ads Manager. Nothing is saved before you confirm.

Fields and filters

"Campo para a coluna ‹coluna›" (Field for column ‹column›): In the "Conferir" (Check) step, each spreadsheet column has a selector: "Campanha de anúncio" (Ad campaign), "Conjunto" (Ad set), "Anúncio" (Ad), "ID do anúncio" (Ad ID), "Dia" (Day), "Início do período" (Period start), "Fim do período" (Period end), "Valor gasto" (Amount spent) or "Não usar" (Don't use). Each column gets the badge "Reconhecida" (Recognized), "Sem uso" (Unused) or "Repetida" (Duplicate).
"Período da planilha" (Spreadsheet period): Appears when the spreadsheet has no date column: enter the start and end dates it covers.
"Nesta planilha, a vírgula separa:" (In this spreadsheet, the comma separates:): Question that appears when the values are ambiguous: choose thousands or cents, with examples from the column.

Buttons and actions

"Solte a planilha aqui ou clique para escolher" (Drop the spreadsheet here or click to choose): "Enviar" (Send) step: receives the file in CSV or XLSX. A wrong format warns "Formato não aceito" (Format not accepted); a file that is too large asks for a shorter period.
"Baixar a planilha de exemplo" (Download the sample spreadsheet): Downloads a template spreadsheet with the expected columns.
"Trocar arquivo" (Change file): In the "Conferir" (Check) step, goes back to choose another file.
"Mostrar essas linhas na prévia" (Show these rows in the preview): In the rounded-ID notice, shows the affected rows in the preview.
"Voltar" (Back): Goes back to the "Enviar" (Send) step without saving anything.
"Confirmar importação" (Confirm import): Saves the spend. It stays dimmed while there is a block (missing amount column, duplicate column, unanswered comma question, period not provided). Shows "Importando…" (Importing…) while saving.
"Importar outra planilha" (Import another spreadsheet): In the "Pronto" (Done) step, restarts the upload.
"Ver o relatório" (View report): In the "Pronto" (Done) step, refreshes the report and scrolls the page to the top.

How to export: choose the period and the daily breakdown; include the ad ID, the campaign, ad set and ad names, and the amount used; export as CSV without opening it first in a spreadsheet program.
Reading the spreadsheet: progress bar with "Lendo as linhas…" (Reading rows…) and "Conferindo as colunas…" (Checking columns…).
"Conferir" (Check) shows "Período" (Period) (detected from the "Dia" (Day) column, from the start and end columns, or entered by you), "Valor total" (Total amount) in reais, "Linhas" (Rows) (with the ignored ones and the reason), "Detalhamento" (Breakdown) ("Por dia" (By day) or "Por período" (By period)) and campaigns and ads.
Possible warnings: "IDs de anúncio arredondados" (Rounded ad IDs), "A planilha não traz o ID do anúncio" (The spreadsheet has no ad ID), "Sem detalhamento por dia" (No daily breakdown), "Falta a coluna do valor gasto" (Amount spent column is missing), "Duas colunas foram para o mesmo campo" (Two columns went to the same field), "Esta planilha substitui parte do que já foi importado" (This spreadsheet replaces part of what was already imported), "Esta planilha já foi importada" (This spreadsheet was already imported) and the possible sum with spend already imported by campaign.
Preview of the first 10 rows, with "Dia" (Day), "Campanha" (Campaign), "Conjunto" (Ad set), "Anúncio" (Ad), "ID do anúncio" (Ad ID) and "Valor usado" (Amount used).
Footer: "Reimportar a mesma planilha nunca soma em dobro" (Reimporting the same spreadsheet never counts twice).
"Pronto" (Done): "Gasto importado" (Spend imported) (or "Esta planilha já estava importada" (This spreadsheet was already imported)), the period, the rows, and how many ad leads got a campaign name, which appears in the Inbox, on the pipeline card and on the lead record.

"Histórico de importações" (Import history) drawer

All imported spreadsheets, from newest to oldest. "Desfazer" (Undo) deletes the spend from that spreadsheet and restores what it had replaced; the leads stay.

Buttons and actions

"Desfazer" (Undo): Opens the confirmation inside the item. When undoing is not possible, the button is dimmed and the tooltip explains why.
"Desfazer importação" (Undo import): Confirms: "Desfazer" (Undo) deletes ‹valor› of spend. The leads stay, and the spend that the spreadsheet had replaced counts again. Shows the notice "Importação desfeita" (Import undone).
"Cancelar" (Cancel): Closes the confirmation without undoing.

Each item: file name, who imported it and when, "Período" (Period), "Total" (Total) and, if any, "Observação" (Note).
Status badge: "Valendo" (In effect), "Substituída" (Replaced), "Substituída em parte" (Partially replaced) or "Desfeita" (Undone).
Empty: "Nenhuma importação ainda." (No imports yet.); with an error: "Não conseguimos abrir o histórico" (We couldn't open the history) and the "Tentar de novo" (Try again) button.

Screen states

Loading: Building the report: gray blocks shaped like the indicators, the funnel and the table.
Nothing here yet: "Importe o gasto para ver quanto custou cada venda" (Import the spend to see how much each sale cost), explaining that the leads are already there and only the investment is missing, with the "Enviar a planilha" (Send the spreadsheet) button.
If something goes wrong: "Não conseguimos montar o relatório agora" (We couldn't build the report right now), noting that the imported spend and the leads are still saved, with the "Tentar de novo" (Try again) button.

Step by step

How to import the ad spend spreadsheet

In Ads Manager, export the period with a daily breakdown and the columns "ID do anúncio" (Ad ID), campaign, ad set and ad names, and "valor usado" (Amount used), as CSV.
In "Investimento" (Spend), click "Importar gasto" (Import spend).
Drop the file on "Solte a planilha aqui ou clique para escolher" (Drop the spreadsheet here or click to choose).
In the "Conferir" (Check) step, adjust the field for each column and respond to the warnings.
Click "Confirmar importação" (Confirm import) and then "Ver o relatório" (View report).

How to see the cost per lead and the cost per sale of each campaign

In "Investimento" (Spend), choose the period ("Este mês" (This month), "Mês passado" (Last month), "Últimos 90 dias" (Last 90 days) or "Personalizado" (Custom)).
In the "Por campanha de anúncio" (By ad campaign) table, read the "Custo por lead" (Cost per lead) and "Custo por ‹ganho›" (Cost per ‹win›) columns.
Click a column title to sort, and the arrow on a row to open that campaign's funnel.

How to calculate the return on revenue (ROI) of your ads

In the "Retorno sobre a receita" (Return on revenue) indicator, click "Receita:" (Revenue:).
Enter how much of the won value is company revenue, as a percentage.
Click "Salvar" (Save): the return on the screen and in the table now uses that number across all the board's periods.

How to undo a spend import

Click "Histórico de importações" (Import history) (or "Ver o histórico e desfazer" (View history and undo)).
On the spreadsheet's item, click "Desfazer" (Undo).
Read how much spend will be removed and click "Desfazer importação" (Undo import).

How to see the report for a custom period

Click "Personalizado" (Custom).
Fill in "De" (From) and "Até" (To).
Click "Aplicar" (Apply); the tag "Leads que entraram de ‹período›" (Leads that came in from ‹period›) shows the range used.

How to see the report by ad set or by ad

In the "Por campanha de anúncio" (By ad campaign) table, click "Conjunto" (Ad set) or "Anúncio" (Ad) in the grouping selector.
Use "Abrir tudo" (Expand all) to see the funnel of every row at once.

Frequently asked questions

Who can see the "Investimento → Venda" (Spend → Sale) report?

Only the Owner and the Admin. The agent doesn't see the item in the menu and, through the direct address, is taken back to the "Painel" (Dashboard).

Why doesn't the "Quadro" (Board) selector appear?

It only appears when the account has more than one board with the column role marked. With a single board, the report uses that board.

Does the revenue percentage apply only to the period I'm viewing?

No. It is saved on the board and applies to all its periods, on the screen and in the table.

Can I send the filtered report link to someone on the team?

Yes. Board, period and campaign are kept in the page address; anyone who opens the link, as long as they are an Owner or Admin, sees the same view.

What goes into "Fora da conta de custo" (Outside the cost calculation)?

Ad leads with no imported spend, ads that spent money and brought no lead (these are already counted in the campaigns), and leads with no ad, such as organic, referral and website form.

Why does an old campaign still win sales in the report?

Because the report counts the leads that came in during the period and everything that happened to them up to today. A lead from last month who closed today counts as a win for their campaign.

Does undoing an import delete the leads?

No. Undoing only removes the spend from that spreadsheet and restores the spend it had replaced. The leads and the campaign names stay.

Help center guide

"Investimento → Venda" (Spend → Sale)

How much each sale cost, by campaign

Export the spend spreadsheet

Choose the period and the daily breakdown: In Ads Manager, choose the period and the breakdown by day.
Include the columns the report uses: Include the Ad ID column, the campaign, ad set and ad names, and the amount spent.
Export as CSV and send it as it came: Export as CSV and send the file as it came, without opening and saving it in a spreadsheet editor: that rounds the IDs.

Import and review

Under "Inteligência" (Intelligence) → "Investimento" (Spend) → "Importar gasto" (Import spend), drop the file. Before saving, the screen shows the recognized columns, the period, the total and the warnings. Re-importing the same spreadsheet never adds up twice: the new spreadsheet rules the period it covers, and the old spend is kept.

On screen: The "Importar gasto" (Import spend) card in the "Conferir" (Check) step: the file's summary, the detected period and total, the spreadsheet columns with each one's field and a preview of the first ten rows. Nothing is saved before "Confirmar importação" (Confirm import). A rounded ad ID is flagged in the preview.

How to read each number

Choose the board at the top: the bars and the table columns follow its stages, and the won column says what counts as a sale. The highlighted number is the return on revenue: the part of the won value that stays with the company (editable, from 0 to 100% in steps of 0.5%; in the "Imobiliária" (Real Estate) template, the 5% commission) divided by the spend. When revenue is only a part of the value, the return on won value appears below.

On screen: The "Investimento → Venda" (Spend → Sale) screen of the "Imobiliária" (Real Estate) board: the month's seven indicators, the funnel in money with the cost of each stage, the note on leads that got a campaign name and the table by ad campaign. The month's indicators, with the return on revenue highlighted.

Indicators: Spend, sales, return on revenue, leads, the board's two stages and the won value. The "Receita" (Revenue) button changes how much of the value counts as revenue.
The money funnel: One bar per board stage, with how many arrived and how much each cost. Hover over the “i” to see what counts at each stage.
By ad campaign: Open the row to see each stage and the ad sets; group by ad set or ad; click the column title to sort.
Outside the cost calculation: Ad leads with no imported spend, ads that spent without bringing a lead and people who arrived without an ad: they stay out of the cost and the return.

"Investimento" (Spend): The ad spend in the period, from the imported spreadsheet. Only what was imported counts.
Leads: Leads created in the period that came from an ad with imported spend. They go into the board's "Coluna de entrada" (Entry column).
Qualified (by the AI or by the team): The AI qualified it or the card reached the column with the qualified role — counting everything that has happened to the lead up to today.
Cost per stage: The spend divided by how many reached the stage: per lead, per qualified lead, per folder, per sale.
Won value: The sum of the value of deals marked as won, from leads that entered in the period and went through the chosen board. A sale on another board does not count toward this one.

Why the number changes on its own

A deal can take months to close. The numbers count the leads that entered in the period and everything that has happened to them up to today. That is why an old campaign can still win sales. Dates in Brasília time.

Undo an import

In the "Histórico de importações" (Import history), "Desfazer" (Undo) deletes the spend from that spreadsheet and restores what it had replaced. The leads stay. If a newer import replaced part of this one, undo the newer one first. The badge says "Substituída" (Replaced) when the new spreadsheet took the place of the old one entirely, and "Substituída em parte" (Partially replaced) when it took only a stretch (the note says which): the rest remains valid.

On screen: The "Investimento → Venda" (Spend → Sale) screen with no imported spend: the illustration of a spreadsheet turning into a chart and the "Enviar a planilha" (Send the spreadsheet) button, with the "Importar gasto" (Import spend) card right below. With no import, the screen asks for the spreadsheet: the leads are already there, the amount invested is missing.

Frequently asked questions

What is "Leads de anúncio sem gasto importado" (Ad leads with no imported spend)?: They are leads that came from an ad whose spend has not been imported yet. Import the period's spreadsheet to see their cost.
Do WhatsApp leads get the campaign name?: Yes. A lead who arrives through a WhatsApp ad already carries the ad ID; with the spreadsheet imported, it gets the campaign and ad set name.
What if my board has no roles marked?: The screen shows the tip to mark the columns' roles in "Configurar quadro" (Configure board) → "Colunas e etapas" (Columns and stages) and, until then, the funnel is reduced to Leads → "Qualificados" (Qualified) → "Atendimento" (Service) → "Ganhos" (Won), using the milestones that do not depend on the board (Pipeline by industry).
What if I exported without the daily breakdown?: The spreadsheet goes in just the same. With the start and end columns of the reports, each row applies to its own interval; with no date at all, the screen asks for the period the spreadsheet covers. In both cases each ad's spend is distributed equally across the days.
I uploaded the spreadsheet that had a rounded ID. Can I fix it?: Yes: send the original exported file, for the same period. The spend of the same ad is replaced, not added, and the leads start matching the ad.
The export came with the period's total row. Does it add up?: No. The row with no campaign, ad set or ad name and no ID, in a spreadsheet where the other rows have them, is the period total: the "Conferir" (Check) step shows it as ignored, with the message "linha de total da planilha" (spreadsheet total row), and it stays out of the spend.
I re-uploaded a spreadsheet I had already imported. What happens?: If it is still fully valid, nothing is added: the screen says it was already imported. If a newer spreadsheet replaced part of it, re-uploading makes the old one valid again in the period it covers, and the "Conferir" (Check) step warns what will be replaced before you confirm.
What is the longest period the report shows?: In "Personalizado" (Custom), up to 366 days. To compare different years, view one at a time.
Can I import a spreadsheet with only the ad ID?: You can, but also include the campaign, ad set and ad names if the same period already has spend imported by campaign only. Without the names, there is no way to know it is the same spend, and the screen warns before you confirm that it may be added twice.
Does the spreadsheet contain personal data?: No: only campaign, ad set, ad, day and amount. No lead name or phone goes into it or comes out of the report.

In the dashboard: "Abrir Investimento → Venda" (Open Spend → Sale)