How it works

Turn the exports you already have into one reliable owner scorecard.

Bring your lead, sold-job, revenue, and marketing-spend records. Lurion helps organize them into a consistent view of what the provided records show for each marketing source.

Start free

No CRM migration or perfectly clean starting data is required.

The process

A practical path from exports to decisions.

Lurion combines your structured exports with consistent mapping, data review, and one owner scorecard.

01
Bring the data you already use.
Start with the files that hold the closest available record of leads, sales activity, sold jobs, revenue, and marketing spend.
- Leads
  Lead dates, sources, and sales activity.
- Sold jobs
  Sold dates, job records, and recorded revenue.
- Marketing spend
  Spend by marketing source and period.
Provide structured CSV exports from your CRM, spreadsheets, or reporting tools. For Google Sheets, provide a structured CSV export; Lurion does not connect to Sheets in real time.
02
Your terminology stays familiar. The reporting becomes consistent.
Businesses use different marketing source names and sales stages. Lurion maps those terms into a consistent reporting funnel without requiring your company to rebuild its workflow.
- New lead→Lead
- Contacted→Lead
- Appointment set→Booked appointment
- Estimate→Estimate
- Sold→Sold job
- Lost→Lost
Your team keeps its current workflow.
Lurion uses the mapping to compare marketing sources with the same funnel definitions.
03
Review gaps and inconsistencies.
Messy data is normal. The important step is making the gaps visible before trusting the report.
- Inconsistent marketing source names
- Leads missing a marketing source
- Duplicate records
- Sold jobs without linked leads
- Revenue without a clear source
- Unclear or incomplete sales stages
Lurion does not hide weak data behind polished charts. Missing and inconsistent records are surfaced for review so they can be corrected in the source files or clearly excluded from the scorecard.
04
Review the scorecard and act.
The result is an owner-level reporting view built around practical marketing-spend and sales-process decisions.
- Compare marketing source performance
- See where leads stop progressing
- Check goal pacing
- Investigate missing data
- Decide where spending needs attention

What the reporting needs

You provide the records. Lurion helps map them into consistent reporting.

The product stays focused on the records and reporting definitions needed to connect marketing spend with sales outcomes.

What the company provides, what Lurion does, and what the company receives
You provide	Lurion does	You receive
Lead and sold-job exports	Maps sales stages and marketing sources	Consistent funnel reporting
Sold revenue data	Reviews gaps and mismatches	Source-level revenue visibility
Marketing spend	Combines spend with outcomes	CPL, CAC, and performance comparisons

You provide: Lead and sold-job exports
Lurion does: Maps sales stages and marketing sources
You receive: Consistent funnel reporting

You provide: Sold revenue data
Lurion does: Reviews gaps and mismatches
You receive: Source-level revenue visibility

You provide: Marketing spend
Lurion does: Combines spend with outcomes
You receive: CPL, CAC, and performance comparisons

No system replacement

What you keep using.

Keep your current systems.

Keep your current CRM, spreadsheets, ad platforms, and sales process. Lurion sits above them as the owner reporting layer.

Start with structured exports.

Import lead, sold-job, revenue, and marketing-spend records, then review source and stage mappings before relying on the scorecard.

Bring the data. Leave with a clearer answer.

Create a Free account, add the exports you already use, and review one owner scorecard.