Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Spend to Lead to Deal, by Campaign
Each Meta campaign next to the Salesforce leads and opportunities it produced and the revenue that closed.
Ad Set and Ad Detail
Campaign is only the top level. We track the ad set and the ad on each lead, so you can see which audiences and which creative produce deals.
Placement: Instagram vs. Facebook
Placement tracked on each lead, so Instagram and Facebook can be compared on the deals they produce, not just on clicks.
Lead Form Leads Followed Through
Leads from Facebook and Instagram lead forms tracked in Salesforce from first contact to closed or lost.
Cost per Deal, Not Cost per Lead
Spend divided by the deals Salesforce closed, so cheap leads that never convert stop looking like wins.
No Salesforce Seat Needed
Marketing leads, owners, and agencies can see the report without a Salesforce license.
What a Meta Ads and Salesforce report tells you
Are the cheap leads any good?
How far each campaign’s leads get through your Salesforce stages.
Instagram or Facebook?
Leads and deals by placement.
Which ad sets and ads work?
Deals and cost per deal by ad set and by ad, not just by campaign.
Which campaigns produce deals?
Closed-won in Salesforce, by campaign, next to what each one spent.
How does Meta compare with Google?
Put Google Ads in the same report and compare cost per deal across both.
From access to live Meta Ads and Salesforce reporting
1. Discovery call
We map both systems, how records match between them, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your reporting on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes. We monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.