How to track revenue and ROI

Revenue Tracking attributes real money to conversations, broadcasts, and agents. Payments collected in-chat attribute automatically; other deals take one click. The optional Meta Conversions API connection reports conversions back to Meta so your ads optimise toward buyers.

Step-by-step setup

Record revenue on conversations

When a deal closes in a chat, use the revenue action on the conversation to enter the amount. In-chat payments record it automatically.

Check broadcast revenue

Open any broadcast report. Revenue attributed to conversations that started from that campaign appears next to delivery and read rates.

Review agent revenue

In Analytics, open the agent reports to see revenue per agent alongside response times and conversation counts.

Connect Meta CAPI (optional)

In Settings, open the Conversions API section and paste your Meta pixel or dataset access token from Events Manager. Choose which events to send.

Verify events in Meta

Use Meta Events Manager's test events tab to confirm conversion events arrive, then watch your campaign cost per result improve as Meta optimises.

Common use cases

Campaign ROI

Compare two broadcast offers by rupees generated instead of read rates, and double down on the one that sells.

Sales coaching

Spot the agent with fast replies but low revenue and pair them with your best closer's playbook.

Ad optimisation

With CAPI connected, Meta learns which ad clicks become paying customers and finds more of them.

Founder dashboards

One screen answers "how much money did WhatsApp make this month" - with the campaigns and people behind it.

Tips and best practices

+Make revenue entry a habit: close the deal, enter the amount, then archive the conversation.

+Use in-chat payments where possible - automatic attribution beats manual discipline.

+Send CAPI purchase events with real values so Meta optimises for high-value buyers, not just any conversion.

+Review the revenue report weekly next to your Meta Ads Manager spend for a true blended ROI.

Frequently asked questions

Where do I find my Meta CAPI token?

In Meta Events Manager, open your pixel or dataset, go to Settings, and generate an access token under the Conversions API section. Paste that token into VGraple CRM settings.

Does revenue require the payments integration?

No. Any agent can record revenue on a conversation manually. The payments integration just makes it automatic for money collected in-chat.

How is broadcast revenue calculated?

Revenue recorded on conversations that originated from a broadcast is summed on that broadcast's report. Conversations that existed before the broadcast are not double-attributed.

Is my CAPI token safe?

The token is stored encrypted and used server-side only to send conversion events to Meta. It never reaches the browser.