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Layer 03 · Understand · Revenue Intelligence

Connect marketing activity to actual revenue.

Revenue Intelligence links every visit, page, keyword, and campaign to pipeline and closed-won revenue at the account level — so you can defend budget with evidence instead of impressions.

14-day free trial · No credit card · Approval gates on by default

Attributed pipeline

$1.84M+31%

Closed-won

$612K+14%

Blended CAC

$3,180-11%
Pipeline by first-touch channel
$1.84MPipeline
  • Organic46%
  • Paid24%
  • AI search18%
  • Referral12%
  • Organic
  • Paid
  • AI search
  • Referral
Revenue Intelligence — multi-touch attribution across the buying journey.

Overview

Most marketing reporting measures effort. This measures money.

Session counts and engagement rates do not survive a CFO conversation. What survives is a clear line from a channel to a named account to a closed deal, with the cost of acquiring it.

Helix builds that line by joining three things most stacks keep apart: identified account behaviour on your site, the campaign and content touches that account received, and the deal outcome in your CRM. Pipeline is attributed by account, not by isolated session.

You get channel-level and cluster-level economics — cost per qualified account, cost per opportunity, blended CAC — and you get the underlying touch history whenever someone asks how a number was produced.

Business value

Account-level
Attribution, not session-level

B2B deals involve many people over many weeks. Measured accordingly.

First + multi-touch
Models side by side

See how the answer changes instead of arguing about one model.

CAC by channel
Real acquisition economics

Cost per qualified account and per opportunity, not per click.

Board-ready
Defensible in a budget review

Every number opens into the evidence behind it.

Key capabilities

What you actually get.

Multi-touch attribution

Full touch history per account across organic, paid, AI search, referral, and direct.

Pipeline and revenue mapping

Attributed pipeline, influenced pipeline, and closed-won revenue by source.

Cost per qualified account

Spend divided by outcomes that matter instead of by traffic volume.

Content and keyword ROI

Which pages and clusters produce revenue, and which only produce sessions.

Cohort and velocity views

Time from first touch to opportunity, by channel and segment.

Waste detection

Explicit callouts of spend that generates traffic but no qualified accounts.

Visual workflow

How Revenue Intelligence runs, step by step.

Where this sits in the wider Helix lifecycle:

  1. Visitor
  2. Company Identification
  3. Visitor Intelligence
  4. ICP Matching
  5. Lead Qualification
  6. Behavior Tracking
  7. AI Analysis
  8. Marketing Intelligence
  9. Revenue Intelligence
  10. Recommended Actions
  11. Campaign Orchestration
  12. Human Approval
  13. Execution
  14. Revenue Attribution
  15. Forecasting
  16. Memory Engine
  17. Continuous Learning
  1. Step 1

    Touches recorded

    Every campaign, page, and search interaction is logged against an account.

  2. Step 2

    Accounts joined to CRM

    Identified companies are matched to deals, stages, and amounts.

  3. Step 3

    Revenue attributed

    Pipeline and closed-won revenue are distributed across the touch history.

  4. Step 4

    Economics calculated

    CAC, cost per qualified account, and payback are derived per channel.

  5. Step 5

    Budget reallocated

    Findings feed campaign orchestration and the next planning cycle.

Forward-looking

Attribution that feeds a forecast, not just a report

Once revenue is attributed correctly, projection becomes possible. Helix uses the same data to model expected pipeline with a confidence range.

  • Projected pipeline with an honest confidence band
  • Progress against target, updated continuously
  • Levers ranked by expected revenue impact
  • Same data source as your attribution — no second version of truth

Forecast pipeline

$2.4M

Vs. target

108%+8%

Confidence

High
Projected vs. actual pipeline
Shaded range is the model's confidence band.
Forecasting — pipeline projection with confidence range and levers.

FAQ

Revenue Intelligence questions, answered.

How is this different from GA4 conversion reports?
GA4 attributes sessions and events. Helix attributes accounts and revenue by joining identified companies, campaign touches, and CRM outcomes, so a $60k deal is not reduced to one last-click form fill.
Which attribution model do you use?
Both first-touch and multi-touch views are available, with the underlying touch history shown. You can see how the answer changes by model instead of trusting a single number.
Do I need a CRM for this to work?
For closed-won revenue, yes — Helix reads outcomes from your CRM. Without one, you still get pipeline-stage attribution based on qualified accounts and their behaviour.
Can it tell me what to stop spending on?
That is the point. Channels and clusters that generate sessions but no qualified accounts are surfaced explicitly, with the spend attached.

Related integrations

Connects to the stack you already run.

Helix reads what it needs and writes only where you allow it.

CRM

  • HubSpot
  • Salesforce
  • Pipedrive

Advertising

  • Google Ads
  • LinkedIn Ads
  • Microsoft Ads

Analytics

  • GA4
  • Search Console
  • Warehouse export

Related features

Where to go next.

Layer 06 · Learn

Forecasting & Attribution

Multi-touch attribution feeding a forecast you can defend: expected pipeline, confidence range, and the levers that move it.

Explore

Reporting

Executive Dashboard

One screen and one weekly brief in plain English: what changed, what it produced, and what Helix is doing about it next.

Explore

Layer 01 · Identify

Visitor Intelligence

Turns anonymous traffic into named companies, enriched, ICP-scored, and ranked by how seriously they are researching you.

Explore
  • Human approval by default
  • Full audit trail
  • GDPR & CCPA aware

Find out what your marketing is actually worth.

Connect your CRM and ad accounts to see attributed pipeline by channel.

14-day free trial. No credit card required.