Sample report · Complete package
Sample report: Complete (ads, AI visibility and companies)
This is the monthly report you get, shown for a fictional company, Ledgerline (month-end close software, 120 people, US, UK and Canada), with $3,000 of media in September 2026. Every number is illustrative; your report uses your own data from ChatGPT Ads Manager, AI Chat Network, AI answer tracking, company identification and your CRM.
Executive summary
For your leadership team
Pricing and integration topics, in ads and in AI answers. The rewritten pricing page is now cited in AI Overviews and converts ad clicks at 2.1×.
Problem-awareness ads on mobile and the AI Chat Network Poll brought few ideal-fit companies. Budget moved to pricing research.
Approve +$500 media for October on pricing and integration topics, and the SOC 2 page update.
Pipeline
From ad click to opportunity
Opportunities and won deals come from your CRM, matched to the companies we identified.
Overview
September at a glance
This month in one line: ChatGPT pricing and integration questions brought 77 ideal-fit companies for $3,000, and 7 of them are now opportunities in HubSpot.
Delivery
Spend and clicks, day by day
Spend is paced to the approved monthly budget. Weekends cost less because B2B buyers research on weekdays.
- ChatGPT ads
- AI Chat Network
- ChatGPT ads
- AI Chat Network (dashed)
Campaigns
Every campaign we can run, and what each one did
CTC = click-through conversions. VTC = view-through conversions (within 1 day of an impression, no click). CPA = cost per conversion.
| Campaign | Spend | Impr. | Clicks | CTR | CPC | CPM | CTC | VTC | CPA | Companies |
|---|---|---|---|---|---|---|---|---|---|---|
| ChatGPT Category & comparison · USClicks · Manual max CPC $4.50 | $900 | 64,286 | 231 | 0.36% | $3.90 | $14.00 | 6 | 2 | $112.50 | 58 |
| ChatGPT Pricing & demo intent · US + UKConversions · oCPC · bid cap $140 | $650 | 36,111 | 152 | 0.42% | $4.28 | $18.00 | 11 | 2 | $50.00 | 38 |
| ChatGPT Integrations: NetSuite, Sage IntacctClicks · Manual max CPC $4.00 | $420 | 28,000 | 126 | 0.45% | $3.33 | $15.00 | 4 | 1 | $84.00 | 27 |
| ChatGPT Problem awareness · desktopViews · CPM · $9 max | $250 | 27,778 | 50 | 0.18% | $5.00 | $9.00 | 1 | 3 | $62.50 | 8 |
| ChatGPT CRM audience: open opps + trialsConversions · oCPC · Maximize results | $180 | 9,000 | 50 | 0.56% | $3.60 | $20.00 | 4 | 1 | $36.00 | 11 |
| AI Chat Network Card · finance software readersCard (CPC) · CPC $0.75 ceiling | $300 | 27,273 | 436 | 1.60% | $0.69 | $11.00 | 3 | 1 | $75.00 | 29 |
| AI Chat Network Prompt · "How do others close faster?"Prompt (CPM) · CPM $10 | $200 | 20,000 | 220 | 1.10% | $0.91 | $10.00 | 1 | 0 | $200.00 | 12 |
| AI Chat Network Poll · "How many days is your close?"Poll (per engagement) · $0.15 per engagement 667 engagements | $100 | 14,993 | 45 | 0.30% | $2.22 | $6.67 | 0 | 0 | – | 3 |
| Total | $3,000 | 227,441 | 1,310 | 0.58% | $2.29 | $13.19 | 30 | 10 | $75.00 | 186 |
Campaign types available
Sources: ChatGPT Ads Manager export (daily values) and AI Chat Network reporting. AI Chat Network Poll is billed per engagement.
Targeting
The phrases we target: context hints by buyer topic
| Ad group | Context hints we target | Negative phrases | Impr. | Clicks | CTR | CPC | Conv. | Companies |
|---|---|---|---|---|---|---|---|---|
| Month-end close softwareCategory & comparison · US |
| free, personal budgeting | 37,286 | 134 | 0.36% | $3.90 | 4 | 34 |
| Comparing close toolsCategory & comparison · US |
| jobs, course | 27,000 | 97 | 0.36% | $3.90 | 4 | 24 |
| Pricing researchPricing & demo intent · US + UK |
| free trial forever | 19,861 | 84 | 0.42% | $4.26 | 7 | 21 |
| Demo intentPricing & demo intent · US + UK |
| student | 16,250 | 68 | 0.42% | $4.30 | 6 | 17 |
| NetSuite integrationIntegrations: NetSuite, Sage Intacct |
| NetSuite jobs | 17,920 | 81 | 0.45% | $3.32 | 4 | 17 |
| Sage Intacct integrationIntegrations: NetSuite, Sage Intacct |
| – | 10,080 | 45 | 0.45% | $3.36 | 1 | 10 |
| Close takes too longProblem awareness · desktop |
| tax return | 27,778 | 50 | 0.18% | $5.00 | 4 | 8 |
| CRM audienceCRM audience: open opps + trials |
| – | 9,000 | 50 | 0.56% | $3.60 | 5 | 11 |
Creative
Ads that ran, and how each performed
Six ads a month are written and approved by you. Weak ads are paused weekly.
Checklists, reconciliations and audit trail for finance teams of 20–200.
ledgerline.comTwo-way NetSuite sync, set up in a day. See how it connects.
ledgerline.comPlans from 10 users with prices published. No sales call needed.
ledgerline.comFeatures, prices and setup time side by side, updated monthly.
ledgerline.comInline native card with image and call to action. CTR 1.6%.
Branded follow-up question: "How do other finance teams close faster?" 220 clicks.
"How many days does your close take?" 667 engagements, 45 site visits.
Segments
Device, country and platform
Segments come straight from ChatGPT Ads Manager. Desktop converts best, so awareness now runs as a desktop-only campaign.
| Device | Share of clicks | Share of conversions | CPC |
|---|---|---|---|
| Desktop | 58% | 79% | $4.26 |
| Mobile | 37% | 18% | $3.39 |
| Tablet | 5% | 3% | $3.74 |
Conversions
What visitors did after the ad
Conversions settle 24–48 hours after the click, so this report closes on settled data. View-through conversions are reported separately from clicks.
| Conversion event | Click-through | View-through | Total | Cost each |
|---|---|---|---|---|
| Demo request | 18 | 4 | 22 | $136.36 |
| Pricing page, 2+ min | 9 | 5 | 14 | $214.29 |
| Trial sign-up | 3 | 1 | 4 | $750.00 |
Pixel and Conversions API both live, events deduplicated by event ID, click reference saved in a hidden form field.
Daily tracking
Share of answers, you against competitors
Every day we ask the same 50 buyer questions in ChatGPT, Perplexity, Google AI Overviews and Copilot, and record who is named. Weekly averages shown.
- Ledgerline
- Closewise
- Tallyport
- Reconly
Show the numbers
| Brand | W1 | W4 | W7 | W10 | W12 |
|---|---|---|---|---|---|
| Ledgerline | 12% | 17% | 24% | 30% | 34% |
| Closewise | 41% | 40% | 38% | 37% | 36% |
| Tallyport | 33% | 34% | 31% | 29% | 28% |
| Reconly | 14% | 16% | 18% | 19% | 21% |
By assistant
Each assistant answers differently
Google AI Overviews still prefers Closewise because it cites review sites where Closewise has more reviews.
Phrases
The buyer questions and phrases we track every day
12 of the 50 tracked questions shown. Position = where you appear in the answer; "not named" means a competitor took the spot.
| Buyer question we track | Type | ChatGPT | Perplexity | AI Overviews | Copilot | Named instead of you |
|---|---|---|---|---|---|---|
| Best month-end close software for a mid-size company | Category | #1 | #2 | #1 | not named | Closewise in Copilot |
| Close software that integrates with NetSuite | Integration | #1 | #1 | #2 | #1 | — |
| Alternatives to Closewise for a 200-person finance team | Comparison | #2 | #1 | not named | #3 | Tallyport in AI Overviews |
| How much does close management software cost? | Pricing | #1 | #2 | #3 | #2 | — |
| Close software with a fast implementation | Category | #3 | not named | not named | #2 | Closewise, Reconly |
| Reconciliation automation for Sage Intacct | Integration | not named | #2 | not named | not named | Tallyport everywhere |
| Is Ledgerline SOC 2 compliant? | Brand facts | Correct | Correct | Outdated | Correct | AI Overviews cites a 2024 page |
| Ledgerline vs Tallyport | Comparison | #1 | #1 | #2 | #1 | — |
| Tools to replace spreadsheets for month-end close | Problem | #2 | #3 | #2 | not named | Closewise in Copilot |
| Audit trail software for finance teams | Problem | not named | not named | #3 | not named | Closewise, Tallyport |
| Best close software for multi-entity consolidation | Category | not named | #4 | not named | not named | Tallyport, Closewise |
| Close software reviews from finance managers | Reviews | #2 | #1 | #2 | #2 | — |
Competitors
What competitors did this month
| Competitor | What changed in AI answers | Our response |
|---|---|---|
| Closewise | Published a NetSuite integration guide (W10); now cited in 22% of integration answers | Ship our rewritten integration page with setup steps and limits |
| Tallyport | Added prices to their pricing page (W9); named first in 3 of 6 pricing answers in AI Overviews | Keep our pricing table dated and in plain text |
| Reconly | Gained 14 new G2 reviews in September; rising in Perplexity | Run the review request to recent customers |
Sources AI cites
Where the answers come from
Share of answers in your category that cite each source. Getting listed on these pages is the fastest way to be named.
| Source | Type | Cited in | Your status | Action |
|---|---|---|---|---|
| g2.com | Review site | Listed, 4.6★, 84 reviews | Ask 10 recent customers for reviews mentioning NetSuite | |
| reddit.com/r/Accounting | Community | Mentioned in 2 threads | Answer two open threads with product facts, disclosed | |
| capterra.com | Review site | Listed, outdated pricing | Update pricing and screenshots | |
| A finance trade publication | Industry press | Not listed | Pitch the "Close software 2026" roundup | |
| ledgerline.com/compare | Your site | Cited since W7 | Add a dated comparison table | |
| A software listicle site | Listicle | Not listed | Request inclusion with product facts |
Website optimisation
What to fix on your site, and what we did
AI-readiness score per page (0–100): answer-first copy, facts in text, structured data, dates and crawler access.
| Page | Score | Finding | Status |
|---|---|---|---|
| /pricing | 88was 57 | Prices now in text, dated table, FAQ added | Done |
| /integrations/netsuite | 81was 49 | Setup steps and limits written; schema added | Done |
| /compare | 74was 52 | Comparison table needs a visible update date | In review |
| /product | 67was 61 | First paragraph doesn't say who it's for | Next month |
| /security | 58was 58 | SOC 2 report date missing; AI Overviews cites an old page | Next month |
Done this month
- AEORewrote /pricing with prices in text and a dated table
- AEORewrote the NetSuite integration page with setup steps
- TechnicalAdded Organization and SoftwareApplication schema
- GEOCorrected pricing on Capterra
- GEOPlaced a customer story in a finance newsletter
Next month
- HighUpdate /security with SOC 2 date; request recrawl
- HighPitch the finance trade publication roundup
- MediumReview request to 30 recent customers
- MediumAnswer 2 Reddit threads with disclosed product facts
- MediumRewrite /product opening for "who it's for"
Company identification
The companies behind every visit
Fictional company names. You see the organisation, its size and what it read, never the person who visited.
| Company | Came from | Device | Visits | What they read | Fit | Sent to |
|---|---|---|---|---|---|---|
| Northwind LogisticsLogistics · ~400 people · UK | ChatGPT ad · Pricing research | Desktop | 3 | Pricing, NetSuite integration, case study | 91 | HubSpot + Slack |
| Contoso FreightTransport · ~1,200 people · US | ChatGPT ad · NetSuite integration | Desktop | 2 | Integration page, security | 88 | HubSpot + Slack |
| Fabrikam HealthHealthcare services · ~650 people · US | ChatGPT ad · Comparing close tools | Desktop | 4 | Comparison, pricing | 86 | HubSpot + Slack |
| Woodgrove FinanceFinancial services · ~300 people · UK | ChatGPT ad · Demo intent | Mobile | 2 | Demo page, pricing | 84 | HubSpot + Slack |
| Litware SystemsSoftware · ~220 people · US | AI Chat Network Card | Desktop | 1 | Product tour | 79 | HubSpot |
| Proseware Inc.IT services · ~540 people · CA | ChatGPT ad · Month-end close software | Desktop | 3 | Product, pricing | 77 | HubSpot |
| Wide World ImportersWholesale · ~900 people · US | ChatGPT ad · Close takes too long | Tablet | 2 | Blog, checklist template | 74 | HubSpot |
| RelecloudCloud software · ~260 people · US | AI Chat Network Prompt | Mobile | 1 | Comparison | 71 | HubSpot |
| Adatum GroupManufacturing · ~1,800 people · UK | ChatGPT ad · Sage Intacct integration | Desktop | 2 | Integration page | 69 | Watch list |
| VanArsdel ManufacturingManufacturing · ~700 people · US | ChatGPT ad · CRM audience | Desktop | 5 | Pricing, security, demo page | 93 | HubSpot + Slack |
| Trey ResearchResearch · ~150 people · US | ChatGPT ad · Month-end close software | Mobile | 1 | Homepage | 58 | Watch list |
| Lucerne PublishingMedia · ~320 people · UK | AI Chat Network Card | Desktop | 1 | Pricing | 62 | Watch list |
Account journeys
How the best accounts found you
Every touchpoint for a company, across AI answers, ads, LinkedIn and search.
VanArsdel Manufacturing
- 2 SepChatGPT answer names Ledgerline
- 9 SepClicks ChatGPT ad "Pricing research"
- 12 SepSees LinkedIn ad (audience sync)
- 19 SepReturns via Google brand search
- 24 SepDemo request · opportunity $52,000
Northwind Logistics
- 5 SepPerplexity answer cites /compare
- 14 SepClicks ChatGPT ad "NetSuite integration"
- 21 SepReads pricing 3×
- 29 SepAE call booked from Slack alert
Signals
Buying signals sent to your sales team
Alerts fire when an ideal-fit company reads pricing, comes back, or converts.
- Today 09:42VanArsdel ManufacturingViewed pricing, security and demo pages in one visit (5th visit this month)Slack alert sent · HubSpot task for AE
- Today 08:15Northwind LogisticsThird visit from ChatGPT ad "Pricing research"; read NetSuite integrationSlack alert sent
- Yesterday 16:30Fabrikam HealthCompared Ledgerline with two competitors on the comparison page for 6 minutesAdded to LinkedIn audience
- Yesterday 11:02Woodgrove FinanceDemo request after clicking a ChatGPT ad on mobileConversion · HubSpot deal created
- 28 SepContoso FreightTwo separate visits from the company this week: a ChatGPT ad and Google searchAccount score up to 88
- 27 SepWide World ImportersDownloaded the close checklist after a AI Chat Network PollNurture sequence suggested
LinkedIn audiences
Staying in front of companies that visited
Identified companies are added to a matched audience in your LinkedIn Campaign Manager.
Optimisation
What we changed, and what we do next
| Date | Change | Why |
|---|---|---|
| 22 Sep | Moved $150 from "Problem awareness" to "Pricing research" | Pricing research brought 3× more ideal-fit companies per dollar |
| 18 Sep | Paused ad "Close faster with Ledgerline" | CTR 0.21% after 9,000 impressions, half the ad group average |
| 15 Sep | Added context hint "close software without a long contract" | Buyers in sales calls ask about contract terms |
| 11 Sep | Split desktop into its own campaign for awareness | 79% of conversions come from desktop |
| 8 Sep | Added negative phrase "personal budgeting" | Removed consumer clicks from the category ad group |
Next month, for your approval
- Raise "Pricing research" budget by $200 from AI Chat Network Poll
- Test two new ads for "Demo intent" on mobile
- Launch a UK-only integration campaign for Sage Intacct
Budget and forecast
Next month, for approval
Planning ranges from this month's actual costs. Not a promise.
| Scenario | Media | Clicks | Companies | Ideal-fit | Opportunities |
|---|---|---|---|---|---|
| October plan | $3,500 | 1,520 | 215 | 90 | 10 |
| Conservative | $3,500 | 1,300 | 180 | 70 | 7 |
| If AI share reaches 40% | $3,500 | 1,600 | 240 | 105 | 12 |
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