Your Payaca projects, turned into cost per sale
Payaca runs the job from enquiry to invoice. Vanzio adds what it doesn't: what each lead supplier costs per sale, how each rep converts, and how fast new leads are rung.
What the export looks like
Payaca's project export is one row per project: when it was created, its pipeline stage, its owner and its values. Where the lead source is a field or a tag on the project, it comes through as a column; if it isn't recorded, cost per sale by supplier can't be worked out until it is, and the review says so rather than guessing.
Pipeline stages are your own. Step 2 maps each one to Sold, Not sold, No-show, Cancelled or Not booked. Return visits can be counted separately, so a second go at the same customer is tied to the first project. Any other repeat project for the same customer counts as a new lead, and Data health lists it as a duplicate so you can check it.
| Project ref | Date created | Pipeline stage | Project owner | Lead source | Accepted value | Postcode area |
|---|---|---|---|---|---|---|
| P-2291 | 06/10/2026 | Appointment booked | Rep 3 | Supplier A | G | |
| P-2292 | 06/10/2026 | Won | Rep 1 | Supplier C | £9,450.00 | PA |
| P-2293 | 07/10/2026 | Lost | Rep 3 | Referral | KA |
Made-up rows, for the shape only. Payaca's project analytics export to CSV with the date created, pipeline stage, project owner and the proposed, accepted, invoiced and paid values; how the lead source is recorded varies from one account to the next.
What Vanzio joins to it
- The diary, if appointments live outside the CRM: appointment, rep, outcome, who booked it, when it was booked and confirmed. Each diary row is matched to its lead by lead number, or else by phone, email, or postcode and surname, which are used for the match and never kept.
- First-call times from the dialler, for speed to first call and calling hours.
- Hours from the rota, for hours per pitch, the call centre board and the pay sheet.
- What each lead cost, from the export or as a cost per lead for each supplier.
Names, phone numbers, emails and street addresses never go into the reporting workbook. Postcodes are cut short and figures are shown by postcode area (G, ML, EH).
The question it answers
Payaca shows which projects were won. Which lead supplier did each win come from, and what did it cost to get there?
That's cost per sale: lead spend ÷ the sales those leads made. With the diary and the rota alongside it, the same data gives conversion by rep, the blowout rate, hours per pitch, and a verdict on each supplier: get more, keep, watch or cut back. How cost per sale is worked out.
How the figures get in
Core
You export from Payaca and import it with one menu, weekly or whenever you like. The importer remembers how your columns and outcomes map, and stops to ask when it sees one it hasn't met.
Connected
Linking the diary, dialler and CRM is part of the build, set up for how your business runs. Vanzio has no live link to Payaca today. On Connected, how the figures arrive from Payaca is worked out in the build; until then they come from the export.
What isn't built. Vanzio has no live link to Payaca today. Everything on this page works from the export today. Payaca is a trademark of its owner; Vanzio isn't connected with it.
Try it on four numbers, or see the whole thing.
The 4-number check works out what a sale costs from each lead supplier from your spend, leads, pitches and sales, on your screen only. The demo is Demo Solar Ltd, a made-up installer with solar and windows divisions, and shows every figure the dashboard has.
Every figure is defined on How every number is worked out.