Quick guide
How to use Conversions / Sales
Separate won revenue, open pipeline, margin, confidence and evidence source for every outcome.
- 1Record one row per conversion event (sale, qualified lead, appointment).
- 2Set status (open / won / lost) and revenue or pipeline value.
- 3Tag the evidence source: directly measured, rule-attributed or estimated.
- 4Link to lead and campaign so attribution can credit the right touchpoints.
Tip: Lower the confidence score for offline-assisted conversions to keep reports defensible.
Revenue outcomes
Conversions / Sales
Separate won revenue, open pipeline, margin, confidence, and evidence source for each outcome.
Records
3
Workspace scope
Tenant
State
Ready
Demo workspace data
Placeholder UI wired to the Cloud schema and ready for CRUD actions.
| Account | Status | Revenue | Attribution evidence |
|---|---|---|---|
| Berg & Trail AB | Won | €42,000 | Directly measured |
| Alpine Supply Co | Won | €31,000 | Rule-based attributed |
| Summit Retail Group | Open | Pipeline | Estimated / offline-assisted |