SQL companies → completed meeting
Canonical SQL company volume with the completed-meeting rate from the same SQL episodes.
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Sales
Separate acquisition, activity, meeting, responsibility, and deal clocks. Counts use the matched Sales snapshot.
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Sales controls
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Click channels to include or exclude them. Counts beside each channel show qualifying companies in the selected date range.
Sales conversion overview
Monthly company cohorts include all companies and recorded outcomes through the source cutoff. Bars show cohort volume; the orange line shows conversion rate. Recent cohorts have had less time to convert.
Companies with completed meeting → subsequent deal
Company episodes with a completed meeting and deals created after that meeting in the same cohort.
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SQL progression detail
All SQL companies first, followed by newly recorded SQL. Bars count companies; orange lines show the outcome as a percentage of the matching SQL population. All recorded outcomes through the source cutoff are included.
All SQL companies
All SQL companies
Distinct all SQL companies in the selected channel cohort.
Received further outreach
Bars: all SQL companies with this outcome. Line: % of all SQL companies.
Connected call or verified buyer reply
Bars: all SQL companies with this outcome. Line: % of all SQL companies.
Contact owned by Tracey after SQL
Bars: all SQL companies with this outcome. Line: % of all SQL companies.
Completed meeting with Tracey participation
Bars: all SQL companies with this outcome. Line: % of all SQL companies. Recorded participation in a completed meeting.
Whole-team completed meetings
Bars: all SQL companies with this outcome. Line: % of all SQL companies.
Newly recorded SQL companies
Newly recorded SQL
Distinct newly recorded SQL companies in the selected channel cohort.
Received further outreach
Bars: newly recorded SQL companies with this outcome. Line: % of newly recorded SQL companies.
Connected call or verified buyer reply
Bars: newly recorded SQL companies with this outcome. Line: % of newly recorded SQL companies.
Contact owned by Tracey after SQL
Bars: newly recorded SQL companies with this outcome. Line: % of newly recorded SQL companies.
Completed meeting with Tracey participation
Bars: newly recorded SQL companies with this outcome. Line: % of newly recorded SQL companies. Recorded participation in a completed meeting.
Whole-team completed meetings
Bars: newly recorded SQL companies with this outcome. Line: % of newly recorded SQL companies.
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Summary
Summary cards use the selected source and company scope, with all recorded outcomes through the source cutoff. Each card links to its detailed clock.
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Company follow-up
Companies acquired in period. Acquired-contact work and related-account work remain separate.
Historical company detail loads when this section is opened.
SQL progression and handoff
Canonical SQL membership is separate from temporal qualification, assignment, seller action, and preexisting exceptions.
Qualification detail loads when this section is opened.
Meetings
Booking, occurrence, completion, outcome, and participant clocks are measured separately.
Meeting detail loads when this section is opened.
Team activity
Workload reports recorded activity, breadth, phase, role, and responsibility coverage without ranking staff by volume.
Team detail loads when this section is opened.
Follow-up gaps
Overlapping diagnostic flags and exclusive backlog statuses are distinct reporting views, not service-level targets.
Current backlog loads when this section is opened.
Sales production
Deals use create-date and close-date event clocks. Amounts retain their existing currency semantics.
Production detail loads when this section is opened.
Management notes
Shared notes and history use the existing storage and API. Notes are not CRM activity.
Management notes
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Definitions and coverage
Read the matched snapshot, cutoff, history, link, actor, and privacy state before interpreting a number.
Metric and privacy definitions
Qualifying company: a canonical company with an eligible, non-expansion contact created in the selected period and source set.
Observation period: all companies and recorded outcomes through the source cutoff are included, regardless of how recently the company entered the cohort. Recent cohorts have had less time to convert. Unknown, incomplete, and preexisting outcomes stay separate from measured zero; a rate without a denominator remains unavailable.
Recorded activity: only sanitized, typed activity facts from the matched Sales snapshot. Invitation is not attendance, a completed task is not buyer engagement, and missing history is not no work.
Unavailable: the underlying activity or history does not support a number for the selected view.
Timing: elapsed durations use UTC instants. User-facing timestamps and cutoff dates use Armenia time (AMT, UTC+04:00).