Data Source: GHL Opportunities pipeline export (enquiry-leads-full.json) — 817 leads across all stages.
Salesperson Attribution: For leads in Strategy Booked through Followup Booked, the current assignedTo field is used (these leads are still with the salesperson). For Service Sold+ leads, opps are typically reassigned to the ops team (Jayson, Jon, Melody) — these are flagged as needs attribution and require calendar appointment host data to determine which salesperson ran the strategy session.
Region Detection: Source strings containing "USA", "US&CA", "LP-USA", or "IBS" are categorised as US/CA. All others default to AU/NZ.
Source Mapping: Raw GHL source strings are normalised using source-mapping.json. Sources tagged "❌ WRONG" (e.g. Payment Page) indicate data quality issues — the original source was overwritten.
Days in Pipeline: Calculated from createdAt to current date. Overdue thresholds: Strategy Booked >14 days, Followup Booked >7 days.
Conversion Rate: Strategy Done → Service Sold as a percentage. Only counts leads that reached Strategy Done stage.
Monetary Value: From GHL opportunity monetaryValue field. Not all opps have values set.
Limitations: No sold date available (using createdAt as proxy). Calendar appointment data needed for accurate salesperson attribution on won deals. Stage timestamps not available — all timing based on createdAt.