Q2 Marketing & Sales Health

Monthly performance view · Leads, sales activity, revenue, and marketing spend · April–June 2026

April performance
Same-month digital lens: These cards include only deals whose included lead, deal creation, and closed-won dates are all in the selected month. They will not match the all-closed-won source table below, which also includes sales generated by earlier leads and opportunities.
April closed-won reconciliation

Ranked lead sources for all April closed-won deals

Includes every deal closed-won in the selected month, even when its lead or opportunity began earlier. Uses the associated contact's How Did You Find Us? value; if blank, Primary Lead Source (Tracker). Channel fields are not used.

RankLead sourceClosed wonRevenue

How to read this view

Rows 1–3 isolate marketing activity that produced sales inside the same calendar month. A deal appears there only when its included lead, deal creation, and closed-won date all fall in the selected month.

Row 4 reconciles those same-month results to every deal closed-won in the month. The difference includes sales tied to earlier leads plus deals that could not be matched to an included monthly lead. Same-month revenue coverage shows how much of total closed revenue is explained by same-month activity.

Division rules: Retail includes every pipeline except Construction and Test. Retail leads are the union of ALL LEADS – RETAIL and Master Tracker list 1043. Construction includes only the Construction pipeline and uses All Construction Leads.

Spend allocation: confirmed Retail campaigns are assigned 100% to Retail. Outdoor Kitchen/ODK and other mixed campaigns are split using that month’s Retail vs. Construction lead share. Overall marketing spend uses the supplied monthly division totals.