Leads stay in their original qualifying cohort as opportunities and sales occur later.
Everything closed during the selected period, separated by when the originating lead entered.
Spend, source-cited outcomes & cost signals
Original customer acquisition source
Primary marketing-investment lens. How Did You Find Us? first; Primary Lead Source (Tracker) only when blank.
| Acquisition source | Closed won | Revenue |
|---|
Source recorded on the deal
Sales-attribution and data-quality lens. Lead Source (Deal) / Lead Source Detail (Deal), with no fallback to contact.
| Deal source / detail | Closed won | Revenue |
|---|
Coverage and reliability
Referral outcomes
Cohort development vs. closed-period results
How the figures are produced
Cohort date: earliest verified qualifying date across HubSpot Contact Create Date and a confidently matched Store/Master Tracker date. The source of that date is retained.
Retail: all pipelines except Construction and Test. A Sales Opportunity is a unique qualifying contact with Presentation = Yes on a verified tracker record, or a linked Retail deal that verifies a human quote/pricing interaction. Form submissions remain Gross Leads until a human sales interaction is verified. A Retail deal is the current formal-quote proxy. The Retail opportunity diagnostic requires verified interaction evidence and is unavailable in this legacy aggregate snapshot.
Construction: pipeline c671f101-f006-423b-80d4-ad81aacdb7c6. Deal creation is a Sales Opportunity. A quote occurs only on entry to Quote and Design, stage e8e02f45-a712-4224-a32d-86d108293b53.
Spend: supplied April–June division totals are complete department expenses. Platform spend is component detail, never additive. Missing values display Unavailable rather than zero.
As of: August 5, 2026. Q2 months are displayed as separate cohort rows because their maturity differs.