Where Did My Business Come From?
Source → revenue truth, computed from your canonical records only.
Referral source is SELF-REPORTED — it is not click attribution.
UNKNOWN SOURCE stays its own category — unknown is not "direct".
Conversion Funnel
Opportunities (inquiries) 0
Consultations 0
Proposals 0
Agreements 0
Completed Sales 0
Company revenue from completed sales: $0(canonical settlement figure per deal)
Counts derive from real records — proposals/agreements are recognized from their canonical Chapter 9 states, not duplicated manual stages.
By Referral Source (self-reported)
| Source | Opportunities | Won | Company Revenue |
|---|---|---|---|
| No data yet |
Referral Partner Outcomes
| Professional / Source | Opportunities | Won | Company Revenue |
|---|---|---|---|
| No data yet |
Facts only — no partner scoring. Opportunities without a recorded referrer are not shown here.
By City
| City | Opportunities | Won | Company Revenue |
|---|---|---|---|
| No data yet |
By Captured Inquiry Source (provenance)
| Inquiry captured via | Opportunities | Won | Company Revenue |
|---|---|---|---|
| No data yet |
This is WHERE the inquiry was captured (website, estate-transition page, manual…) — technical provenance, distinct from the self-reported referral source above.
No opportunities yet — this report fills in as your pipeline does.