7Oil Reporting · Monthly Snapshots

Monthly Reports

Review, finalize, and publish monthly performance reports for the 7Oil team and client stakeholders.

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AI Reporting Summary

Plain-language highlights from this reporting period

No AI insights available

Insights appear once at least one prior period is published to compare against.

Review Mode

Reporting status: —

Ready to publish

Reconciliation Checklist

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    Internal Notes

    Private notes for Current Period — not visible in client view or export

    Not yet saved for this period.

    Business Rule Assumptions

    Active rules used to compute this report

    Lead identity priority
    email → phone → name
    Cargus match priority
    email → phone → name
    Existing-lead window
    ALL HISTORICAL
    Not-in-Cargus window
    ALL HISTORICAL
    Sales lag (months)
    1
    ROAS revenue basis
    TRANSACTION REVENUE
    Dedupe HubSpot & CallRail
    Yes
    Low confidence requires review
    Yes
    Include CallRail in totals
    Yes
    Include HubSpot in totals
    Yes

    Open Questions

    9 unresolved business questions for the 7Oil reporting process

    • Matching

      Should 'Not In Cargus' compare only against the selected month's Cargus export, or all historical Cargus data?

      OPEN

    • Classification

      If a lead appeared in Cargus in January and re-enters HubSpot in June, should they count as Existing or Not In Cargus?

      OPEN

    • Matching

      Should CallRail and HubSpot leads be deduped before calculating Total Leads?

      OPEN

    • Identity

      Which field is the most reliable cross-system identifier: email, phone, name, or another customer ID?

      OPEN

    • Revenue

      Should ROAS use transaction revenue from Cargus only, or include projected/closed revenue from HubSpot?

      OPEN

    • Sales Lag

      How should sales lag be reflected in client-facing reports?

      OPEN

    • Cargus

      Are HVAC services and deliveries reported separately, combined, or both?

      OPEN

    • Sales Lag

      Should June be treated as preliminary if the Cargus data is incomplete?

      OPEN

    • Spreadsheet Legacy

      What should happen when formulas in old spreadsheet months were hardcoded?

      OPEN

    Historical Reports

    All published and in-progress monthly reports

    MonthTotal LeadsTransactionsRevenueAd SpendROASStatusLast Updated
    No data