7Oil Reporting · Configuration

Business Rule Controls

Changes apply immediately to Overview, Reports, Data Tables, AI Summary, and reconciliation checks.

Reporting Windows

How far back to look when classifying leads

Existing lead window

A lead is EXISTING if found in any period in this window.

Not-in-Cargus comparison window

Which Cargus records to compare against when flagging NOT_IN_CARGUS.

Sales lag (months)

Periods within this window are flagged Preliminary.

ROAS revenue basis

Identity priority and dedup toggles

Lead identity priority

email → phone → name

Current order: email → phone → name

Cargus match priority

email → phone → name

Current order: email → phone → name

Dedupe HubSpot & CallRail

Merge identical identities before totals.

Low confidence requires review

Flag name-only matches as NEEDS_REVIEW.

Include CallRail in total leads

Include HubSpot in total leads

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

Internal QA tracker · 0/10 verified