- Source Page (Source Log)
 

Complete Customer Acquisition & Performance Intelligence Module
 

- What Is the Source Page?
 

The Source Page, also known internally as Source Log, is a central intelligence dashboard designed to answer one of the most critical business questions:
 

“Where are our customers coming from, and what value are those sources generating?”

It is not just a list of leads or contacts.

It is a multi-dimensional analytics engine that connects customers, sources, team members, purchases, orders, income, and statuses into a single, interactive reporting experience.
 

- Why the Source Page Exists
 

In real business environments:
 

• Customers arrive from many channels (website, phone, referral, ads, campaigns)

• Different team members handle different sources

• Not every lead converts

• Not every conversion generates the same value
   

The Source Page exists to turn raw source data into strategic insight, allowing organizations to:
 

• Identify high-performing acquisition channels

• Measure team efficiency by source

• Track income and order value per source

• Monitor approval, rejection, and call outcomes

• Make data-driven marketing and sales decisions
   

- Core Concept: Customer Entier With Source page
 

At its heart, the Source Page tells a story per customer:
 

• How the customer entered the system

• Who handled them

• What type of purchase they made

• What income and orders were generated

• What status and call outcomes occurred
   

To keep data clean and meaningful, the system:
 

• Groups data by customer + source

• Avoids duplicate noise

• Applies intelligent rules for recent vs older data
   

This ensures that analytics reflect reality, not clutter.
 

- Visual Analytics: Data You Can See and Feel
 

The Source Page is designed as a visual-first analytics experience.
 

Pie Charts Answer “Who & Where”
 

• Team Member Chart: Who is bringing or handling customers

• Source Chart: Which acquisition channels are active

• Type of Purchase Chart: What customers are buying

• Status Chart: Where customers stand in the workflow
   

Each chart updates instantly with filters, giving immediate insight.
 

Trend Line Answers “When & How Much”
 

A 12-month rolling trend graph shows:
 

• Customer growth over time

• Income progression

• Order volume

• Conversion percentages
   

This transforms the Source Page from a snapshot into a time-based decision tool.
 

- Multiple Data Perspectives (One Click, New Insight)
 

The Source Page supports four analytical lenses, switchable instantly:
 

1. Default – Customer count

2. Incomes – Revenue generated

3. Order – Order / invoice totals

4. Percentage – Conversion efficiency
    

Each mode recalculates:
 

• Charts

• Table values

• Trend data
  
   

- Advanced Filtering That Respects Reality
 

Filtering on the Source Page is deep but intuitive.
 

Users can filter by:
 

• Team members

• Sources

• Statuses

• Call statuses

• Purchase types

• Income thresholds

• Approval state

• Date range or entire month
   

All filters:
 

• Apply instantly via AJAX

• Update charts and table together

• Persist visually in the header

• Carry into exports
   

This ensures what you see is exactly what you export.
 

- Smart Table Design (More Than Rows)
 

The customer table is not static data — it is interactive intelligence.
 

Key Capabilities:
 

• Dynamic columns (show/hide/reorder)

• Inline approval / rejection

• Expandable rows for recent activity

• Bulk selection across filters

• Campaign assignment directly from analytics
   

The table becomes a working surface, not just a report.
 

⏱ The 60-Day Intelligence Rule
 

To balance performance and insight, the Source Page applies a smart rule:
 

• Older than 60 days:
  
  Only the first source record per customer is shown
   

• Within last 60 days:
  
  All meaningful activity is accessible via expandable rows
   

This ensures:
 

• Clean primary analytics

• Full visibility when drilling down

• No loss of critical recent data
   

- Custom Fields: Analytics Tailored Per User
 

Every user sees the Source Page differently.
 

Through field configuration, users can:
 

• Choose which columns matter

• Rename headers

• Reorder fields via drag-and-drop

• Hide unnecessary data
   

These preferences are saved per user, making the Source Page personalized analytics, not one-size-fits-all.
 

- Export & Campaign Power
 

The Source Page is not a dead-end report.
 

Export
 

• Full Excel export

• Respects all filters

• Includes calculated fields

• No pagination limits
   

Campaign Integration
 

• Select customers directly from analytics

• Add them to campaigns in one action

• Turn insights into marketing execution instantly
   

  - Security, Performance & Trust
   

  The Source Page is built with:
   

• Organization-level isolation

• Role & plan-based access

• Optimized queries

• Pagination & grouping logic

• Secure exports
   

  It is designed to handle large datasets without losing accuracy.
   

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  - Final Perspective
   

  The Source Page is not just reporting.

  
  It is:
   

• A decision cockpit

• A marketing attribution engine

• A sales performance analyzer

• A bridge between data and action
  
  It transforms scattered customer entry points into clear, measurable business intelligence.