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Sales

Section index — every report in this module subsection.

Funnel conversion, lead-source attribution, cohort metrics.
Report Description Source Last updated Status
Applicant funnel (v2)Inquire -> tour -> application -> screening -> approval -> move-in. Conversion per stage, time-in-stage, drop-off by source.CRM + portal-api2026-05-16CANONICAL
Lead source attribution (touchpoint matrix)Per source: call volume, applications submitted, approval rate, weekly rent activated, effective CAC.DV mirror + voice-report2026-06-10CANONICAL
Teams Phone activityInbound, outbound, missed calls. Per-user, per-day, hour-of-day heatmap. Unknown prospects with 3+ calls.Microsoft Graph (28d)2026-06-10CANONICAL
Inbound email volume + triagePer-inbox volume across PM, AuthNet salesreceipts, LiveWire. Needs-action vs no-action triage.Microsoft Graph (28d)2026-06-10CANONICAL
CRM funnel (legacy)Superseded by funnel-v2. Source retained for diff validation; report archived per #210.tools/crm-funnel-report (archived)2026-06-10ARCHIVED

Generated 2026-06-10T03:00:33Z UTC. Source: gatedrentals-platform tools/section-indexes. Section structure per task #210.