📖 Data Source Documentation

Where every piece of data comes from, how it's pulled, and where it's cross-referenced.

📊 KPI Cards (Top Row)

KPI	Source	How Calculated	Cross-Referenced
Show Rate	Close.com Opportunities + Calls	Demos held (calls >2min) / Booked opportunities (status=Scheduled)	Slack #closed-deals for verification
Close Rate	Slack #successful-payments	Payments ≥$2,000 / Demos held. Only counts high-ticket deals.	Close.com Won opportunities
EP/Call	Slack #successful-payments + Close.com	Total high-ticket cash ($2K+) / Total demos held	—
Cash Collected	Slack #successful-payments	Sum of all payment amounts in date range (Elective + FanBasis + ClarityPay)	Close.com Won opportunities
Bookings	Close.com Opportunities	Count of opportunities with status "Scheduled" in date range	Calendly events, GHL calendars
Calls Today	Close.com Activity/Call API	Total call activities in selected date range	—

📋 Live Call Feed Columns

📅 Date & Time

When the call occurred.

Close.com → activity/call → date_created

👤 Prospect

Lead name from Close.com. Enriched with contact details on hover.

Close.com → lead/{id} → display_name

🧑‍💼 Rep

Sales rep who made/received the call. Full name from Close.com user.

Close.com → activity/call → user_name

🏷️ Type (Setter / Closer)

Determined by call duration and pipeline. Calls >2min from CLOSER pipeline = Closer. Otherwise Setter. Future scheduled = "Scheduled."

Close.com → call duration + opportunity pipeline

⏱️ Duration

Call length in minutes/seconds.

Close.com → activity/call → duration (seconds)

💳 Credit Score

Lead's credit score from LeadFi, stored in Close.com custom field.

Close.com → lead → custom["Credit Score"]

⚡ Originally from SC Funnel (sc.aicommerce.co) → LeadFi integration → pushed to Close.com

💰 Income

Estimated income from LeadFi data.

Close.com → lead → custom["Income Estimate"]

⚡ Originally from SC Funnel → LeadFi

📡 Source

Traffic source (Facebook, Google, TikTok, Organic). Extracted from the UTM parameters in the lead's Calendly booking URL.

Close.com → lead → custom["Pre-filled Calendly"] → parse utm_source

⚡ Cross-referenced with Hyros first_source attribution and SC Funnel campaign data

📢 Campaign

Ad campaign name. Extracted from UTM parameters or matched via Hyros attribution.

Close.com → lead → custom["Pre-filled Calendly"] → parse utm_campaign

⚡ Matched against Hyros → category name and SC Funnel → campaign hierarchy

✅ Outcome

Current status of the lead/opportunity in the sales pipeline.

Close.com → lead → status_label + opportunity → status_label

⚡ Verified against Slack #closed-deals for Won status and #successful-payments for payment confirmation

💵 Contract

Deal value if closed. Pulled from Close.com opportunity value or Slack payment amount.

Close.com → opportunity → value (in cents, /100)

⚡ Cross-referenced with Slack #successful-payments amount

📝 Notes

AI-transcribed call notes from Close.com's built-in transcription.

Close.com → activity/call → note

🎙️ Recording

Call recording available in Close.com. Fathom recordings matched by time/participant when available.

Close.com → activity/call → recording_url

⚡ Fathom recordings matched by recording_start_time ±5min and attendee email

📈 Analytics Sources

💰 Payments Feed

Real-time payment notifications from Slack. Parses bot messages from Elective, FanBasis/ClarityPay, and custom payment processors.

Slack API → conversations.history → channel C077FCDLETG (#successful-payments)

🎯 Closed Deals Feed

Deal closure notifications with rep attribution, client info, and program details.

Slack API → conversations.history → channel C078AQ0P000 (#closed-deals)

⚡ Primary source of truth for "who closed what." Cross-referenced with #successful-payments for payment confirmation.

📋 Pipeline / Opportunities

All active opportunities across 3 pipelines: CLOSER, SETTER, and SALES TEAM.

Close.com → opportunity API → filtered by date range

🏆 Rep Leaderboard

Aggregated from call data (calls, demos, show rate) and Slack (deals closed, cash collected).

Aggregation of Close.com calls + Slack #closed-deals + #successful-payments

🔌 API Architecture

Source	Endpoint	Auth Method	Refresh Rate
Close.com	api.close.com/api/v1/	Basic Auth (API Key)	On load + manual
Slack	slack.com/api/conversations.history	Bearer Token (User)	On load + manual
Hyros	api.hyros.com/v1/api/v1.0/	API-Key header	Via SC Funnel cache
SC Funnel	sc.aicommerce.co/api/data	Session cookie	Cached
Fathom	Composio OAuth	OAuth Bearer	On demand
Calendly	api.calendly.com	Bearer PAT	Available
GHL	services.leadconnectorhq.com	Bearer PIT	Available
Typeform	api.typeform.com	Bearer PAT	Available
Google Sheets	gog CLI (local)	OAuth	Static snapshot
Meta Ads	graph.facebook.com	System User Token	Available

Sales Clarity v2.0 · Built by Corvin 🦅 · March 2026