Leads

Form submissions Harley has not added to the master sheet yet. They count as leads but have no status.

A job on the sales sheet is linked, but the master sheet status is not Booked. That is Harley's call; until then no commission is counted.

Booked on the master sheet 30+ days ago and still no row on the sales sheet, so their revenue is an estimate at the average job. Longest wait first. When the job lands on the sales sheet it links on the next sync; if it never will, set the lead back from Booked.

The master sheet says one source and the form or sales-sheet evidence says another. The rule in place is applied and the flag stays until it is settled.

Booked, but no booked date from history, the sales sheet or the previous dashboard. Excluded from commission until a date is set.

A Lead Source value that is neither a Firstgen channel nor a recognised client channel (Other vendor). Earns $0 until Firstgen adds a rule.

A Status value the sheet mapping does not know (a typo such as “Estiamte”, or “Follow Up”). Fix the cell on the master sheet.

Date Created on the master sheet is before 2015 or in the future, so the year is a typo. Fix it in the sheet; the sync picks it up within 2 minutes.

Sales-sheet jobs whose name is close to a lead (score 0.60–0.85). Accept the suggestion or pick a different lead.

Rows Firstgen has marked for Harley to check on the sales sheet. Fix or remove the row in the sheet; it leaves this list on the next sync.

Jobs on the sales sheet with no lead to attach to. They still count as revenue; they earn no commission until linked to a booked lead.