Capture the source
Use controlled source names, relationship owners, and campaign context at intake.
Track source, fit, progression, and outcome across the funnel—without overstating volume as value.
Consistent referral-source attribution
Source quality beyond raw lead counts
Better outreach priorities
Use controlled source names, relationship owners, and campaign context at intake.
Compare qualification, benefits, authorization, staffing, and start outcomes by source.
Give growth and operations teams a shared view of fit, friction, and follow-up.
Definitions are configured with the organization so a scorecard does not become another source of conflicting numbers.
Tell us how your organization operates today. We’ll use the demo to explore fit, workflow, and implementation—not deliver a generic product tour.