Sales Attribution

Attribution Analytics

Track source-to-pilot cohorts from first signal to governed enterprise outcome.

SCRIMED attribution analytics reports CRM-safe, no-PHI buyer-source and sales-process metadata only. Public analytics use synthetic fixtures. Authenticated tenant analytics may derive from persisted no-PHI pilot-intake opportunities, but must not expose PHI, patient identifiers, clinical records, diagnosis details, payer member identifiers, ad-platform sensitive health inferences, guaranteed ROI, or customer-identifying outcomes without approval.

Statuscohort-analytics-ready
Modesynthetic-public-fixture
Records6
Source coverage100%
Proof coverage100%
Open pipeline4

Persistence model

Public fixtures for review. Tenant-admin analytics from retained opportunities.

Authenticated tenant-admin analytics derive from persisted no-PHI Sales Operations opportunities.

01Public mode: Synthetic cohort fixtures for public buyer and investor review.
02Durable source: private.pilot_intake_submissions.payload.attribution
03Authenticated API: /api/sales-operations/attribution-analytics
04Fallback: When durable opportunity volume is low or unavailable, use synthetic fixtures and manual review packets while keeping retention status explicit.

Pipeline funnel

Every cohort is measured against sales-stage progression, not hype.

0%

new

0 attribution records currently sit in this stage.

No-PHI sales process metric
17%

qualified

1 attribution record currently sit in this stage.

No-PHI sales process metric
17%

discovery

1 attribution record currently sit in this stage.

No-PHI sales process metric
17%

proposal

1 attribution record currently sit in this stage.

No-PHI sales process metric
17%

pilot-planning

1 attribution record currently sit in this stage.

No-PHI sales process metric
17%

won

1 attribution record currently sit in this stage.

No-PHI sales process metric
17%

closed-lost

1 attribution record currently sit in this stage.

No-PHI sales process metric

Cohorts

Segment by source, campaign, buyer, deployment, offer, cadence, proof packet, and outcome.

sourceCategory

campaign-attributed

Keep campaign-attributed routed into no-PHI intake and compare first-response completion against proof-packet readiness.

5 records - 83%
  • Open: 4
  • Proposal: 1
  • Pilot planning: 1
  • Proof routes: /pilots, /pricing
offer

Workflow Intelligence Assessment

Track Workflow Intelligence Assessment from intake through proposal and pilot planning; compare requested workflows against deliverable scope.

5 records - 83%
  • Open: 3
  • Proposal: 0
  • Pilot planning: 1
  • Proof routes: /pricing
deploymentProfile

Managed Cloud Pilot Profile

Attach Managed Cloud Pilot Profile readiness gates to every opportunity before proposal, including residency, security, connector, and review requirements.

3 records - 50%
  • Open: 1
  • Proposal: 1
  • Pilot planning: 0
  • Proof routes: /pilots, /pricing
deploymentProfile

Sovereign Cloud And Public Sector Profile

Attach Sovereign Cloud And Public Sector Profile readiness gates to every opportunity before proposal, including residency, security, connector, and review requirements.

2 records - 33%
  • Open: 2
  • Proposal: 0
  • Pilot planning: 0
  • Proof routes: /pricing
buyerType

Clinic network

Build a buyer-specific proof packet for Clinic network and assign an owner for discovery, governance, and deployment profile review.

1 records - 17%
  • Open: 0
  • Proposal: 0
  • Pilot planning: 0
  • Proof routes: /pricing
sourceCategory

direct-pilot-intake

Keep direct-pilot-intake routed into no-PHI intake and compare first-response completion against proof-packet readiness.

1 records - 17%
  • Open: 0
  • Proposal: 0
  • Pilot planning: 0
  • Proof routes: /pricing
buyerType

Faith-aligned care, community, and patient-experience leaders

Build a buyer-specific proof packet for Faith-aligned care, community, and patient-experience leaders and assign an owner for discovery, governance, and deployment profile review.

1 records - 17%
  • Open: 1
  • Proposal: 0
  • Pilot planning: 0
  • Proof routes: /pricing
buyerType

Government and public-sector healthcare leaders

Build a buyer-specific proof packet for Government and public-sector healthcare leaders and assign an owner for discovery, governance, and deployment profile review.

1 records - 17%
  • Open: 1
  • Proposal: 0
  • Pilot planning: 0
  • Proof routes: /pricing
buyerType

Health system operations executives

Build a buyer-specific proof packet for Health system operations executives and assign an owner for discovery, governance, and deployment profile review.

1 records - 17%
  • Open: 1
  • Proposal: 1
  • Pilot planning: 0
  • Proof routes: /pilots
deploymentProfile

Hospital-Controlled Runtime Profile

Attach Hospital-Controlled Runtime Profile readiness gates to every opportunity before proposal, including residency, security, connector, and review requirements.

1 records - 17%
  • Open: 1
  • Proposal: 0
  • Pilot planning: 1
  • Proof routes: /pricing
buyerType

Payer and revenue cycle leaders

Build a buyer-specific proof packet for Payer and revenue cycle leaders and assign an owner for discovery, governance, and deployment profile review.

1 records - 17%
  • Open: 1
  • Proposal: 0
  • Pilot planning: 1
  • Proof routes: /pricing
buyerType

Security, privacy, legal, and governance buyers

Build a buyer-specific proof packet for Security, privacy, legal, and governance buyers and assign an owner for discovery, governance, and deployment profile review.

1 records - 17%
  • Open: 0
  • Proposal: 0
  • Pilot planning: 0
  • Proof routes: /pricing
offer

Synthetic Pilot Evaluation

Track Synthetic Pilot Evaluation from intake through proposal and pilot planning; compare requested workflows against deliverable scope.

1 records - 17%
  • Open: 1
  • Proposal: 1
  • Pilot planning: 0
  • Proof routes: /pilots

Proof stack recommendations

Analytics should recommend the next proof artifact, not just count traffic.

/pilots

sourceCategory: campaign-attributed

Keep campaign-attributed routed into no-PHI intake and compare first-response completion against proof-packet readiness.

Cohort analytics guide sales operations and pilot planning; they are not clinical, reimbursement, compliance, or guaranteed outcome claims.
/pricing

offer: Workflow Intelligence Assessment

Track Workflow Intelligence Assessment from intake through proposal and pilot planning; compare requested workflows against deliverable scope.

Cohort analytics guide sales operations and pilot planning; they are not clinical, reimbursement, compliance, or guaranteed outcome claims.
/pilots

deploymentProfile: Managed Cloud Pilot Profile

Attach Managed Cloud Pilot Profile readiness gates to every opportunity before proposal, including residency, security, connector, and review requirements.

Cohort analytics guide sales operations and pilot planning; they are not clinical, reimbursement, compliance, or guaranteed outcome claims.
/pricing

deploymentProfile: Sovereign Cloud And Public Sector Profile

Attach Sovereign Cloud And Public Sector Profile readiness gates to every opportunity before proposal, including residency, security, connector, and review requirements.

Cohort analytics guide sales operations and pilot planning; they are not clinical, reimbursement, compliance, or guaranteed outcome claims.
/pricing

buyerType: Clinic network

Build a buyer-specific proof packet for Clinic network and assign an owner for discovery, governance, and deployment profile review.

Cohort analytics guide sales operations and pilot planning; they are not clinical, reimbursement, compliance, or guaranteed outcome claims.
/pricing

sourceCategory: direct-pilot-intake

Keep direct-pilot-intake routed into no-PHI intake and compare first-response completion against proof-packet readiness.

Cohort analytics guide sales operations and pilot planning; they are not clinical, reimbursement, compliance, or guaranteed outcome claims.

Known limitations

Analytics must stay honest until real sales volume, finance data, and approved CRM connectors exist.

guardrail

Limitation

Public analytics are synthetic fixtures and do not represent real customers, revenue, or clinical outcomes.

Boundary retained
guardrail

Limitation

Authenticated tenant analytics require tenant-admin AAL2 access and persisted no-PHI opportunities.

Boundary retained
guardrail

Limitation

Attribution packet exports use a dedicated audit event when the Supabase migration is active, with an explicit rollout fallback to the prior sales artifact event.

Boundary retained
guardrail

Limitation

Ad spend, CAC, signed contract value, and customer ROI are not imported until approved finance and CRM connectors exist.

Boundary retained
guardrail

Limitation

Small cohort counts are directional operating signals, not statistically valid market claims.

Boundary retained
guardrail

Limitation

No PHI, clinical records, diagnosis details, payer member identifiers, or sensitive ad-platform health inferences are allowed.

Boundary retained