| Extract source records | Can the platform pull the records needed for the revenue question, including timestamps, identifiers, source fields, campaign context, lead context, job records, invoices, payments, and provider status? | Integration and category pages show which source records come in, which fields matter, and which connector gaps must be scoped before reporting depends on the source. |
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| Normalize event shape | Can raw provider records become consistent event shapes without losing source meaning, client scope, timestamps, provider identifiers, or the difference between demand signals and revenue outcomes? | Data routing and normalizers convert source records into scoped events before metrics, cards, answers, reports, or exports are allowed to use them. |
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| Transform into metric-ready facts | Can the pipeline transform records into metric-ready facts with formulas, date scope, source filters, attribution windows, confidence states, and unsupported-number behavior? | Metric definitions, attribution methodology, and lead-to-revenue matching explain which transformed facts can support revenue claims and which gaps stay visible. |
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| Validate pipeline readiness | Can the platform block stale connectors, missing fields, blended client scope, weak attribution evidence, unsupported metrics, and uncited answers before they reach a client report? | Data validation and connector health pages show how stale sources, setup gaps, missing evidence, and unsupported questions are rejected or kept visible. |
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| Load proof surfaces | Where does the transformed and validated data go: dashboard cards, graph surfaces, Ask Data answers, report snapshots, weekly summaries, exports, or custom destinations? | Dashboards, reports, sample report, and exports pages show the loaded proof surfaces and explain where custom destination work needs separate scope. |
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