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The home pipeline view — stat cards plus a filterable, sortable record table where every row carries the source that justifies its stage and score. · 2 min read

Home (the Workspace) is the first surface in the sidebar. It opens on a live pipeline table built from the cohort data — every control on it does real server-side work, nothing is decorative.

How to use it

  • Read the four stat cards across the top: Records, Qualified (SQL + MQL), Customers (won), and Provenance (facts with a source).
  • Use the Filter menu to narrow the view — All records, Customers, Qualified, Leads, or Visitors. The view is applied server-side via the view= query param.
  • Use the Sort menu to order by Lead score, Name, or Company (the sort= param).
  • Click New record or Add deal to jump to the create form at /records/new.

The table shows each record's name, company, title, industry, lifecycle Stage, lead Score, and Source — the last column is the point: every record names where it came from.

What it proves: a record's stage and score are never free-floating — each row carries its source, so the pipeline is traceable end to end. The Provenance card reads 100% because every fact has a source.
At a glance
Route/workspace
Moduleapp/workspace.py
ControlsFilter (view=), Sort (sort=), New record
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Records