Opening proof path
SIRJ is loading the workspace, connector, or public page with the same proof path intact: ad spend, lead, booked job, invoice, paid.
See how SIRJ finds revenue leaking through unworked leads, stale follow-up, unmatched ad spend, open invoices, disconnected sources, and held client reporting.
Buyer questions
These answers explain how SIRJ separates a real leak signal from a dashboard guess, then routes the alert to the user who can act on it.
Revenue leak detection finds the places where potential revenue can fall out of the operating path: leads that were not worked, follow-up that went stale, ad spend that cannot be matched to booked work, invoices that remain open, or sources that stopped syncing.
For SIRJ buyers, the important part is not only spotting the leak. It is seeing which client, source record, dashboard card, and review step supports the alert.
Inspect related proofSIRJ compares connected demand records against downstream activity such as CRM movement, booking state, invoice creation, payment state, and the latest source freshness. If the path stalls, the system can surface the gap without pretending the lead already became revenue.
The agency gets a practical follow-up signal tied to the revenue path, while unsupported revenue claims stay out of reports until the evidence is strong enough.
Inspect related proofLeak alerts should appear where the account team already works: the client workspace card, dashboard attention items, weekly insight feed, notification delivery path, and Ask Data responses that explain why a number is missing or delayed.
Agencies should not have to hunt through every connector to find the problem. The product should route the alert to the client and action that need attention.
Inspect related proofSIRJ should show the unsupported state instead of inventing a recovery number. The user sees the missing source, stale sync, no-match path, excluded revenue state, or review hold that prevents the system from turning the signal into a confident result.
This keeps the alert useful without making the public report unsafe. The user can fix the source path first, then rerun the dashboard or report with better evidence.
Inspect related proofLeak map
The leak map keeps the product honest: every alert names the affected path, the evidence behind it, and where the account team sees it.
| Leak | Source evidence | User surface |
|---|---|---|
| Unworked inbound lead | A form submission, call, chat, or CRM contact exists, but the expected downstream activity is missing or delayed for the client and time window being reviewed. | The workspace card and weekly insight feed flag the client, source, age of the lead, and the follow-up evidence that is still missing. |
| Stale follow-up path | A lead moved into the revenue path, but the CRM, booking, or messaging record shows no recent activity even though the source remains eligible for review. | The alert feed links directly to the client context so the account team can inspect the stale stage before the next report is sent. |
| Unmatched ad spend | Spend, click, or campaign records exist, but lead-to-revenue matching cannot connect the spend to booked work, invoice evidence, payment evidence, or an approved exclusion. | The marketing dashboard keeps spend visible beside no-match state, attribution confidence, source freshness, and next-source guidance. |
| Open invoice or payment gap | Booked or invoiced work exists, but the payment record is open, partial, refunded, missing, or outside the revenue basis used for the metric. | Metric definitions and report proof separate booked value, invoice value, collected payments, and excluded revenue before ROI is shown. |
| Disconnected source | A connector that supports a client workspace has stale sync state, missing permissions, failed required fields, or backfill work still in progress. | Connector health and data validation show the broken source path so the user can repair the integration before dashboards or AI answers rely on it. |
Proof surfaces
The same source-backed gap should be visible in the client grid, alert feed, Ask Data answer, and review queue before it reaches a report.
| Surface | Buyer sees | Source path |
|---|---|---|
| Client workspace grid | Each client card can show alert count, revenue at risk, source health, last activity, and the dashboard or review item that needs attention. | Client workspace data, connector health, notification state, and attribution outcomes combine to make cross-client leakage scannable. |
| Weekly insight and alert feed | A filterable feed of client-specific alerts, severity, source evidence, owner, delivery state, and the linked fix or review path. | Insight generation and notification delivery decide when a source-backed gap should become an alert, digest item, or held review state. |
| Ask Data answer with cited rows | A plain-English answer that names the client, source, metric, date window, missing record, cited rows, and whether the answer is supported or held. | Ask Data, validation, and metric definitions keep revenue-leak questions tied to eligible sources and cited rows instead of unsupported narrative. |
| Human review hold | A report item that is held for approval when the evidence path is stale, incomplete, disputed, or not yet safe for client delivery. | Human review, report generation, and data validation decide which AI-created insight can be published and which one needs operator approval. |
Workflow
SIRJ detects the revenue path, checks whether the evidence supports an alert, routes the item, and holds client-facing output when the source path is not ready.
Workflow detail
Each step shows what the system checks and what proof the user can inspect before the item becomes a client-facing claim.
| Step | What happens | Visible proof |
|---|---|---|
| Connect demand and outcome sources | The leak path starts with ad, call, form, CRM, booking, invoice, payment, and private source coverage for the client workspace being reviewed. | Integration, source coverage, and connector setup pages show which records are available and which source gaps still affect the client. |
| Match each lead to the revenue path | SIRJ checks whether demand records can move through lead, booking, invoice, payment, and report states without turning missing evidence into revenue. | Lead-to-revenue matching and attribution methodology expose match confidence, no-match reasons, revenue state, and excluded records. |
| Detect stale, missing, or blocked paths | The product flags paths where a source is stale, follow-up is missing, a lead is not worked, spend cannot be matched, or revenue is not yet collected. | Connector health, data validation, and dashboard attention states show why the system is flagging the gap and what record needs review. |
| Route the alert to the right user | Once the leak is source-backed, SIRJ routes it to the client workspace, alert feed, digest, dashboard card, or review queue depending on severity and owner. | Notification delivery and client workspace pages explain who receives the item, how it is grouped, and where the fix path starts. |
| Hold or publish the client-facing proof | If the leak is resolved or clearly supported, it can reach dashboards, weekly reports, Ask Data, exports, and client-ready summaries. If not, the item stays held. | Human review, reports, sample report, and exports pages show how supported revenue evidence travels into the client-facing artifact. |
FAQ
These answers keep the page focused on evidence, review, source coverage, and responsible use of alerts inside client reporting.
SIRJ can show the evidence behind the gap and the revenue basis that may be affected, but it should not present recovered revenue unless the source path supports that claim.
No. It gives the team a source-backed place to look first. Human review still matters when the evidence is incomplete, the client context is unusual, or the output will be shared externally.
The highest-value sources are the ones that connect demand to outcome: ads, calls, forms, CRM stages, bookings, jobs, invoices, payments, and any private source that proves fulfillment or collection.
Agencies should use alerts to prioritize follow-up, repair source gaps, prepare client conversations, and keep unsupported claims out of dashboards and reports until the evidence path improves.
Ready when the numbers need to hold up
Review unworked leads, stale follow-up, unmatched spend, open revenue states, connector gaps, and held output before client reporting depends on the number.