Sales

/sales is the revenue-data surface: an analytics dashboard over real federated lead data, a read-only Leads Viewer that browses every registered lead collection, and the Data Export console. It is one of three views over the same lead stores, alongside Audience (capture) and Lead Attribution (source).

All three read surfaces derive from the single collection registry in lib/services/sales/lead-collections.ts — there is deliberately no second source list.

Routes and guards#

The subtree gate lives in layout.tsx via requirePermission("org:analytics:view"). PII inside the viewer and exports resolves from org:observability:pii_view — uncleared callers get masked values (es****@matters.ai), never blanks or raw data.

Backing API routes#

Leads Viewer notes#

Search, sort, and filters are all server-side — the table paginates at 25 rows, so client-side filtering would lie. Rows arrive as the raw document with canonical values overlaid (see the workEmail-vs-email regression in Data Export), and the column picker is remembered per collection in localStorage. The Export these button deep-links into the export console via /sales/export?sources=<id>&search=<q>.

Data Export console#

Deep-dived at Data Export (Sales): multi-source merge, canonical schema, live preview, presets, schedules, GridFS-archived artifacts, and the audit trail.

Related#

• Data Export (Sales) — the full export deep dive
• Audience — lead capture campaigns
• Lead Attribution — leadJourney on lead rows
• RBAC & Permissions — org:analytics:*, org:leads:*
• Workspace Modules