Figure 1From “What is lead routing? Assignment is a measurement boundary”
The lead-assignment worksheet
Keep eligibility, rule version, capacity, owner, response, reassignment, and outcome in one reviewable worksheet row.
Figure 1The lead-assignment worksheet
Source: Author's synthetic assignment worksheet grounded in Virtanen, Parvinen, and Rollins (2015), Friend, Curasi, Boles, and Bellenger (2014), and Friend, Ranjan, and Johnson (2019). The fields are prompts; the example values are illustrative, not benchmarks or service levels.

Source and evidence
Each line names a claim related to this exhibit, its source, and how it was checked.
- A V07-VPR-C2 Virtanen et al. classify leads as won, lost, or canceled, with canceled separate from a customer decision to purchase elsewhereVirtanen, Parvinen, and Rollins (2015), full-text receipt
- A V07-VPR-C3 Their study combines salesperson interviews, CRM analysis, and executive discussion and does not provide a general close-rate benchmark or individual lead explanationVirtanen, Parvinen, and Rollins (2015), full-text receipt
- A V07-FCB-C2 A buyer-side account is a distinct evidence layer from seller explanation, and the qualitative study is not a universal reason taxonomyFriend, Curasi, Boles, and Bellenger (2014), full-text receipt
- A V07-FRJ-C1 Friend, Ranjan, and Johnson describe failing fast as collecting prospect intent, interpreting it, and deciding whether to stop pursuing earlyFriend, Ranjan, and Johnson (2019), full-text receipt
- B V07-OWN-C1 Lead routing is the rule that assigns an eligible lead to an owner or queue under a declared population and time boundaryAuthor framework
- B V07-OWN-C2 Lead capture, qualification, routing, follow-up, reassignment, and outcome are different process objectsAuthor taxonomy
- B V07-OWN-C4 The synthetic six-lead ledger produces 100% assignment coverage, 60% response completion, 80% opportunity creation, 20% wins per eligible lead, and 25% wins per created opportunityAuthor synthetic arithmetic
Grades: A, verified against the printed page of the primary source · B, primary source, text layer only · C, authoritative secondary · D, reported.
From the essay
Revenue operations & AI
What is lead routing? Assignment is a measurement boundary
Lead routing assigns an eligible lead to an owner or queue. The rule, capacity state, response event, and outcome window make it reviewable.
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