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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.

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Figure 1The lead-assignment worksheet

A five-column worksheet with six blank rows for lead ID and eligibility, rule and capacity, assignment, response and reassignment, and outcome at day 30. Five rows represent eligible leads and one represents a captured but excluded record in a synthetic example.Lead andeligibilityLead ID; eligibleunder the declaredrule?Rule and capacityRule version; open,full, fallback, ornot applicable.AssignmentOwner or queue;record the effectiveassignment.Response and changeFirst response time;reassignment andreason.Outcome windowAt day 30: won, lost,canceled, noopportunity, or open.Six rows are deliberate: five synthetic eligible leads and one captured but excluded record. Keep the denominator,rule state, and outcome window visible. The worksheet is not a CRM export, service level, or benchmark.

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.

PNG4:3, 1600 × 1200, with the title, the source line and the attribution set in the image isoglu-2026-what-is-lead-routing-fig03.png

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.

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APA 7

Isoglu, S. (2026). The lead-assignment worksheet [Figure]. isoglu.com. https://isoglu.com/insights/exhibits/isoglu-2026-what-is-lead-routing-fig03/

BibTeX
@misc{isoglu-2026-what-is-lead-routing-fig03,
  author = {Isoglu, Sinan},
  title = {{The lead-assignment worksheet}},
  year = {2026},
  howpublished = {Figure 1, isoglu.com},
  url = {https://isoglu.com/insights/exhibits/isoglu-2026-what-is-lead-routing-fig03/},
  note = {From the essay {What is lead routing? Assignment is a measurement boundary}}
}
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<figure>
  <a href="https://isoglu.com/insights/exhibits/isoglu-2026-what-is-lead-routing-fig03/">
    <img src="https://isoglu.com/social/isoglu-2026-what-is-lead-routing-fig03.png" alt="Figure 1: The lead-assignment worksheet" width="3200" height="2400">
  </a>
  <figcaption>Figure 1: The lead-assignment worksheet. Source: Author&#39;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. <a href="https://isoglu.com/insights/exhibits/isoglu-2026-what-is-lead-routing-fig03/">View exhibit</a>.</figcaption>
</figure>