Campaign Requirements vs. Leads

Step-by-Step Workflow

1. Load the Campaign Excel — targeting criteria, delivery info, and file links are auto-extracted
2. Upload NAC / SUP files if provided — used for named account and suppression checks
3. Upload the Lead Template (Initial RT) — establishes approved column values for RT validation
4. Add campaign assets (optional) — in the Campaign Assets & Intelligence card, upload PDFs/docs or paste URLs, then click Analyze Assets
5. Upload the CC's Report Template — the lead file to be checked
6. Select AI mode and click Compare Leads
7. Review results — use filter tabs (Pass / Review / Fail), click cells for detail panels
8. Export CSV with statuses, scores, and key reasons

The "Batch Intelligence Dashboard" (shown above results) provides aggregate insights: top failure reasons, company concentration, and recommendations.

Lead Statuses

Status	Score Range	What it means
Pass	70-100	Lead meets all criteria with High or Medium match strengths
Review likely pass	60-69	Mostly matches but has weak areas — human review recommended
Review uncertain	30-59	Ambiguous match — needs careful review before acceptance
Fail	0-29	Clear mismatch on one or more hard criteria

Cell Colors

Each checked cell shows a color based on how well it matches:

High	Exact match or same taxonomy branch
Medium	Matches via equivalences (e.g., "VP" = "Vice President")
Low	Partial overlap — keyword match but different context, needs review
Caution	Warning — contradiction detected or risk pattern flagged
Mismatch	No match found
No Data	Can't determine — field empty or data insufficient

Subjective criteria (title, industry) can show gradients (High → Low), while objective criteria (country, size) are pass/fail. Click any cell to see the full explanation.

Confidence Score

Each lead gets a 0-100 score based on weighted strengths across all criteria. Title (30%) and Industry (20%) carry the most weight, followed by Country (15%), then Level, Function, and Employee Size (10% each), and Revenue (5%).

Automatic Fails

These checks cause instant FAIL regardless of how well other criteria match:

NAC	Lead is NOT on the Named Account List (when required)
SUP	Lead IS on the Suppression / Competitor list
Returns	Lead's email was found in historical returns
Phone	Phone number is missing (when required)
Company Limit	Too many leads from the same company
RT Values	Report Template value doesn't match the approved list

AI Analysis Modes

Mode	Speed	What it does
Browser Only	Instant	Rule-based checks only. No AI cost. Fast but may miss ambiguous cases.
Quick Check	~30-60s	Sends ambiguous/weak leads to AI for refined analysis. Good balance of speed and accuracy.
Deep Analysis	~2-5min	Sends all leads to AI for thorough analysis. Catches subtle mismatches, best for final QC.

AI results appear with the AI badge. Rule-based results show RULE. AI can upgrade weak matches but cannot override automatic fails (NAC, SUP, Returns, Phone, Company Limit, RT).

Filtering & Export

Global Search

Type in the search bar at the top of the results to instantly filter across all columns. Matches are case-insensitive.

Column Filters

Below each column header is a filter control:

• Multi-select dropdowns — for columns with few unique values (e.g., Country, Industry). Check/uncheck values to show only matching leads.
• Text search — for columns with many values (e.g., Job Title, Company). Type to filter by substring.
• Cell Match Power toggles — the colored buttons (H High, M Medium, L Low, ! Caution, X Mismatch, N No Data) filter by match quality. Click to toggle each level on/off.
• Blank toggle (∅) — show only rows where that column is empty.
• Negate toggle (⊗) — switch from "include" to "exclude" mode. Selected values will be hidden instead of shown.

Quick Filters

The pill buttons in the toolbar provide one-click filtering:

• High / Med / Low — filter by confidence score band (80+, 50-79, 0-49)
• Needs Attention — show leads that passed overall but have individual cell mismatches (edge cases for human review)
• Over Limit — show leads exceeding the per-company lead limit

Stat Cards, Grouping & Columns

• Stat cards — click Pass, Review, or Fail above the table to instantly filter to that status
• Group By — organize rows by any column (Company, Country, Status, etc.). Click group headers to collapse/expand.
• Columns — show/hide specific columns to reduce clutter

Export & Presets

• Export downloads only the currently visible (filtered) leads as CSV. Export All downloads everything — status, confidence score, key reason, and match strengths are all included.
• Presets — save your current filter combination with a name. Load it later with one click. Up to 10 presets stored locally.

Inspecting Leads

Cell Detail Panel

Click any colored cell to open a detail panel with the full analysis from every perspective:

• Found vs. Expected — what the lead says versus what the criteria require
• Explanation — why the match was rated this way
• Analysis by Perspective — separate results from rule-based checks, AI, NAC/SUP, returns, cross-validation, and RT

Lead Breakdown Panel

Click a lead's Status badge or Score to open a full breakdown showing:

• Overall verdict with confidence score bar
• Score breakdown showing how each dimension contributed
• Dimension cards with pass/fail, match power, and explanations
• Asset relevance (if asset intelligence was used)
• Cross-validation notes for any contradictions between columns

Smart Matching

The system uses intelligent matching that goes beyond exact text comparison:

• Industry taxonomy — understands hierarchies (e.g., "SaaS" is under "Technology")
• Seniority ranks — "VP" and "Director" are recognized as adjacent levels, not mismatches
• Returns data — historical patterns and exact email matches both contribute to the risk analysis

Tip: Focus on "Review" leads first — they are borderline and benefit most from human judgment. Results are sorted by status (Fail first) then by score within each group.