// Column → metric id (POST /v2/dashboard/sales + dealerjourney) Tasks Today = TasksTodo Overdue = TasksOverdue Calls = OutboundCalls Texts = OutboundTexts Emails = OutboundEmails Avg Response = AvgResponseTime // MEDIAN — label it honestly wherever surfaced Appts Shown = AppointmentsShown // SHARED by both bands, identical definition: // appointments SCHEDULED inside the range, MARKED COMPLETE, // credited to the customer's ASSIGNED dealer (not the creator). // Date anchor: the appointment's scheduled date. Appts Created = AppointmentsCreated // BDC band only: // appointments THAT ACTOR CREATED — attribution is the CREATOR. // Date anchor: appointments created inside the range. // The two are INDEPENDENTLY ATTRIBUTED over DIFFERENT date anchors — Shown is NOT a subset of // Created. Never present them as a ratio, a funnel, or a show rate. Sold = DealsClosedWon Last Active = NEW metric — MAX(datetime) per dealer from dealerjourney // ROLE MARKER — the band split dealers."roundRobinRoles" text[] NOT NULL DEFAULT ARRAY['sales_person'] // bdc_agent BEATS the sales_person default everyone carries — dual-role people land in BDC. // A role is a marker on the USER, not their job title: the free-text job title under each name is // display only and does NOT drive the split (specimen 1 shows reps whose title reads "BDC" in a // store with no bdc_agent marker — that is the point). // BAND MEMBERSHIP — a rep appears if they were ASSIGNED A LEAD or LOGGED ANY ACTIVITY in the range. // A manager who works no leads drops out naturally; a rep with assignments and zero activity still // shows as the zero row this table exists to catch. There is no clean manager field to exclude on. // APPOINTMENT ATTRIBUTION — no creator column exists. Attribution needs the customernotifications // proxy at ~90% coverage; ~30% of "dealer" creates are actually DAISI; ~31% of appointments are // customer self-scheduled with no rep at all; ~39% sit unresolved via a silent hourly sweep. // Therefore ship COUNTS, never a bare show-rate percentage. And because Appts Shown requires // MARKED COMPLETE, the appointments left unresolved by that sweep never count — Appts Shown // UNDERCOUNTS by construction, so no show-rate percentage may be derived from it. // AI bucket (ruling 1): automation-flagged sends UNION the DAISI dealer actor // — one bucket, one "AI" label; never blended into human rows or the All (team) totals. // Row example { "dealerId": "dlr_8842", "name": "Sonya West", "role": "Client Advisor", "TasksTodo": 6, "TasksOverdue": 0, "OutboundCalls": 14, "OutboundTexts": 32, "OutboundEmails": 9, "AvgResponseTime": 480, // seconds, median "AppointmentsShown": 6, "AppointmentsCreated": 11, "DealsClosedWon": 4, "roundRobinRoles": ["sales_person"], "lastActive": "2026-07-10T13:52:00Z", // MAX(datetime) — drives the Last Active cell "isAi": false }