---
title: "Replacing weekly manual dashboard clean-up with nightly correction flows"
type: case-study
evidence_type: proof
category: "Attribution & Lead Lifecycle"
publisher: "LeanScale"
date_modified: 2026-08-08
word_count: 414
topics: ["demand-generation", "revenue-operations"]
canonical_url: https://knowledge.leanscale.team/customers/automating-attribution-corrections-and-lead-routing/
source: "LeanScale Knowledge Hub — https://knowledge.leanscale.team"
license: "Free to quote and cite with attribution to LeanScale."
---

# Replacing weekly manual dashboard clean-up with nightly correction flows

**Evidence type:** proof (what happened)

A cybersecurity company's marketing-ops team was hand-correcting lead tier and channel values every week to keep dashboards defensible. LeanScale replaced the manual work with automated correction flows, fixed a race condition mis-attributing its highest-intent inbound, and closed the gaps in routing underneath.

## The challenge

Attribution reporting was only ever as good as the last manual clean-up. Lead tier and channel values drifted, the most-recent-campaign-response field went stale, and a race condition in the self-service demo flow meant some of the highest-intent inbound was attributed to the wrong source. Routing had its own gaps: partner-sourced conversions did not notify the partner-facing owner, country-based routing keyed on only one of the two country fields that mattered, and top-tier account-based-marketing leads were spread across the team instead of concentrated on one rep.

## The approach

Nightly correction flows instead of weekly clean-up
Stood up nightly CRM flows to auto-correct lead tier and channel values, plus a real-time flow to fix stale most-recent-campaign-response data — moving the correction from a person's recurring task to the platform.

Fixing the race condition on high-intent inbound
Built a flow to resolve the race condition in the self-service demo path that had been mis-attributing the inbound leads with the strongest buying signal.

Reporting rebuilt on corrected fields
Rebuilt the marketing-operations reporting dashboard on top of the now self-correcting fields, so the dashboard stops being a manual artefact.

Closing the routing gaps
Extended lead-conversion alerts to partner-sourced deals so both the partner-facing manager and the direct account owner are notified, corrected country-based routing to weigh both the person's country and the company's headquarters country, and routed inbound top-tier ABM leads to a single dedicated SDR.

Demo views turned into routed intent signals
Scoped and built the interactive-demo integration so demo views become account-level intent signals with alerts to the SDR in chat and in the CRM.

The campaign calendar running underneath it
Ran the recurring campaign motion throughout — a customer-education email series, prospect newsletters, a webinar demo series and conference follow-up sends — and rebuilt the email master template across two versions with dark-mode CTA themes and a documented change log.

## Outcomes

Manual dashboard clean-up retired
Nightly flows now auto-correct lead tier and channel values and a real-time flow fixes stale campaign-response data, ending the recurring manual clean-up that attribution reporting had depended on.

High-intent inbound attributed correctly
A flow resolved the self-service demo race condition that had been assigning the wrong source to the highest-intent inbound leads.

Routing gaps closed
Partner-sourced conversions now alert both the partner-facing manager and the direct owner, country routing weighs both person and company-headquarters country, and top-tier ABM inbound concentrates on a single dedicated SDR.

Scope grew with trust
The engagement began on a engineering and attribution work layered onto the core campaign-operations motion

## Quotes

> I think we're in a good spot with all of that now.
>
> — Customer, Demand Generation


## Canonical

https://knowledge.leanscale.team/customers/automating-attribution-corrections-and-lead-routing/