What changed since a decision
The facts recorded after a decision, and why CLEO never calls them a result.
You decided something six weeks ago. What's happened since? CLEO can answer that — by reading what was recorded after that day, and by refusing, every single time, to tell you whether your decision caused any of it.
Getting to it
Wherever a decision is shown, it carries a link:
- On the customer's record, under CLEO noticed, beside the decision mark.
- On Attention, beside the item you decided about.
- On the reconnect and return-interval lists, for a decision about the whole list.
- In Ask CLEO, when you ask what happened after a decision.
The link reads What changed since, Open this decision, or See each of the N for a list decision. It opens a page headed Your decision, with the date.
If a link ever goes nowhere: There is no decision with that link here.
What the page shows
You decided — your words, exactly as you wrote them, the day you recorded them, and what CLEO was showing then.
Since then — a short set of factual sentences, then the caveat, then the small print.
The customers or leads — each one by name, with their own later facts in a line, linking to their record.
What "since then" can report
Only things with a recorded date, and only ones recorded after the decision:
- Bookings. When a booking was recorded, and what day it was for. More than one is counted. When there is none:
No later booking is recorded
for that person. - Follow-ups. When a follow-up was recorded, and whether it's been marked done. If a follow-up was scheduled from that decision, CLEO says so separately — that's the one link between deciding and doing that CLEO can see for certain.
- Payments. Net recorded payments received since, per currency, never added together. It reads
net in recorded payments was received since.
- Lead outcomes, for a lead decision: became a client, is a client now, was recorded as lost or not a real opportunity, or
are still open.
- Whether CLEO still shows it today — for a return-interval decision, how many of the original group
is still past their usual return interval today.
For a list decision the same facts come as counts with a percentage of the group; for one customer they come as sentences about that person.
The three pieces of small print
They appear under the facts, and each one exists because of a way these numbers could mislead:
| About | What CLEO says |
|---|---|
| Bookings | "No later booking recorded" means CLEO has none — not that the customer did not return.It counts a booking recorded in CLEO after the decision |
| Payments | Payments carry a date, not a time: a payment counts when it was received on a later day, so the decision day itself is never counted. |
| Counts | These counts overlap — one customer can appear in more than one — and are never added together. |
When nothing has happened
CLEO says so plainly rather than showing you a page of zeroes: Nothing has been recorded for
that customer, or for those customers, since the decision.
For a lead, CLEO still adds where they stand now, because that's a fact worth a sentence even when nothing else moved.
What this is not
Two customers booked after you decided to leave them alone until spring. Maybe they'd have booked anyway. CLEO shows you the fact and lets you be the one who judges it.
That completes the loop: Home summarises, Attention shows everything, CLEO prepares the lists, you record what you decided — and later, the record shows what followed.