✅ SayPro: Evidence of Data Sources Used
Objective:
Document and provide verifiable evidence of the tools and sources used in SayPro’s revenue tracking, campaign monitoring, and data-driven decision-making processes.
1. Screenshot Evidence (Visual Proof)
Source | Screenshot Required | Description |
---|---|---|
Google Analytics | Dashboard view showing traffic sources | Show sessions, bounce rate, and conversion events |
CRM System (e.g., HubSpot) | Lead/contact database, performance reports | Show lead sources, stages, and revenue attribution |
Payment Gateway (e.g., PayFast, PayPal) | Transaction logs or summary reports | Show transaction volumes and amounts from donations/training |
Email Marketing Tool (e.g., Mailchimp) | Campaign results summary | Open rate, click-through rate, and conversion stats |
Google Ads/Facebook Ads | Campaign summary and ad set details | Show cost, reach, CTR, and conversions |
SayPro Website Admin (CMS) | Sales/orders dashboard | Show revenue from product or training sales |
📌 Save these screenshots with clear file names (e.g., Google_Analytics_May_2025.png
) and organize them by month or report.
2. System Logs and Exported Reports
Tool/System | File Format | Content Example | Usage |
---|---|---|---|
CRM Logs | CSV, XLSX | List of leads, status updates | Track lead-to-conversion path |
Training Sales Reports | XLSX | Registrations, attendee lists, payments | Monthly training income logs |
Consulting Invoices | PDF, DOCX | Invoice numbers, services rendered | Verifies consulting revenue |
Google Analytics Export | PDF, XLSX | Channel traffic, events, goal completions | Proof of digital behavior |
Donations Report (PayPal) | CSV | Donor name, amount, frequency | Donation verification |
📁 Store these files in a centralized folder (e.g., SayPro M&E Evidence Repository
) with restricted access for privacy compliance.
3. File Naming Convention
To keep documentation organized and traceable:
cssCopyEdit[Tool]_[DataType]_[MonthYear].[filetype]
Examples:
GoogleAnalytics_Traffic_May2025.pdf
CRM_LeadsReport_May2025.xlsx
PayPal_Donations_May2025.csv
4. Uploading and Linking Evidence in Reports
When preparing your SayPro Monthly Reports, include:
- Hyperlinks to the source files (if stored in SharePoint, Drive, or internal server)
- Screenshots as image inserts in the PDF report appendix
- A reference log table listing all evidence used for validation
5. Compliance and Confidentiality
- Mask or redact personal donor/client data where necessary
- Follow POPIA/GDPR guidelines if applicable
- Maintain read-only access for archived logs to prevent tampering
✅ Summary Table Example for Monthly Submission
Data Source | Type | File Name | Verified By | Date Verified |
---|---|---|---|---|
Google Analytics | Web traffic | GoogleAnalytics_Traffic_May2025.pdf | M&E Analyst 1 | 30-May-2025 |
CRM | Lead report | CRM_LeadsReport_May2025.xlsx | CRM Coordinator | 30-May-2025 |
PayPal | Donations | PayPal_Donations_May2025.csv |
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