Revenue, concentration and mix from the Customer Invoicing sheet (finance's recognised revenue, monthly). ARR is shown as annualised run-rate; Xero becomes the system-of-record once connected.
Revenue / concentration / mix are computed from the Customer Invoicing sheet's recognised-revenue tabs.
The page renders from embedded JSON — #revenue-data — which the scheduled routine refreshes
monthly; no metric value is hardcoded in the markup. ARR run-rate = annualised current MRR. See DAILY_DATA_SYNC.md.
Costs are read from the cost tracker's monthly actuals (Category → Team → Item). Plan is the 2026 cost
budget ramp. Feb 2026 includes a one-off −$18.8k adjustment booked to "Other" — the operating
figures below add it back so month-over-month trends are comparable. Cost / unit = total spend ÷ billable
units (containers, air, FA, terminal, CO₂, schedules). The page renders from embedded JSON — #cost-data.
Pipeline data is read live from HubSpot — the “Sales Pipeline (NB, CS, Partner Combined)” board. Commit / Probable / Upside are derived from deal stage (Contracting/Negotiation → commit; Proposal/Trial → probable; Qualification/Standby → upside) because the manual forecast category is not maintained in HubSpot. Fields shown as — placeholder (contract term, POC status, rep tenure, channel split of created pipeline, YTD targets) are not yet tracked in a connected source — fill them in the sheet to populate. Quarters are calendar (this = Q2 2026 Apr–Jun, next = Q3 2026 Jul–Sep).
Mirrors the CS Overview dashboard (account roster, expansion & onboarding pipelines, Slack tier-channel activity) and refreshes on the same daily sync. QBR dates & tier from HubSpot; ticket counts from the ClickUp support board (tagged per customer); container volume from Metabase (etav3_org_shipment_augmentation, live). NRR is a monthly proxy from the revenue bridge. Per-account ARR Δ MoM stays placeholder until a per-account ARR time-series is fed.
ClickUp (Tech + Eng Sprint 2026 boards) is connected — ticket completion, throughput and per-developer output populate live via the daily sync. On-time delivery & cycle time need due/created dates set consistently on tickets. PR throughput & review time (GitHub), uptime (monitor) and the DORA lead-time + deploy-frequency metrics (CI/CD) are placeholders until those connectors are added.
Tender/RFQ signals are curated from web research (2026 freight-RFP & procurement trends) plus Portcast's own open pipeline segmented by vertical — a real-time tender-portal feed (TendersOnTime / FindRFP) is not yet connected. Segment $ is from HubSpot open deals.
Marketing metrics from the marketing tracker sheet; initiatives from the Notion marketing plan. Funnel targets are the team's monthly plan.
Synthesised from the Finance KPI sheet, pipeline, CS and marketing data on this dashboard. ARR ramp is the geometric path required to reach $10M by Dec 2027; actions are prioritised by impact on that slope.