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).
Account book is read from the CS master sheet + HubSpot companies; active opportunities from the HubSpot deals board. NRR is a monthly proxy from the revenue bridge (expansion vs contraction + churn); churn is ARR flagged To-Churn. Placeholders (ARR / volume vs last month, ClickUp ticket counts per account, next QBR) need a month-over-month feed or the CS ClickUp list connected.
ClickUp (Eng Sprint 2026 board) is connected — ticket velocity, on-time delivery and cycle time populate from it via the daily sync. PR throughput & review time (GitHub), system uptime (uptime monitor) and the DORA metrics lead-time + deploy-frequency (CI/CD) are placeholders until those connectors are added.