Periods
Showing FY26 quarters + annual rollup. Click a period to load its Budget vs Actuals (panel 3).
Active period: FY26 Q2 (Oct-Dec 2025) · 2025-10-01 → 2025-12-31 · closed
KPI definitions (the taxonomy)
12 KPIs defined. Each has a unit, aggregation method, and target direction. Higher-is-better KPIs use min_pct bands; lower-is-better use max_pct bands.
| Key | Name | Unit | Aggregation | Direction |
|---|---|---|---|---|
| commission_paid_cents | Commission paid Total commission paid to partners and members through the engine, in cents. Sum of ledger_entries.amount_cents where status=POSTED bucketed by accrued_at. |
CENTS | SUM | HIGHER |
| deals_settled | Deals settled Count of deals that reached the H3b_SETTLED handshake within the period. |
COUNT | COUNT | HIGHER |
| chain_integrity_avg_pct | Chain integrity (avg %) Average percentage of expected referrer chain links that resolved cleanly across settled deals. 100% = every link in every chain validated; <100% = at least one stub/unknown referrer. |
PCT | AVG | HIGHER |
| active_partners | Active partners Distinct count of partner contacts who triggered at least one ledger entry in the period. |
COUNT | DCT | HIGHER |
| clawback_rate_pct | Clawback rate Percentage of commission paid that was subsequently clawed back. 0% = perfect; rising values indicate quality issues. |
PCT | AVG | LOWER |
| time_to_settle_days | Time to settle (days) Average days from H1_INTENT to H3b_SETTLED across deals settled in period. Lower is better — measures marketplace velocity. |
DAYS | AVG | LOWER |
| fy31_exit_valuation_cents | FY31 Exit Valuation Top of the strategy tree. Modelled at $248M low scenario per investors.tsx ASSUMPTIONS. Composite of FY31 revenue + ARR multiple + marketplace defensibility. |
CENTS | SUM | HIGHER |
| fy31_revenue_cents | FY31 Revenue Annual revenue at end of FY31, modelled at $42M from 175k members. Rolls up active members × revenue-per-member × deals-settled-velocity. |
CENTS | SUM | HIGHER |
| fy26_operating_plan_cents | FY26 Operating Plan FY26 revenue target ($100k commission flow) — the proof the engine works at small scale before scaling to FY31. Rolls up commission paid + active partners + chain integrity. |
CENTS | SUM | HIGHER |
| marketplace_trust_score | Marketplace Trust Score Composite trust health: weighted average of chain integrity (positive), clawback rate (inverted), and time-to-settle (inverted). The Flip360 USP made measurable. |
PCT | AVG | HIGHER |
| members_active | Active members Distinct member contacts who logged in or transacted within the last 90 days. Drives FY31 revenue trajectory (175k target). |
COUNT | DCT | HIGHER |
| revenue_per_member_cents | Revenue per active member Trailing-90-day commission flow / active members. Drives FY31 revenue at scale. |
CENTS | AVG | HIGHER |
Budget vs Actuals · FY26Q2
Latest snapshot per KPI for the selected period. RAG status from variance_rules. Reasoning line under each row.
| KPI | Budget | Actual | Variance | Variance % | Status |
|---|---|---|---|---|---|
| Commission paid commission_paid_cents |
$15,000.00 | $14,800.00 | -$200.00 | -1.3% | On track |
Attainment 98.7% ≥ green band (≥95%) · snapshot as of 2026-06-27 07:22:06 · source: manual | |||||
| Deals settled deals_settled |
25 | 24 | -1 | -4.0% | On track |
Attainment 96.0% ≥ green band (≥95%) · snapshot as of 2026-06-27 07:22:06 · source: manual | |||||
| Chain integrity (avg %) chain_integrity_avg_pct |
98% | 97% | -1% | -1.0% | On track |
Attainment 99.0% ≥ green band (≥98%) · snapshot as of 2026-06-27 07:22:06 · source: manual | |||||
| Active partners active_partners |
15 | 14 | -1 | -6.7% | Watch |
Attainment 93.3% in amber band (≥80%) · snapshot as of 2026-06-27 07:22:06 · source: manual | |||||
| Clawback rate clawback_rate_pct |
5% | 4% | -1% | -20.0% | On track |
Attainment 80.0% ≤ green band (≤105%) · snapshot as of 2026-06-27 07:22:06 · source: manual | |||||
| Time to settle (days) time_to_settle_days |
40 days | 42 days | +2 days | +5.0% | On track |
Attainment 105.0% ≤ green band (≤105%) · snapshot as of 2026-06-27 07:22:06 · source: manual | |||||
| FY31 Exit Valuation fy31_exit_valuation_cents |
— | — | — | — | No data |
| FY31 Revenue fy31_revenue_cents |
— | — | — | — | No data |
| FY26 Operating Plan fy26_operating_plan_cents |
— | — | — | — | No data |
| Marketplace Trust Score marketplace_trust_score |
— | — | — | — | No data |
| Active members members_active |
— | — | — | — | No data |
| Revenue per active member revenue_per_member_cents |
— | — | — | — | No data |
Engine truth check: live SUM of
ledger_entries.amount_cents (POSTED) within FY26Q2
(2025-10-01 → 2025-12-31) = $0.00.
Compare to the snapshot row above. Drift indicates a missing snapshot capture or a recent ledger entry not yet snapshotted.
Variance heatmap · FY26 quarters
% attainment per KPI per quarter. Colour = RAG band. Open quarters with no actuals snapshot show as grey.
| KPI \ Period | FY26Q1 | FY26Q2 | FY26Q3 (open) | FY26Q4 (open) |
|---|---|---|---|---|
| Commission paid commission_paid_cents |
84% | 99% | 1% | No data |
| Deals settled deals_settled |
80% | 96% | No data | No data |
| Chain integrity (avg %) chain_integrity_avg_pct |
101% | 99% | No data | No data |
| Active partners active_partners |
88% | 93% | No data | No data |
| Clawback rate clawback_rate_pct |
60% | 80% | No data | No data |
| Time to settle (days) time_to_settle_days |
107% | 105% | No data | No data |
| FY31 Exit Valuation fy31_exit_valuation_cents |
No data | No data | No data | No data |
| FY31 Revenue fy31_revenue_cents |
No data | No data | No data | No data |
| FY26 Operating Plan fy26_operating_plan_cents |
No data | No data | No data | No data |
| Marketplace Trust Score marketplace_trust_score |
No data | No data | No data | No data |
| Active members members_active |
No data | No data | No data | No data |
| Revenue per active member revenue_per_member_cents |
No data | No data | No data | No data |
KPI trend · FY31 Exit Valuation
FY26Q1
B: —
A: —
FY26Q2
B: —
A: —
FY26Q3
B: —
A: —
FY26Q4
B: —
A: —
Budget
Actual (RAG-coloured)
Direction: HIGHER · unit: CENTS · aggregation: SUM
How this layer works
- Snapshots, not live recalc.
actuals_snapshotsis append-only. Once a period closes, its actuals don't change retroactively if a ledger entry later gets corrected. - Period-bucketed. Engine output (ledger entries, stage moves) gets grouped by
financial_periodsviaaccrued_at/stage_changed_at. - Pure variance engine.
src/engine/variance.tstakes (budget, actual, rule) → returns variance + RAG. No I/O. - UI is read-only. Writes happen via the engine (e.g.
computeCommissionPaidActualForPeriod) or via a separate snapshot action — never from this page. - Schema lives in
migrations/0018_bi_layer.sql. 5 tables:financial_periods,kpi_definitions,budgets,actuals_snapshots,variance_rules.