Signal — Documentation Set Index

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Description

Answers questions like

README.md

How to consume this documentation set: intended RAG-bot audience, chunking assumptions, update policy, and deliberate omissions.

"How is this doc set maintained?" "What is deliberately not documented?" "How fresh is this content?"

INDEX.md (this page)

Inventory of every page with one-line descriptions — the bot's routing map.

"Which page covers X?" "What documentation exists for Signal?"

GLOSSARY.md

Definition of every Signal term: MRR, RPE, retention, churn score, expansion/readiness score, ETCR, VABO, MGP/gross profit, QBP, Pulse (Client vs Employee), seats, P1/P2/P3 priority tiers, active book, book/portfolio, division, the five access tiers, Growth grants, and Iris (external tool vs in-app drawer). Each term: definition, where it appears, source, caveats.

"What does VABO mean?" "What's the difference between RPE and MRR?" "What is a P1 client?" "What is Gandalf access?"

ACCESS-MODEL.md

The complete access-control model: five tiers (Member/Team Lead/Admin/Gandalf/Sauron), Growth grants + capabilities + password gate, every route guard component, how each flag is granted (Supabase app_users columns, hardcoded lists, growth_access_grants/growth_access_capabilities), a full Route → Guard → Audience table, and recent access changes.

"Who can see route X?" "How do I get access to Y?" "Why can't I open Divisional P&Ls?" "How is Growth access granted?"

DATA-SOURCE-MAP.md

The cross-view data-lineage map: every source system feeding Signal (Vena, NetSuite, Nova, payroll ADP/Deel/Siesa, four Google Sheets, Salesforce, Gong, the ML pipeline, Signal's own records, Anthropic Claude, Asana, usage logs, browser-local storage), which views each system feeds, what each view can write, and the transport-vs-source rule (Snowflake/Supabase are transport, never sources). A machine-readable mirror, data-sources.json, accompanies it for programmatic consumers.

"Which views does Vena feed?" "Where does this number ultimately come from?" "What does Signal write back to Nova?" "Which views can write data at all?"

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Answers questions like

modules/platform-foundation.md

The app shell everyone uses: Google sign-in, the tier model, sidebar + month selector, Global Search (Cmd/Ctrl+K), the Iris AI drawer (Cmd/Ctrl+I), and the central data pipeline joining Vena, Nova, and Signal's own records.

"Where does Signal's data come from?" "How does login work?" "What is the Iris drawer?" "How does the month selector affect views?"

modules/summary.md

The company-wide financial dashboard at /summary — Signal's default landing page: KPI tiles (MRR, Total Revenue, MGP, VABO, Outsource Costs, Seats, Active Clients, RPE, Retention, headcount), trend chart, division/department breakdown.

"How is the business doing this month?" "Why does Total Revenue switch to NetSuite for closed months?" "What counts as a seat or an assigned lead?"

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modules/employees.md

The people-performance roster at /employees: per-employee RPE, MRR book value, retention, seats, KPI-target standing, drill-down profile and history. Members see only their own row.

"Who is carrying how much revenue?" "Is this person at target?" "Why is my RPE number what it is?"

modules/staffing.md

The what-if staffing simulator at /staffing: drag clients between employees and preview before → after MRR/RPE without touching real data.

"What happens to everyone's numbers if these clients move?" "Is anything I do on Staffing saved?"

modules/manage-leads.md

The live team-assignment editor at /leads (Team Lead+): who works on each client, department by department, and how revenue is credited (allocation percentages, overrides, VABO leads).

"How do I change who leads a client?" "How is client revenue split across people?"

modules/etcr.md

The ETCR (Beta) scoreboard at /etcr: Expansion-to-Churn Ratio per AD, GD, and division against the 60% company goal, with forecast Floor/Ceiling.

"What is ETCR and are we hitting the 60% goal?" "Which ADs are covering their churn with expansion?"

modules/employee-pulse.md

The Employee Pulse compliance and wellbeing dashboard at /pulse-coverage (Admin+): who submitted their weekly employee check-in in Nova, plus sentiment/bandwidth trends. NOT the same as Client Pulse.

"Who didn't submit their Pulse this week?" "How is this person's bandwidth trending?"

modules/kpi-targets.md

The KPI Targets control room at /kpi-targets (Admin+): role-based RPE/MRR/retention benchmarks synced from the People-team Google Sheet, and title-to-role matching.

"What target is this role supposed to hit?" "Why does an employee have no target?" "How do targets sync from the sheet?"

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Answers questions like

modules/pulse-submit.md

Submit Pulse Data at /pulse/submit (Team Lead+): the weekly client health check-in form — sentiment, pacing to goal, contract-term dates (rollover, early-out) — plus the quarterly QBP log, with server-enforced AD/GD ownership and soft-void corrections.

"How do I submit my weekly client pulse / QBP?" "Why can't I save — 403 not the assigned AD?" "How do I fix a submission on the wrong client or week?"

modules/pulse-my-submissions.md

My Submissions at /pulse/my-submissions (Team Lead+): personal audit trail of the user's own weekly Client Pulse and quarterly QBP submissions, including voided entries. Covers the Submit Pulse Data workflow context.

"Did I already submit for this client this week?" "Did my void go through?"

modules/pulse-summary.md

Pulse Summary at /predictions/pulse-summary (Admin+): weekly aggregate of all Client Pulse submissions across the book — sentiment/pacing distributions, submission compliance, By Division comparison, CSV export.

"How healthy are client relationships this week?" "Which divisions are struggling?" "What share of the book got a check-in?"

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Answers questions like

modules/portfolio-review.md

The single-screen client command center at /predictions/portfolio: one row per active client with MGP/MRR/VABO, churn + expansion scores, P1/P2/P3 priority, Pulse/QBP status, and follow-up accountability chips.

"Which clients need attention this week?" "Has anyone followed up on this client?" "What do P1/P2/P3 mean?"

modules/churn-risk.md

The Churn Risk module at /predictions/churn: every active client ranked by the weekly 0–1 churn score, with sub-scores, Top Issues, AI summaries, recommended actions, Iris Draft handoff, and triage workflow.

"Which clients are at risk of leaving and why?" "Where does the churn score come from?" "Has anyone acted on this risk?"

modules/service-expansion.md

The Service Expansion module at /predictions/se: clients ranked by the weekly ML readiness score, recommended next services, Salesforce/Gong overlays, AI growth roadmap draft.

"Who should I pitch more work to this week?" "What should I pitch?" "Why did a dismissed client reappear?"

modules/division-forecast.md

Division Forecast at /predictions/retention: the human-declared renewal outlook mirrored from the CSM renewal tracker Google Sheet — full churn, downchurn, project ending, saved — rolled up by division.

"How much revenue do account teams expect to lose this month?" "Which divisions are losing or saving the most?"

modules/poc-management.md

POC Management at /predictions/poc-management: client-side points of contact detected from analyzed calls, with AI-scored relationship sentiment and contact management.

"Which client stakeholder is cooling on us?" "Who are the POCs on this account?"

modules/client-profitability.md

Client Profitability at /profitability (Admin+): per-client, per-month revenue (Vena) vs estimated delivery cost (self-reported Pulse hours × $175/hour), margin charts, detail table, the Pulse Coverage data-trust gauge, and Excel export.

"Does revenue cover the hours we spend on each client?" "Why does a client show 100% margin?" "Is the $175/hour rate real payroll?"

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modules/divisional-pl.md

Divisional P&Ls at /divisional-pl (Gandalf+): month-by-month P&L per division (revenue, COGS, gross profit, personnel expenses, contribution margin) plus the division Forecast Tool and the password-gated personnel CSV export.

"Is this division profitable?" "Why doesn't Signal's P&L match my Vena export?" "How do I enter a division forecast?"

modules/revenue-overlap.md

Revenue Overlap at /revenue-overlap (Team Lead+): how much client revenue is managed by employees outside the client's own division — which divisions lend/borrow capacity.

"How much cross-division revenue do we have?" "Which divisions depend on others' staff?"

modules/capacity-planning.md

Role Capacity (/capacity) and Company Capacity (/company-capacity) (Admin+): how full each revenue-carrying employee's book is versus KPI targets, by role group and division, with the RPE trend chart.

"Do we have the right delivery capacity in the right places?" "Should this team hire?"

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Description

Answers questions like

modules/growth.md

The confidential Growth module: People Dash (/growth/people, per-person salary/payroll/compensation census merging ADP, Deel, Siesta, Nova signals) and Performance Radar (/growth/performance-radar).

"What does the People Dash show?" "Where do salary numbers come from?" "What is Performance Radar?"

modules/growth-access.md

The Growth Access management screen at /growth/access: division/department-scoped grants, per-tab capabilities (People / Radar / Manage), the unlock password, and the audit trail.

"Who can see Growth data and which slices?" "How do I grant someone Performance Radar?" "Why is the division picker empty?"

modules/ai-solutions.md

AI Solutions at /solutions (Gandalf+): before-and-after impact tracker for internal AI rollouts — frozen baselines vs current business metrics and client-health scores.

"Did this AI deployment actually move the needle?" "How are solution baselines captured?"

modules/admin-tools.md

The back office: General Access user management (/users), Assignment History audit trail (/audit-log), Hiring Pipeline (/hiring), JD Sheet Sync (/jd-sync), and the Sauron-only Analytics usage dashboard (/analytics).

"How do I make someone an Admin?" "Who changed this team assignment?" "Is this hire justified by capacity?" "Who is using Signal?"

modules/corrections.md

Corrections at /corrections (Admin+): the data-quality ticket queue — flag a wrong number (revenue, outsource, MGP, division, department), triage Pending → Reviewed → Resolved.

"How do I report a wrong number in Signal?" "What happened to my data-issue flag?"