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Glossary

Every metric and term you'll meet in Signal, in plain language — what it means, where you'll see it, and the catch that trips people up.

Written by Schae Lilley

Money

MRR — Monthly Recurring Revenue

Monthly revenue from active retainer contracts.

Signal uses MRR in two different senses, and mixing them up is the single most common source of confusion:

  • Client MRR — what a client pays per month.

  • Personal MRR, also called "book value" — the total monthly value of every client you're assigned to, counted at full client value, not your share.

The catch: an Account Manager's personal MRR is much bigger than their credited revenue (RPE), because MRR counts whole client relationships while RPE counts slices. Both numbers are right; they answer different questions.

RPE — Revenue Per Employee

Your credited share of client gross profit per month. Each client's profit is split across the people working on it using allocation percentages, and your slices are added up.

RPE is the headline metric for Strategist roles; MRR is the headline metric for Account Director and Account Manager roles.

RPE versus MRR in one line: RPE is how much revenue is credited to you. MRR is how much business you touch.

Where you'll see it: Employees, Summary, Role Capacity, KPI Targets

MGP / Gross Profit

MGP (Monthly Gross Profit) is a client's gross profit for one month, straight from finance.

On Divisional P&Ls, Gross Profit means revenue minus cost of goods sold, calculated on in-contract revenue only — shared-services revenue and VABO are left out.

The catch: MGP shows $0 for brand-new contracts until Finance posts actuals. The client is real and the contract is real; the profit just hasn't landed yet.

VABO

Performance-based revenue that sits outside the standard retainer — revenue earned on results rather than on the contract.

The catches, and there are a few:

  • VABO's division is assigned by Finance and can differ from the client's own division. A CPG client's VABO can legitimately sit under Shared Services.

  • VABO counts toward an individual's RPE.

  • VABO is left out of gross profit, margins, in-contract revenue, and the seat and revenue totals on Employees.

  • Credit is manual. VABO leads are assigned on Manage Leads. A client with no VABO lead assigned has unattributed VABO.

Retention rate

The percentage of clients, or client revenue, kept over the period. Most client-facing roles carry a retention target alongside their revenue target — typically 90–95%.

Don't confuse it with Retention Forecast, which is a page showing what humans expect to lose next month. That's a forecast people typed in, not a calculated rate.

Seats

One seat is one person in one role on one client. "Total Seats" counts unique person-and-role combinations on clients with financial activity in the month.

The catch: an assignment on a dormant account doesn't count as a seat — the client needs financial activity that month. One person can hold several seats.

Client health scores

These come from our AI/ML models, which recalculate weekly. Signal displays them as they arrive and no screen can change them.

Churn score

A score from 0 to 1 estimating how likely a client is to leave, broken into three parts: Client Profile Risk, Sentiment Risk and Performance Risk.

Current bands: Critical 0.6 and above · High 0.5–0.6 · Medium 0.3–0.5 · Low below 0.3.

The catch: the model only refreshes weekly, so today's score reflects last week's run.

Where you'll see it: Churn Risk, Portfolio Review

Expansion score (readiness score)

A score from 0 to 1 estimating how ready a client is for a conversation about more work, with Blueprints, Performance and Sentiment components plus a model-set "ready" flag.

The catch: Service Expansion shows the latest weekly snapshot while Portfolio Review shows the live score, so the two can differ slightly. That's by design. Also, a client you dismissed comes back on its own if its score moves meaningfully.

ETCR — Expansion-to-Churn Ratio

Closed expansion revenue divided by confirmed churned revenue. The company goal is 60% — for every dollar of confirmed revenue lost, at least 60 cents won back through expansion.

One-time project revenue is converted to a monthly equivalent before it's counted, so projects and retainers can be compared fairly.

Floor and Ceiling are the pessimistic and optimistic versions of the same ratio, using forecast churn.

The catch: 0% ETCR usually means no churn was recorded, not failure — which is why it's deliberately left uncoloured.

Where you'll see it: ETCR (Beta)

Priority tiers — P1 / P2 / P3

A pre-calculated urgency tier per client:

  • P1 — Act now

  • P2 — Plan this week

  • P3 — Healthy / monitor

The catch: the rules behind the tiers are owned by the data team and can change without any visible change to Signal. A client with no tier shows as P3.

Where you'll see it: Portfolio Review

The two Pulses — read this one

Signal has two completely separate things called Pulse. They share a name and nothing else.

Client Pulse

A weekly check-in about a client, recorded in Signal by the Account Director or Group Director who owns it: client sentiment, pacing to goal, and contract-term intentions.

Employee Pulse

A weekly check-in about an employee, submitted in Nova by delivery staff: how they're feeling, how loaded they are, and hours spent per client.

  • Reviewed on Employee Pulse

  • The Employee Pulse week runs Tuesday to Monday, with a Monday evening deadline

  • The hours reported here are what Client Profitability uses to estimate delivery cost

The catch: "Pulse Summary" is Client Pulse only. Employee Pulse data never appears there, and vice versa.

QBP — Quarterly Business Plan

A quarterly plan record per client — the quarter, the date, and links to the narrative and the presentation. Submitted alongside the weekly Client Pulse.

The catch: QBP entries do not appear on Pulse Summary, which covers weekly check-ins only. QBP dates can be entered up to a year ahead.

People and portfolio

Active book

The set of clients that are currently active. Client-health pages show the active book only — a client that churns disappears from those pages rather than showing greyed out.

To look at clients we've lost, use Churn Log instead.

Book / portfolio

The clients one person is responsible for. Their "book value" is the total monthly value of those clients.

The catch: book value counts each client once at full value. Credited revenue (RPE) splits each client across its team. They're different numbers on purpose.

Division

Power Digital's client verticals. The eight P&L divisions are B2B, Core, Consumer Services, CPG, Fashion, Lifestyle, plus Healthcare and Shared Services.

Both clients and employees carry a division, and many pages slice by it.

The catch: on Retention Forecast, the division comes from the Client Success renewal tracker and isn't reconciled against Signal's own assignments — so it can disagree with other pages.

Allocation percentage

How a client's revenue is divided among the people working on it. Set per client and department on Manage Leads, where it can also be overridden.

This is what turns client revenue into individual RPE.

Platform terms

Iris

Two different things share the name:

  • Iris the platform — Power Digital's standalone AI tool. The place for questions about a specific client's data and performance. Signal hands off to it: some pages generate a draft narrative meant to be copied into Iris.

  • Iris the drawer — an AI assistant inside Signal (Cmd/Ctrl + I), available to admins. It answers questions about the data currently on your screen, and nothing more. It doesn't run its own queries.

Nova

Power Digital's client and organization platform. Signal reads client records, contracts, teams and employee data from Nova. Changes to client or team information belong in Nova, and Signal picks them up.

Access levels

Standard, Team Lead, Admin, Leadership and Super admin. See Who can see what.

Related

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