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.
Where you'll see it: Summary, Employees, Churn Risk, Portfolio Review, Commission Book
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.
Entered on Submit Pulse Data
Reviewed on My Submissions
Rolled up on Pulse Summary
Also feeds client sentiment into the churn model
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
Where the numbers come from — which system owns which figure
Find your way around — every page, with links
Who can see what — access levels
