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Schae Lilley

Documentation on Signal for internal PDM team

Signal (Internal)

Signal is Power Digital's internal dashboard for revenue, client health and team performance. This page gets you oriented in about three minutes.

Welcome to Signal

The sidebar, the month selector, search and the keyboard shortcuts. Every link below opens the real page in Signal.

Find your way around

Signal shows different people different things. This page explains the access levels in plain terms, what each one unlocks, and how to request more.

Who can see what

Signal doesn't invent numbers — it collects them. This page explains which system owns what, how fresh each one is, and why two figures that look like they should match…

Where the numbers come from

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.

Glossary

Who to contact, depending on what's actually wrong. Working out which category you're in usually solves it faster than describing the symptom.

Getting help

Start Here

The company scoreboard. How the business is doing this month, in one screen — and the page everyone in Signal can see.

Summary

A picture of where every number in Signal comes from. Click a system to see which pages it feeds, or click a page to see what feeds it.

Data Map

Overview

Who is carrying how much revenue, and are they at target? The people-performance roster, with a full profile behind every name.

Employees

A safe sandbox for "what if we moved these clients?" Drag clients between people and watch everyone's numbers change — without changing anything real.

Staffing

Who actually works on each client, and how that client's revenue is credited across them. Nearly every per-person number in Signal traces back to this screen.

Manage Leads

Are we winning back what we lose? For every Account Director, Group Director and division: expansion revenue set against churned revenue, measured against the 60% company goal.

ETCR (Beta)

The official revenue and retention benchmark for every client-facing role — and a check that every employee is actually matched to one.

KPI Targets

Who submitted their weekly check-in, and how the team is actually feeling. Sentiment and workload, week by week.

Employee Pulse

People

Two halves of one job: the roles Finance has approved, and the candidates actually moving through interviews for them.

Recruiting & Hiring Pipeline

Talent

Your weekly client check-in, and your quarterly business plan record. This is the input that drives the whole client-health picture.

Submit Pulse Data

How healthy is the whole client book this week? Every check-in rolled up, with the churn model's opinion set next to the humans'.

Pulse Summary

Everything you've submitted, so you can answer "did I already do this client?" and "did my correction go through?" without asking anyone.

My Submissions

Client Pulse

Which clients might be about to leave, why, and whether anyone has actually done something about it.

Churn Risk

Your whole book on one screen, already prioritized. The page to open on Monday morning.

Portfolio Review

Which clients are ready to buy more, what to pitch them, and whether now is a good time to ask.

Service Expansion

The actual people at each client — how each relationship is doing, and who on our side owns it.

POC Management

What account teams themselves expect to lose or save this month. The human counterpart to the churn model.

Retention Forecast

The historical record: clients we've already lost, and the revenue that went with them.

Churn Log

Does what a client pays us cover the time we spend on them? An estimate — and this page is honest about how good the estimate is.

Client Profitability

Client Health

A real profit-and-loss statement per division, month by month — revenue by department, minus outsourcing, minus actual payroll. Plus a shared forecast for the rest of the year.

Divisional P&Ls

How much client revenue is managed by people outside the client's own division — who lends capacity, who borrows it.

Revenue Overlap

Every worker, from every payroll system, in one roster.

Census

Each person's credited book, with every client behind it — the receipts for a commission conversation.

Commission Book

Finance & Commissions

How full is each person's book compared to their target — and therefore where to hire, where to add clients, and where to deploy AI.

Role Capacity & Company Capacity

Planning

Confidential. Compensation, pay history, retention risk and active performance cases — for the divisions you've been granted.

Growth: People & Performance Radar

Who can see compensation data, exactly which slices of the company, and who granted it.

Growth Access

Growth (confidential)

Did that AI rollout actually move the numbers? A before-and-after ledger for internal AI deployments.

AI Solutions

Innovation

The back office: granting access, auditing assignment changes, keeping job-description links current, and seeing who actually uses Signal.

Admin Tools

Report a number that looks wrong, and follow what happens to it.

Corrections

Admin

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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