Thresholds
Thresholds
Red/yellow/green cutoffs for each section of the pulse. These are SMB defaults — edit them to match the owner's actual targets and plan.
Any threshold marked # TODO: confirm with owner should produce a note at the top of the first pulse output so the owner knows to tune it.
Cash & Finance
Cash runway
- 🟢 ≥ 6 months # TODO: confirm with owner
- 🟡 3–6 months
- 🔴 < 3 months
Revenue trend (MoM)
- 🟢 ≥ 0% (flat or growing)
- 🟡 -5% to 0%
- 🔴 < -5%
AR aging
- 🟢 No invoices past 31 days
- 🟡 Any invoice 31–60 days past due
- 🔴 Any invoice 60+ days past due OR total 61+ bucket > 10% of AR
Overdue threshold: any single invoice past due > 30 days gets named explicitly in the pulse — not just counted.
Revenue & Sales
7-day sales trend (vs. prior 7 days)
- 🟢 ≥ 0%
- 🟡 -10% to 0%
- 🔴 < -10%
Failed transactions
- 🟡 Any failed transaction > $200
- 🔴 Any failed transaction > $1,000, or 3+ failures in the week
Pipeline
Pipeline coverage (weighted pipeline ÷ monthly revenue target) # TODO: confirm target with owner
- 🟢 ≥ 2x monthly target
- 🟡 1–2x
- 🔴 < 1x
Stale deal: no activity in 7+ days → flag # TODO: owner may prefer 14 days
Slipped deal: open deal with close date in past → always flag
Watch List
No numeric thresholds — any escalation or complaint in Gmail/Slack gets surfaced. Severity is contextual; surface and let the owner decide.
Overall status rollup
The pulse-level overall status is the worst section status. Override: if any individual risk names a specific customer with a dollar amount and a deadline within 7 days, roll up to 🔴 regardless of section colors.
When to tune
Revisit these after 4 weeks of use. The defaults are conservative starting points — a healthy business will feel like it's always 🟢. Tighten them to reflect where the owner actually wants to act.