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.

Amount thresholds are in the business's own currency (../../../shared/currency-and-locale.md): "200" means 200 of whatever the business invoices in. They are attention lines, not legal ones, and do not need converting.

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 mail or 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.