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v2_sources.md

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1# More sources
2
3Two more legs into the same pulse. The pulse still builds from whatever is connected and degrades gracefully.
4
5---
6

More sources

Two more legs into the same pulse. The pulse still builds from whatever is connected and degrades gracefully.

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7## Shopify
8
9For a commerce business this is the difference between a pulse that describes their day and one that doesn't.
11| Pull | Section it feeds |
12|---|---|
13| Orders and revenue, today and trailing 7 days | Revenue & Sales |
14| Fulfillment status | Watch List — unfulfilled past SLA is the most actionable thing in the pulse |
15| Refunds and returns | Watch List |
16| Low-stock alerts on moving products | Watch List |
18Unfulfilled orders past their promised window belong near the top. They are time-sensitive, they turn into complaints, and no other section surfaces them.
20---

Shopify

For a commerce business this is the difference between a pulse that describes their day and one that doesn't.

PullSection it feeds
Orders and revenue, today and trailing 7 daysRevenue & Sales
Fulfillment statusWatch List — unfulfilled past SLA is the most actionable thing in the pulse
Refunds and returnsWatch List
Low-stock alerts on moving productsWatch List

Unfulfilled orders past their promised window belong near the top. They are time-sensitive, they turn into complaints, and no other section surfaces them.

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22## The ledger — MYOB, NetSuite, QuickBooks, Xero, or Zoho Books
24Whichever is connected is the system of record for cash, revenue, and AR, and the pulse reports the number the owner's bookkeeper or controller sees. Ledgers are peers (`../../../shared/connector-neutrality.md`): none takes precedence over another. Same metrics, same sections; only the tool names change (`data_sources.md`).
26**Two ledgers connected: read both, total from one.** Ask which is the source of record, say which in the Appendix, and take cash, revenue, and AR totals from that one. The other supplies only what it uniquely holds.
28---

The ledger — MYOB, NetSuite, QuickBooks, Xero, or Zoho Books

Whichever is connected is the system of record for cash, revenue, and AR, and the pulse reports the number the owner's bookkeeper or controller sees. Ledgers are peers (../../../shared/connector-neutrality.md): none takes precedence over another. Same metrics, same sections; only the tool names change (data_sources.md).

Two ledgers connected: read both, total from one. Ask which is the source of record, say which in the Appendix, and take cash, revenue, and AR totals from that one. The other supplies only what it uniquely holds.

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30## The double-count rule
32The pulse potentially sees revenue in four places: the ledger, a processor, a storefront, and a POS.
34**Pick one revenue source and say which.** Summing them inflates the number, sometimes by more than double, and an owner who spots that stops trusting the whole pulse.
36Order: the ledger first (whichever is connected; if two, the owner's named source of record), then the processor, then the storefront. Everything below the chosen source supplies detail — channel splits, product splits, settlement timing — not totals.
38```
39Revenue — AUD 43,200 MTD (source: Xero; Shopify used for product mix)
40```

The double-count rule

The pulse potentially sees revenue in four places: the ledger, a processor, a storefront, and a POS.

Pick one revenue source and say which. Summing them inflates the number, sometimes by more than double, and an owner who spots that stops trusting the whole pulse.

Order: the ledger first (whichever is connected; if two, the owner's named source of record), then the processor, then the storefront. Everything below the chosen source supplies detail — channel splits, product splits, settlement timing — not totals.

Revenue — AUD 43,200 MTD (source: Xero; Shopify used for product mix)
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42### One source double-counts too
44Picking a single source is not enough. QuickBooks own sales-by-customer summary returns two rows for any customer that has sub-customers or jobs beneath it: a summary row for the parent, and a separate total row carrying the identical figure. The report's built-in top-customer list includes both.
46So a customer appears twice in any ranking built straight off those rows — once under its own name, once as "Total for" that name — and every concentration figure computed from them is overstated.
48Drop rows whose metadata type marks them as a total before ranking or summing. Keep the parent summary row. This is a guaranteed error on any book that uses jobs or sub-customers, which in the trades is most of them.
50---

One source double-counts too

Picking a single source is not enough. QuickBooks own sales-by-customer summary returns two rows for any customer that has sub-customers or jobs beneath it: a summary row for the parent, and a separate total row carrying the identical figure. The report's built-in top-customer list includes both.

So a customer appears twice in any ranking built straight off those rows — once under its own name, once as "Total for" that name — and every concentration figure computed from them is overstated.

Drop rows whose metadata type marks them as a total before ranking or summing. Keep the parent summary row. This is a guaranteed error on any book that uses jobs or sub-customers, which in the trades is most of them.

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52## Scheduled presets
54| Preset | When | Shape |
55|---|---|---|
56| Monday | Start of week | Full pulse, forward-looking. What's coming, what needs attention |
57| Friday | End of week | Recap. What moved, what closed, what slipped |
59Same skill, different framing.
61**The two are genuinely different documents.** Monday should lead with the week's commitments and the single most important thing to act on. Friday should lead with what actually happened against what was expected. A Friday recap that reads like a Monday brief is a Monday brief sent on the wrong day.
63Offer a cadence once, after a pulse the owner found useful. Don't ask twice.

Scheduled presets

PresetWhenShape
MondayStart of weekFull pulse, forward-looking. What's coming, what needs attention
FridayEnd of weekRecap. What moved, what closed, what slipped

Same skill, different framing.

The two are genuinely different documents. Monday should lead with the week's commitments and the single most important thing to act on. Friday should lead with what actually happened against what was expected. A Friday recap that reads like a Monday brief is a Monday brief sent on the wrong day.

Offer a cadence once, after a pulse the owner found useful. Don't ask twice.

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