---
name: scoreboard
description: "Build and run the Scoreboard — the real-time numbers dashboard that is the objective truth of the business. Picks the weekly octave of KPIs (8, max 12) matched to the business's funnel type and traffic strategy (Liquidated, Paid Lead Gen, Organic DM/Email/Content), generates an autosaving HTML dashboard (or .xlsx) with auto-calculated ratios and a built-in traffic-light system, then logs the manually-entered numbers each week. Three levels: Weekly (the octave), Monthly (26 Keys), Quarterly (the 101). Use when the user says 'scoreboard', 'build my scoreboard', 'set up the scoreboard', 'track my numbers', 'KPI dashboard', 'weekly numbers', 'my octave', 'cash collected', 'MER', 'update the scoreboard', 'log my numbers', 'traffic light', 'reset the scoreboard for the quarter', or any request to create, populate, grade, or reset the numbers dashboard. Runs inside the Weekly Alignment as the first business item; resets each quarter."
---

# The Scoreboard

You're building and running the Scoreboard — **the objective truth of the business, in real time.** The promise: *most owners drive at 150km/h staring in the rear-view mirror — last quarter, last month, the accountant's numbers. The scoreboard puts your eyes back on the road.* Run it and the business moves; stop and it goes backwards. The whole point is a living pulse, not a dead report.

**Two contexts, same flow:** the owner running their own numbers, or you setting it up *for* a client. Mechanics identical.

## The 3 Levels
The scoreboard is one system with three resolutions. Keep the weekly tight; go deeper only at the slower cadences.

| Level | Cadence | Numbers | Runs in |
|---|---|---|---|
| **The Octave** | Weekly | 8 (max 12) headline numbers | Weekly Alignment |
| **The 26 Keys** | Monthly | 26-KPI diagnostic | Monthly Alignment → use the `26-keys-scorecard` skill |
| **The 101** | Quarterly | 100+ micro numbers, full teardown | Quarterly Alignment |

This skill owns the **Weekly Octave** (the daily-reference sheet) and the quarterly lifecycle. It hands off to `26-keys-scorecard` monthly and expands to the 101 quarterly.

## Step 0 — Match the octave to the funnel + traffic strategy
**Do this before building.** The right numbers for a liquidated funnel are nothing like organic DMs or paid lead-gen — a scoreboard tracking the wrong metrics is worse than none. Determine the business's **funnel type + traffic strategy** (infer from memory / the onboarding or foundation doc / what they've told you — ask only if you genuinely can't tell), then load the matching octave and tailor it to their actual offer and bottleneck:

| Strategy | The numbers that matter |
|---|---|
| **Liquidated** (paid → low-ticket → ascension) | Cash · Ad Spend · MER · FE Revenue · FE ROAS · New Customers · CPA · AOV · backend Clients/Cash · Profit/Margin |
| **Paid Lead Gen** (ads → call → close) | Ad Spend · Leads · CPL · Calls Booked/Shown · Show Rate · Closes · Close Rate · CAC · Cash · AOV |
| **Organic — DM/Outbound** | DMs · Conversations · Conv. Rate · Calls Booked/Shown · Show Rate · Closes · Close Rate · Cash · AOV *(no ad spend)* |
| **Organic — Email** | Subscribers · Net New · Sends · Open Rate · Click Rate · Sales · Cash · AOV |
| **Organic — Content** | Posts · Views/Reach · Followers · Leads · Calls Booked/Shown · Closes · Close Rate · Cash · AOV |

The HTML ships all five as **presets** (⚙ Metrics → pick the strategy) plus **full custom editing** — add/remove/rename rows, set section/type/direction/format, and pick numerator & denominator for derived ratios. So the octave always fits the specific business, not a template. Keep it to 8 (12 ceiling).

Reconcile with the monthly **26 Keys** — it uses the same acquisition-strategy taxonomy (Organic DM/Email/Content · Paid Lead Gen · Liquidated), so the weekly octave is a subset of the monthly diagnostic and the definitions match. Full per-strategy detail in `references/octave-library.md`.

## The timebox — ~5 minutes
V1 was a Google Sheet updated every couple of days by hand in 5 minutes. V2 must be *at least* that fast or it's not worth leaving the Sheet. The AI doesn't replace the manual entry — it removes the formula/grading/logging friction around it.

## Run modes

### Build / reset the scoreboard (start of quarter)
**Primary — the autosaving HTML file (`assets/scoreboard.html`).** A single self-contained file: open it in the browser, set the quarter-start date and owner once, and **bookmark it**. It autosaves every entry to that browser (localStorage), grades live as you type, and needs no Excel. Use the **Export backup** button regularly to download a JSON (this doubles as the quarterly archive), **Import** to restore, **New quarter** to archive-and-reset, **Print / PDF** for a snapshot. To deliver it, hand over the file and tell them to save it locally / bookmark it — opened from disk it persists; opened inside a sandboxed preview it won't (a banner says so).

**Alternative — the .xlsx generator** (if they specifically want a spreadsheet):
```bash
python scripts/build_scoreboard.py --start YYYY-MM-DD --owner "Name" --out Scoreboard-QX-YYYY.xlsx
python /mnt/skills/public/xlsx/scripts/recalc.py Scoreboard-QX-YYYY.xlsx
```
Same octave, formulas, 4-week logic, and traffic-light grading. `--start` is the first day of the quarter's first month. The owner fills the **90-Day Goal** column once; monthly/weekly targets cascade.

### Log the weekly numbers (every couple of days / at the Weekly Alignment)
**This stays manual — by design.** Do NOT auto-pull from Stripe. The owner logs into Stripe/their bank, adds the numbers up, and enters them. That one minute *is* the system — it builds a relationship and accountability with the data. Your job is only to make logging and grading frictionless:
- Take the numbers by **voice or chat** ("cash was 22k this week, spend 4k, 18 new customers, 6 meetings booked, 4 shown, 1 client, profit 9k") and write them into the correct week column.
- The ratios (MER, ROAS, CPA, Show Rate, Conversion, Margin) **auto-calculate** — never ask for those.
- The traffic lights **auto-grade** against the weekly target.
- Read back what landed red/orange and why.

### Read / review (in the meeting)
Pull the latest week, call the traffic lights, name what changed week-over-week, and route each red/orange to a strategy (below). This is the 10-minute scoreboard slot in the Weekly Alignment.

## The Weekly Octave (default KPIs)
Manually entered (blue): **Cash Collected · Ad Spend · Front-End Revenue · New Customers · Meetings Booked · Meetings Shown · New Clients · Profit.**
Auto-calculated (black): **MER** (cash ÷ spend) · **Front-End ROAS** (FE rev ÷ spend) · **CPA** (spend ÷ customers) · **Show Rate** (shown ÷ booked) · **Sales Conversion** (clients ÷ shown) · **Profit Margin** (profit ÷ cash).

Grouped **Cash → Marketing → Sales → Profit** — the cash-generation flow. **Keep operations metrics off this board** — put those on a separate operational dashboard. The weekly board is growth + cash only. Octave is 8 headline numbers; the sheet supports up to ~12 before it stops being an octave.

## The Traffic-Light System
Each week's actual is graded against its **weekly target**:

| Most KPIs (higher = better) | Cost KPIs (lower = better, e.g. CPA) |
|---|---|
| 🟢 Green ≥ 100% → **Scale** (double down) | 🟢 Green ≤ target |
| 🟡 Orange 50–99% → **Optimise** (tweak & test) | 🟡 Orange up to 150% of target |
| 🔴 Red < 50% → **Innovate** (fundamental change) | 🔴 Red 150–200% · ⬛ Black > 200% (blowout) |

The grade isn't just colour — it's the *strategy*. Green = scale it. Orange = optimise it. Red = innovate (something must fundamentally change). This mapping is the whole value: it turns a number into a decision.

## The 4-Week-Month Logic
Run four weeks per month, aligned to the Weekly Alignment. The generator handles bridging automatically: weeks 2–4 are clean Mon–Sun; **week 1 absorbs any partial lead-in plus the first full week** (so a month starting mid-week gets a long week 1), and **week 4 runs to month-end** (long or short). Example: a month starting Thursday → week 1 = 1st through the second Sunday, then three Mon–Sun weeks to month-end. The owner never has to think about it.

## Quarterly Lifecycle
Each sheet runs to the **end of the quarter**, then:
1. At the **Quarterly Alignment**, review the full quarter, then **reset** — revisit the octave and the KPI targets (numbers and goals both change as the business grows).
2. **Archive** the finished sheet into a year-end archive folder (rename `Scoreboard-QX-YYYY-ARCHIVED.xlsx`).
3. **Generate a fresh sheet** for the new quarter via the build script with the new `--start` date and updated goals.

The fresh-sheet-per-quarter model is *why* this is a script, not a hand-edited file — regenerating is one command.

## Snapshot & handoff
The scoreboard feeds the rest of the OS. At each Weekly Alignment, after logging:
- The HTML file (or `.xlsx`) is the working artifact — keep it bookmarked.
- Hit **Export backup** for a dated JSON (backup + the quarterly archive), and **Print / PDF** for a visual snapshot.
- Write a dated note `Scoreboard-Week-YYYY-MM-DD.md` with the week's octave, the traffic-light grades, week-over-week deltas, and the reds routed to problems — this drops straight into the Weekly Alignment and the Problems List.

## The close — call the truth
Don't just show the grid. Interpret it in a direct, plain-spoken voice:
- **Name the reds.** "Cash is red — 40% of target. That's the number that matters and it's the one that's down."
- **Route to strategy.** Green → scale, orange → optimise, red → innovate.
- **One move.** Pick the single red worth attacking this week; hand it to the Problems List for root-cause.
- Resist last-quarter nostalgia — the board is about *now* and *next*.

## Voice & rules
- Casual, direct, Australian. Short lines, `→` arrows, em dashes. No filler.
- **Never automate the core data entry.** Manual entry is the accountability mechanism — protect it. Automate only the maths and the grading.
- Weekly, not monthly. Monthly is too long, too much variation — the pulse goes dead.
- Don't bloat the octave. 8 is the target, 12 the ceiling. If they want more, that's the monthly 26 Keys or the quarterly 101, not the weekly board.
- Keep operations metrics off the weekly board.
- Zero formula errors — always `recalc.py` after generating or editing the sheet.

## Supporting files
- `assets/scoreboard.html` — **the primary artifact**: self-contained, autosaving, live-grading scoreboard the owner bookmarks and uses daily. No dependencies, no Excel.
- `scripts/build_scoreboard.py` — alternative .xlsx generator (octave, formulas, traffic lights, 4-week logic).
- `references/framework.md` — the 3-level model, KPI definitions, grading thresholds, and the rear-view-mirror philosophy.
