Live Clients & units — BigQuery
Bill.com MRR — actual May 2026 invoices
Gusto Comp — live payroll rates
QBO Cash, P&L — QuickBooks
Carta Cap table — Carta live
Scorecard
RM Performance Bill.com — actual MRR Gusto — comp (1.15× loaded) Live — units
| RM | Clients | Units | MRR | Comp/Mo | Gross Profit | GM% |
|---|
RM Capacity Excel — unit counts Target: 500 units (tenured) · 250 units (ramping)
Tenured
Ramping
Over capacity
| target line
Pipeline Manual
| Client | RM | Est. Units | Rate | Start | Status |
|---|
Cash & Runway ZIONS
Cap Table Carta
Board Commentary Excel