Prod Units — live managed roster, Oct 3
Bill.com MRR — recurring invoiced Sep 2026 · prod core.bill_invoices
Gusto Comp — live payroll rates
QBO Cash, P&L — QuickBooks, carried from Sep 4 (connector down)
Carta Cap table — Carta live
Scorecard
RM Performance Bill.com — actual MRR Gusto — comp (1.15× loaded) Prod roster — units
| RM | Clients | Units | MRR | Comp/Mo | Gross Profit | GM% |
|---|
RM Capacity Prod roster — unit counts Target: 650 units (tenured) · 325 units (ramping)
Tenured
Ramping
Over capacity
| target line
New Clients — Last 90 Days Live
Cash & Runway QBO
Cap Table Carta
A/R Aging Bill.com
Board Commentary