The Last Layer

Where this client's numbers come from, and the controls that pull them. Save the financial sheet link and Sync pulls it through n8n; the Drive folder is where call docs live, and Run Compass scoring points the scoring workflow at them. Applying a sheet export updates the Roadmap actuals, balance-sheet cash, and budget settings.

Where this client's information comes from

Financial sheet URLDrive folder (all calls and docs — the archive)Compass call doc links — one per line. Scoring runs only on these, never the whole folder.Valuation / roadmap call doc links — one per line (feeds the valuation extraction, later phase).

Sheet tab mapping

Blank fields auto-detect by the standard taxonomy names. Map a tab here when this client's sheet names differ (export from the sheet once to populate the dropdowns).

Monthly P&L actualsBalance sheet (cash)Labor BudgetOverhead BudgetCompany Forecast

Latest sheet export

No sheet export yet — save the sheet URL above and hit Sync from sheet.