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dk-enterprise-os-v04-schema

DK Enterprise OS v0.4 - Complete Data Model & Implementation Guide

Executive Summary

Version: 0.4.0 Date: September 2025 System: Coda-based Personal Enterprise Resource Planning (ERP) Purpose: Memory-first operational system for solopreneur service business with automation focus

What’s New in v0.4

Introduced Engagements table for commercial relationship tracking

Added Deliverables and Results tables for outcome management

Consolidated redundant tables (Activities + Outreach → Touchpoints)

Clarified Service Blueprint framework implementation

Added Workflows as discrete operational procedures

Separated Process Templates from Resource Templates

Removed redundant tables (Backlog, Opportunities, Launch Checklist)

Core Concepts & Patterns

The Universal Business Pattern

Every business activity follows this hierarchy:

VENTURE (Business Line)

↓

OFFER (Value Proposition)

↓

ENGAGEMENT (Active Commercial Relationship)

↓

PROJECT (Work Container)

↓

TASKS (Executable Actions)

↓

DELIVERABLES (Work Products)

↓

RESULTS (Measured Outcomes)

The Three Perspectives Framework

1. Business Architecture (Strategic)

What you do and sell

Ventures: Your business lines

Offers: Your products/services

Service Blueprints: Complete journey maps

Workflows: Step-by-step procedures

Templates: Reusable resources

2. Commercial Management (Revenue)

Who you serve and how you earn

Organizations & People: Your market

Deals: Your pipeline

Engagements: Active client relationships

Deliverables: What you produce

Results: Outcomes achieved

3. Execution Management (Operational)

How you get work done

Projects: Work initiatives

Tasks: Specific actions

Sprints: Time-boxed periods

Daily Thread: Continuity system

Service Blueprint Framework

Service Blueprints map the complete service experience across five layers:

Customer Actions: What the customer does

Frontstage: Visible interactions with customer

Backstage: Behind-the-scenes work

Support Processes: Systems and tools that enable service

Evidence: Physical/digital artifacts customer receives

This framework applies to ALL services—from automation audits to SaaS products to newsletters.

Table Structure & Relationships

1. Core Lookup Tables (Canonical References)

DB Outcomes

Purpose: Define types of work and their billable nature

Field

Type

Description

Notes

Outcome

Text (Primary)

Type of outcome

Billable, Pre-Revenue, Learning, Ops

Counts as Billable Hrs

Checkbox

Whether this counts toward billable targets

Only “Billable” = true

Description

Text

Description of outcome type

Color

Number

Visual coding (1-4)

Active

Checkbox

Whether currently in use

There are no rows in this table

⁠

DB Topics

Purpose: Hierarchical tagging system for content and market categorization

Field

Type

Description

Notes

Topic

Text (Primary)

Topic name

Type

Select

Category type

Industry, Channel, Persona, Tool, Skill

Parent Topic

Lookup

For hierarchical organization

Self-referential

Aliases

Text

Alternative names/keywords

Color

Visual identifier

Active

Checkbox

Whether currently in use

Slug

Text

URL-friendly version

There are no rows in this table

⁠

DB Areas

Purpose: Functional domains representing different roles/hats you wear

Field

Type

Description

Notes

Name

Text (Primary)

Area name

Developer, Marketer, Founder, Student

Description

Text

What this area covers

Default Role

Select

Primary role/context

Active

Checkbox

Whether currently active

There are no rows in this table

⁠

2. Business Architecture Tables

DB Ventures

Purpose: Top-level business lines or major initiatives

Field

Type

Description

Notes

Name

Text (Primary)

Venture name

Type

Select

Venture category

Agency, Product, Service, Internal

Status

Select

Current status

Active, Paused, Archived

Primary Outcome

Lookup

Default outcome type

From DB Outcomes

Target Revenue

Currency

Monthly revenue goal

Start Date

Date

When venture began

End Date

Date

If applicable

Description

Text

What this venture does

Offers

Lookup

Related offers

Reverse lookup

Projects

Lookup

Related projects

Reverse lookup

Experiments

Lookup

Related experiments

Reverse lookup

There are no rows in this table

⁠

DB Offers

Purpose: Specific products or services sold within ventures

Field

Type

Description

Notes

Name

Text (Primary)

Offer name

Offer ID

Text

Unique identifier

Venture

Lookup

Parent venture

Version

Number

Offer iteration

Type

Select

Offer category

Diagnostic, Sprint, Retainer, Product, Subscription

Status

Select

Current state

Draft, Active, Sunset

Engagement Type

Select

Delivery model

One-time, Retainer, Subscription

Target ICP

Lookup

Ideal customer profile

From DB ICP Segments

Problem Statement

Text

What problem this solves

Solution

Text

How we solve it

Deliverables

Text

What customer receives

Price

Currency

Standard price

Cost to Deliver

Currency

Internal cost

Margin

Formula

Profit margin

Price - Cost to Deliver

Time to Deliver

Number

Hours to complete

Typical Duration

Text

Days/weeks/months

Service Blueprint

Lookup

How we deliver

Process Templates

Lookup (Multi)

Standard processes

Resource Templates

Lookup (Multi)

Templates used

Success Metrics

Text

How we measure success

Sales Page

URL

Marketing page

Guarantee

Text

Service guarantee

Prerequisites

Text

Required before starting

There are no rows in this table

⁠

DB Service Blueprints

Purpose: Complete journey maps for service delivery

Field

Type

Description

Notes

Blueprint ID

Text (Primary)

Unique identifier

Service Name

Text

Blueprint name

Offer

Lookup

Related offer

Version

Number

Blueprint version

Journey Stages

Text

Customer journey phases

Awareness → Purchase → Onboarding → Value → Advocacy

Customer Actions

Rich Text

What customer does at each stage

Frontstage

Rich Text

Visible interactions

Backstage

Rich Text

Behind-scenes work

Support Processes

Rich Text

Systems and tools

Evidence

Rich Text

Artifacts produced

Pain Points

Text

Where friction occurs

Opportunities

Text

Improvement areas

Workflows

Lookup (Multi)

Component workflows

Time Estimate

Number

Total hours

There are no rows in this table

⁠

DB Workflows

Purpose: Discrete, repeatable procedures within service blueprints

Field

Type

Description

Notes

Name

Text (Primary)

Workflow name

Service Blueprint

Lookup

Parent blueprint

Category

Select

Workflow type

Customer-facing, Internal, Automated

Steps

Rich Text/JSON

Step-by-step procedure

Estimated Hours

Number

Time to complete

Required Tools

Text

Software/platforms needed

Required Skills

Text

Capabilities needed

Automation Status

Select

Current state

Manual, Semi-automated, Automated

Automation Potential

Scale (1-5)

How automatable

Resource Templates

Lookup (Multi)

Templates used

SOP Link

URL

Documentation

There are no rows in this table

⁠

DB Process Templates

Purpose: Reusable process checklists and procedures

Field

Type

Description

Notes

Name

Text (Primary)

Template name

Category

Select

Template type

Onboarding, Launch, Delivery, Offboarding, Diagnostic

Checklist Items

Rich Text

Steps/items

Can be JSON for automation

Order Matters

Checkbox

Sequential requirement

Estimated Duration

Text

Time to complete

Required Resources

Text

What’s needed

Service Blueprint

Lookup

Related blueprint

Offers Using

Lookup (Multi)

Offers that use this

Reverse lookup

Version

Number

Template version

Success Criteria

Text

Completion requirements

There are no rows in this table

⁠

DB Resource Templates

Purpose: Actual document/asset templates (formerly Templates)

Field

Type

Description

Notes

Template ID

Text (Primary)

Unique identifier

Name

Text

Template name

Category

Select

Template type

Email, Report, Proposal, Contract, SOP

Description

Text

What it’s for

Content

Rich Text

The actual template

Variables

Text

Dynamic fields

{{client_name}}, {{date}}, etc.

Use Cases

Text

When to use

Workflows Using

Lookup (Multi)

Related workflows

Performance Metrics

Lookup

Performance tracking

There are no rows in this table

⁠

3. Commercial Management Tables

DB Organizations

Purpose: Companies and organizations in your network

Field

Type

Description

Notes

Name

Text (Primary)

Organization name

Industry Vertical

Lookup

Industry category

From Topics

Revenue Band

Select

Annual revenue

<$250k, $250k-$1M, $1-5M, >$5M

Employee Count

Number

Staff size

Op Budget

Currency

Operating budget

Tech Stack

Text

Tools they use

CRM Present

Checkbox

Has CRM system

List Size

Number

Email list size

Monthly Traffic

Number

Website visitors

Location

Text

Geographic location

Website

URL

Company website

People

Lookup (Multi)

Related contacts

Reverse lookup

Deals

Lookup (Multi)

Related opportunities

Reverse lookup

Engagements

Lookup (Multi)

Active/past work

Reverse lookup

Total Lifetime Value

Formula

Sum of engagement values

ICP Score

Number

Qualification score

0-20 scale

Notes

Text

Additional context

There are no rows in this table

⁠

DB People

Purpose: Individual contacts and relationships

Field

Type

Description

Notes

Name

Text (Primary)

Full name

Organization

Lookup

Company affiliation

Role

Text

Job title

Email address

URL

Profile link

Phone

Phone number

Engagement Role

Select

Relationship type

Champion, Decision Maker, End User, Influencer

Warmth

Select

Relationship status

Warm, Cold, Referral

Preferred Communication

Select

Best channel

Email, Slack, Phone, Text

Time Zone

Text

Location timezone

Decision Maker

Checkbox

Can approve purchases

Consent

Checkbox

Opted in

Last Contact

Date

Most recent interaction

Deals

Lookup (Multi)

Related opportunities

Touchpoints

Lookup (Multi)

Interaction history

Notes

Text

Additional context

There are no rows in this table

⁠

DB Deals

Purpose: Sales pipeline and opportunities

Field

Type

Description

Notes

Name

Text (Primary)

Deal name

Venture

Lookup

Related venture

Organization

Lookup

Target company

Primary Contact

Lookup

Main person

Stage

Select

Pipeline stage

Prospect, Qualified, Discovery, Proposal, Verbal, Won, Lost

Source

Select

Lead origin

Ads, Referral, Cold, Content, Partner

Channel

Select

Acquisition channel

LinkedIn, Email, Website, Event

Campaign

Text

Source campaign

Offer

Lookup

What we’re selling

Value (Est)

Currency

Deal value

Probability

Percent

Close likelihood

Based on stage

Weighted Value

Formula

Risk-adjusted value

Value × Probability

Close By

Date

Expected close

ICP Segment

Lookup

Market segment

ICP Score

Number

Qualification score

Discovery Notes

Text

Findings from calls

Affordability Confirmed

Checkbox

Budget validated

Next Action

Text

Next step

Next Action Date

Date

Follow-up date

Touch Count

Number

Interactions so far

Lost Reason

Select

If lost, why

No Budget, Bad Timing, Competitor, No Fit

Win Factors

Text

Why we won

Engagement

Lookup

If won, the engagement

Topics

Lookup (Multi)

Related tags

Notes

Text

Additional context

There are no rows in this table

⁠

DB Engagements

Purpose: Active commercial relationships (NEW in v0.4)

Field

Type

Description

Notes

Name

Text (Primary)

Engagement name

Organization

Lookup

Client company

Primary Contact

Lookup

Main person

Deal

Lookup

Source deal

Offer

Lookup

What we’re delivering

Type

Select

Engagement model

Service, Subscription, Enrollment, Partnership

Status

Select

Current state

Active, Paused, Complete, Churned

Start Date

Date

When began

End Date

Date

When ends/ended

Contract Value

Currency

Total value

MRR

Currency

Monthly recurring

If applicable

Health Score

Scale (1-5)

Relationship health

Renewal Date

Date

Next renewal

If recurring

Service Blueprint

Lookup

How we deliver

Projects

Lookup (Multi)

Related projects

Reverse lookup

Deliverables

Lookup (Multi)

Work products

Reverse lookup

Results

Lookup (Multi)

Outcomes achieved

Reverse lookup

NPS Score

Number

Satisfaction score

Success Metrics

Text

KPIs we’re tracking

Notes

Text

Additional context

There are no rows in this table

⁠

DB Deliverables

Purpose: Actual work products delivered (NEW in v0.4)

Field

Type

Description

Notes

Name

Text (Primary)

Deliverable name

Engagement

Lookup

Related engagement

Project

Lookup

Source project

Type

Select

Deliverable category

Report, Dashboard, Campaign, Documentation, Access, Training

Resource Template

Lookup

Template used

Status

Select

Current state

Draft, In Review, Delivered, Accepted

Version

Number

Version number

Delivery Date

Date

When delivered

Due Date

Date

When due

File/Link

URL

Location of deliverable

Client Feedback

Text

Response/comments

Approval Status

Select

Client acceptance

Pending, Approved, Revision Needed

Results Metrics

Text

Impact achieved

Time to Create

Number

Hours spent

Notes

Text

Additional context

There are no rows in this table

⁠

DB Results

Purpose: Measurable outcomes from engagements (NEW in v0.4)

Field

Type

Description

Notes

Result ID

Text (Primary)

Unique identifier

Engagement

Lookup

Related engagement

Metric Name

Text

What we’re measuring

Time saved, Revenue increased, Cost reduced

Category

Select

Metric type

Efficiency, Revenue, Cost, Quality, Satisfaction

Baseline Value

Number

Starting point

Current Value

Number

Latest measurement

Target Value

Number

Goal

Improvement

Formula

Change percentage

(Current - Baseline) / Baseline × 100

Date Measured

Date

When measured

Measurement Method

Text

How we measure

Evidence

Text

Proof/documentation

Impact Statement

Text

Business impact

Notes

Text

Additional context

There are no rows in this table

⁠

DB ICP Segments

Purpose: Ideal Customer Profile definitions

Field

Type

Description

Notes

Name

Text (Primary)

Segment name

Industry

Text

Target industry

Revenue Range

Text

Company size

Employee Count

Text

Staff range

Budget Range

Text

Available spend

Pain Points

Text

Key problems

Buying Triggers

Text

Purchase catalysts

Decision Maker

Text

Buyer persona

Sales Cycle Days

Number

Typical duration

Affordability Formula

Text

Budget calculation

Revenue × 0.05-0.10 for marketing

Qualification Threshold

Number

Min ICP score

Usually 14/20

Sample Companies

Text

Example targets

Disqualifiers

Text

Red flags

Offers

Lookup (Multi)

Relevant offers

There are no rows in this table

⁠

DB Touchpoints

Purpose: All CRM interactions (Merged Activities + Outreach Log)

Field

Type

Description

Notes

Touchpoint ID

Text (Primary)

Unique identifier

Date

DateTime

When occurred

Person

Lookup

Who we interacted with

Organization

Lookup

Company involved

Type

Select

Interaction type

Outreach, Discovery, Service, Support, Follow-up

Direction

Select

Who initiated

Inbound, Outbound

Channel

Select

Communication method

Email, Phone, LinkedIn, Meeting, Slack

Sequence Position

Number

If part of sequence

1-5 for campaigns

Template Used

Lookup

If templated

Personalization

Text

Custom elements

Deal

Lookup

Related opportunity

Engagement

Lookup

Related client work

Outcome

Text

What happened

Reply Received

Checkbox

Got response

Next Step

Text

Follow-up action

Follow-up Date

Date

When to follow up

Notes

Text

Additional context

There are no rows in this table

⁠

4. Execution Management Tables

DB Projects

Purpose: Work containers for both client and internal initiatives

Field

Type

Description

Notes

Name

Text (Primary)

Project name

Venture

Lookup

Parent venture

Area

Lookup

Functional domain

Engagement

Lookup

If client work

Links commercial relationship

Type

Select

Project category

Client Delivery, Internal Development, Learning, Operations

Billable

Checkbox

Revenue-generating

Usually true if Engagement exists

Status

Select

Current state

Planning, Active, On Hold, Complete, Cancelled

Priority

Select

Importance

High, Medium, Low

Start Date

Date

Project start

Due Date

Date

Deadline

Process Template

Lookup

Template used

Revenue Expected

Formula/Currency

From engagement

Revenue Recognized

Currency

Actually collected

Expense Budget

Currency

Planned costs

Expense Actual

Currency

Real costs

Margin

Formula

Profitability

Revenue - Expenses

Hours Estimated

Number

Planned effort

Hours Actual

Number

Real effort

Tasks

Lookup (Multi)

Related tasks

Reverse lookup

Deliverables

Lookup (Multi)

Work products

Where Left Off

Text

Continuity note

Success Metrics

Text

How we measure

Lessons Learned

Text

Retrospective

Decision Log

Lookup (Multi)

Related decisions

Experiment

Lookup

If experimental

Topics

Lookup (Multi)

Related tags

Notes

Text

Additional context

There are no rows in this table

⁠

DB Tasks

Purpose: Executable work items

Field

Type

Description

Notes

Name

Text (Primary)

Task name

Project

Lookup

Parent project

Type

Formula

From project

Inherited

Billable

Formula

From project

Inherited

Workflow Step

Lookup

If part of workflow

Deliverable

Lookup

What this produces

Status

Select

Current state

Backlog, To Do, In Progress, Done, Blocked

Priority

Select

Importance

High, Medium, Low

Role/Context

Select

Who does this

Founder, Developer, Marketer, Student

Energy Required

Scale (1-5)

Effort level

Context Switch Cost

Scale (1-5)

Transition difficulty

Estimate (hrs)

Number

Planned time

Actual (hrs)

Number

Real time

Sprint

Lookup

Assigned sprint

Null = backlog

MIT Today

Checkbox

Most Important Task

Due Date

Date

Deadline

Automation Status

Select

Automation level

Manual, Semi-automated, Automated

Template Required

Lookup

Resource needed

Blocked By

Text

What’s stopping

Where Left Off

Text

Continuity note

Actual Outcome

Text

What happened

Notes

Text

Additional context

There are no rows in this table

⁠

DB Sprints

Purpose: Time-boxed work periods (weekly)

Field

Type

Description

Notes

Sprint ID

Text (Primary)

Week identifier

Format: YYYY-WXX

Start Date

Date

Monday

End Date

Date

Sunday

Capacity (hrs)

Number

Available hours

Theme

Text

Sprint focus

Tasks

Lookup (Multi)

Assigned tasks

Reverse lookup

Planned Billable

Formula

Billable task hours

Sum of billable task estimates

Planned Learning

Formula

Learning task hours

Sum of learning task estimates

Billable %

Formula

Revenue focus

Planned Billable / Capacity

Learning Cap

Number

Max learning hours

Usually 5

Velocity

Number

Completion rate

Post-sprint calculation

Revenue Target

Currency

Sprint revenue goal

Outreach Target

Number

Touches goal

Experiments Active

Lookup (Multi)

Running tests

Key Decisions

Lookup (Multi)

Decisions made

Daily Threads

Lookup (Multi)

Daily logs

Reverse lookup

Retrospective

Text

What we learned

Handoff to Next

Text

Continuity notes

There are no rows in this table

⁠

DB Daily Thread

Purpose: Daily continuity and memory system

Field

Type

Description

Notes

Thread ID

Text (Primary)

Daily identifier

Format: YYYY-MM-DD

Date

Thread date

Sprint

Lookup

Current sprint

Morning Energy

Scale (1-5)

Start energy

Yesterday Handoff

Text

What was left

Copy from previous evening

MIT 1

Lookup

Most important #1

To Tasks

MIT 2

Lookup

Most important #2

To Tasks

MIT 3

Lookup

Most important #3

To Tasks

Open Loops

Text

Unfinished items

Tomorrow Setup

Text

Prep for tomorrow

Evening Energy

Scale (1-5)

End energy

Blockers

Text

What stopped progress

Wins

Text

Achievements

Gratitude

Text

Daily practice

Morning Done

Checkbox

Ritual complete

Evening Done

Checkbox

Ritual complete

Notes

Text

Additional thoughts

There are no rows in this table

⁠

5. Knowledge & Learning Tables

DB Ideas

Purpose: Capture and develop potential initiatives

Field

Type

Description

Notes

Idea ID

Text (Primary)

Unique identifier

Title

Text

Idea name

Description

Text

Full concept

Category

Select

Idea type

Product, Service, Process, Content

Stage

Select

Development stage

Idea, Opportunity, Experiment, Active, Archived

Potential Value

Scale (1-5)

Value estimate

Effort Required

Scale (1-5)

Work estimate

ICE Score

Formula

Impact × Confidence × Ease

Related Venture

Lookup

Potential home

Experiment

Lookup

If testing

Created Date

Date

When captured

Next Action

Text

What to do next

Notes

Text

Additional thoughts

There are no rows in this table

⁠

DB Experiment Log

Purpose: Hypothesis-driven testing framework

Field

Type

Description

Notes

Name

Text (Primary)

Experiment name

Experiment ID

Text

Unique identifier

Format: H-XXX

Hypothesis

Text

What we believe

Category

Select

Test type

Offer, Process, Channel, Pricing

ICE Score

Number

Prioritization

Impact × Confidence × Ease

Test Description

Text

How we’ll test

Success Metrics

Text

What defines success

Target Sample

Number

Data needed

Start Date

Date

Test begins

End Date

Date

Test ends

Actual Results

Text

What happened

Decision

Select

Outcome

Continue, Pivot, Kill

Cost

Currency

Test investment

Time Invested

Number

Hours spent

Next Action

Text

What’s next

Venture

Lookup

Related venture

Projects

Lookup (Multi)

Related work

Sprint

Lookup

When tested

Notes

Text

Additional context

There are no rows in this table

⁠

DB Decision Journal

Purpose: Document important decisions with context

Field

Type

Description

Notes

Decision ID

Text (Primary)

Unique identifier

Date

When decided

Decision

Text

What was decided

Context

Text

Why this matters

Options Considered

Text

Alternatives

Criteria

Text

Decision factors

Outcome Expected

Text

What we hope

Outcome Actual

Text

What happened

Project

Lookup

Related project

Deal

Lookup

Related deal

Offer

Lookup

Related offer

Engagement

Lookup

Related engagement

Retrospective

Text

Looking back

Lesson Learned

Text

Key takeaway

There are no rows in this table

⁠

DB Resources

Purpose: Reference materials and tools

Field

Type

Description

Notes

Resource ID

Text (Primary)

Unique identifier

Name

Text

Resource name

Type

Select

Resource category

Doc, Tool, Course, Book, Video

URL

Link to resource

Description

Text

What it’s about

Key Takeaways

Text

Main points

Topics

Lookup (Multi)

Related tags

Projects

Lookup (Multi)

Where used

Rating

Scale (1-5)

Usefulness

Notes

Text

Additional thoughts

There are no rows in this table

⁠

DB Template Performance

Purpose: Track effectiveness of templates

Field

Type

Description

Notes

Performance ID

Text (Primary)

Unique identifier

Template

Lookup

Resource template

Date Used

Date

When deployed

Context

Text

Usage situation

Channel

Select

Where used

Email, LinkedIn, etc.

Response Rate

Percent

Reply percentage

Conversion Rate

Percent

Success percentage

A/B Version

Text

Test variant

Sample Size

Number

Times used

Notes

Text

Observations

There are no rows in this table

⁠

DB KPIs

Purpose: Key performance indicators tracking

Field

Type

Description

Notes

KPI ID

Text (Primary)

Unique identifier

Name

Text

Metric name

Category

Select

KPI type

Revenue, Pipeline, Operations, Learning

Formula

Text

How calculated

Target

Number

Goal value

Current

Number

Latest value

Period

Select

Measurement period

Daily, Weekly, Monthly, Quarterly

Status

Select

Performance

On Track, At Risk, Off Track

Venture

Lookup

Related venture

Dashboard Position

Number

Display order

Notes

Text

Additional context

There are no rows in this table

⁠

DB OKRs

Purpose: Objectives and Key Results

Field

Type

Description

Notes

Objective

Text (Primary)

What we want

Key Results

Text

Measurable outcomes

Quarter

Select

Time period

Q1, Q2, Q3, Q4

Year

Number

Which year

Status

Select

Current state

On Track, At Risk, Off Track

Progress

Percent

Completion

Ventures

Lookup (Multi)

Related ventures

Projects

Lookup (Multi)

Supporting projects

Owner

Text

Who’s responsible

Notes

Text

Additional context

There are no rows in this table

⁠

DB Prompt Library

Purpose: Reusable AI prompts

Field

Type

Description

Notes

Prompt ID

Text (Primary)

Unique identifier

Name

Text

Prompt name

Category

Select

Prompt type

Analysis, Writing, Strategy, Coding

Prompt Text

Text

The actual prompt

Variables

Text

Dynamic elements

{{context}}, {{goal}}, etc.

Use Cases

Text

When to use

Model Tested

Text

GPT-4, Claude, etc.

Performance

Scale (1-5)

Effectiveness

Examples

Text

Sample outputs

Notes

Text

Tips and tricks

There are no rows in this table

⁠

6. Financial Tables

DB Finance Snapshot

Purpose: Financial health tracking

Field

Type

Description

Notes

Date

Date (Primary)

Snapshot date

Monthly or as needed

Cash On Hand

Currency

Available funds

Monthly Burn

Currency

Operating expenses

Monthly Revenue

Currency

Income this month

Runway Weeks

Formula

Survival time

(Cash On Hand / Monthly Burn) × 4.33

Pipeline Value

Formula

Open deals total

Sum from Deals

Active MRR

Formula

Recurring revenue

Sum from Engagements

Accounts Receivable

Currency

Owed to us

Accounts Payable

Currency

We owe

Notes

Text

Context/concerns

There are no rows in this table

⁠

DB Expenses

Purpose: Track spending

Field

Type

Description

Notes

Expense ID

Text (Primary)

Unique identifier

Date

When incurred

Category

Select

Expense type

Tools, Marketing, Education, Operations

Vendor

Text

Who we paid

Amount

Currency

Cost

Description

Text

What for

Project

Lookup

If project-specific

Venture

Lookup

If venture-specific

Recurring

Checkbox

Monthly/annual

Receipt URL

URL

Documentation

Reimbursable

Checkbox

Client billable

Notes

Text

Additional context

There are no rows in this table

⁠

Key Formulas

Inheritance Formulas

Projects → Type: If(Engagement.IsNotBlank(), "Client Delivery", [Type])

Projects → Billable: Engagement.IsNotBlank() OR Type = "Client Delivery"

Projects → Revenue Expected: Engagement.[Contract Value] / Engagement.Projects.Count()

Tasks → Type: Project.Type

Tasks → Billable: Project.Billable

Sprint Calculations

Planned Billable Hrs: Tasks.Filter(Sprint = thisRow AND Project.Billable = true).Sum([Estimate (hrs)])

Planned Learning Hrs: Tasks.Filter(Sprint = thisRow AND Project.Type = "Learning").Sum([Estimate (hrs)])

Billable %: If([Capacity (hrs)] = 0, 0, [Planned Billable Hrs] / [Capacity (hrs)])

Learning Over Cap: [Planned Learning Hrs] > [Learning Cap]

Financial Calculations

Runway Weeks: If([Monthly Burn] > 0, [Cash On Hand] / [Monthly Burn] * 4.33, 0)

Deal Weighted Value: [Value (Est)] * [Probability]

Project Margin: [Revenue Expected] - [Expense Actual]

Organization LTV: Engagements.Filter(Organization = thisRow).Sum([Contract Value])

Active MRR: Engagements.Filter(Status = "Active").Sum([MRR])

Pipeline Value: Deals.Filter(Stage != "Won" AND Stage != "Lost").Sum([Value (Est)])

Performance Metrics

Engagement Health: Average([NPS Score]/2, [Deliverables].[Approval Status = "Approved"].Count() / [Deliverables].Count() * 5)

Template Response Rate: [Touchpoints Using Template].Filter([Reply Received] = true).Count() / [Touchpoints Using Template].Count()

Experiment ROI: ([Actual Results Value] - [Cost]) / [Cost]

Task Velocity: [Actual (hrs)] / [Estimate (hrs)]

Implementation Guide

Phase 1: Foundation (Day 1)

Create Lookup Tables

DB Outcomes (4 rows: Billable, Pre-Revenue, Learning, Ops)

DB Topics (create hierarchy for Industries, Channels, Personas, Tools)

DB Areas (your functional domains)

Build Business Architecture

DB Ventures

DB Offers

DB Service Blueprints

DB Workflows

DB Process Templates

DB Resource Templates

Set Up Core Relationships

Ventures → Offers (one-to-many)

Offers → Service Blueprints (one-to-many)

Service Blueprints → Workflows (one-to-many)

Workflows → Resource Templates (many-to-many)

Phase 2: Commercial Layer (Day 2)

Create CRM Tables

DB Organizations

DB People

DB ICP Segments

DB Deals

DB Engagements

DB Touchpoints

Build Delivery Tables

DB Deliverables

DB Results

Connect Commercial Relationships

Organizations → People (one-to-many)

Organizations → Deals (one-to-many)

Deals → Engagements (one-to-one when won)

Engagements → Deliverables (one-to-many)

Engagements → Results (one-to-many)

Phase 3: Execution Layer (Day 3)

Create Work Tables

DB Projects

DB Tasks

DB Sprints

DB Daily Thread

Set Up Work Relationships

Engagements → Projects (one-to-many)

Projects → Tasks (one-to-many)

Sprints → Tasks (one-to-many)

Tasks → Deliverables (many-to-one)

Phase 4: Knowledge & Optimization (Day 4)

Build Learning Tables

DB Ideas

DB Experiment Log

DB Decision Journal

DB Resources

DB Template Performance

DB KPIs

DB OKRs

DB Prompt Library

Create Financial Tables

DB Finance Snapshot

DB Expenses

Phase 5: Views & Dashboards (Day 5)

Create Primary Views

Enterprise HQ (command center)

Pipeline Board (Deals by stage)

Active Engagements (client work)

Sprint Board (Tasks by status)

Daily Thread (today’s focus)

Build Dashboards

Financial Health (runway, MRR, burn)

Pipeline Metrics (value, velocity, conversion)

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