> ## Documentation Index
> Fetch the complete documentation index at: https://docs.horizonmanaged.com/llms.txt
> Use this file to discover all available pages before exploring further.

# NexusPulse (SMART Numbers)

> TruMethods-aligned MSP KPI engine — auto-collected inputs, dozens of graded KPIs, enterprise value, and a monthly scorecard

NexusPulse is the MSP KPI engine, implementing the TruMethods **SMART Numbers**
methodology. Each month it collects raw input metrics about your MSP — seats,
agreements, tickets, revenue, expenses, sales activity — and computes dozens of
derived KPIs (margins, leverage ratios, profit, business-health scores, and
enterprise value), grades them against industry targets, and surfaces actionable
findings in the SMART Numbers Command Center.

Open it at `/performance`.

## When to use it

* Monthly business review — read net profit %, MRR margin, Rule of 40, and AISP
  against TruMethods benchmarks.
* Diagnose operational efficiency (RHEM, reactive tickets per seat, close %).
* Track sales-motion health (dials per appointment, close rate, net MRR gain).
* Estimate what the business is worth (Enterprise Value from trailing net profit).
* Generate a saved monthly performance report to track over time.

## Where the numbers come from

* **Auto-collected** from NEXOS CORE: seats (product assignments), agreements and
  MRR changes (contracts), staff/roles (users), reactive tickets and time
  (helpdesk), and sales activity (CRM, quotes).
* **From QuickBooks** — revenue and all expense categories come from the QBO
  Profit & Loss, summed by your account mappings.
* **Manual overrides** — any input you edit is respected on the next collection.

The monthly run collects inputs, applies your overrides, computes the KPIs, and
saves the snapshot; a background job finalizes the prior month automatically.

## Scorecard and analysis

Each KPI is graded **green / yellow / red** against TruMethods target bands, and
the analyzer emits prioritized findings with a plain-English diagnosis, dollar
impact, and a recommended action that deep-links into the relevant tool.
**Enterprise Value** rolls monthly snapshots into quarters and applies a
net-profit-based multiplier.

## Good to know

<Warning>
  **Connect and map QuickBooks for accurate margins.** Without QBO connected and
  accounts mapped, all expense categories fall back to **0** — so every margin,
  profit, and expense KPI is unreliable until then. Revenue still derives from
  contracts and invoices.
</Warning>

* The monthly **executive summary is rule-based, not AI-generated** today.
* Year-over-year metrics need a prior-year snapshot before they populate.
* Grading bands and a few unit-economics assumptions are fixed to TruMethods
  defaults, not tenant-tunable.