Control layer

SourceTruthOS

Can we trust the number, and where did it come from?

Without SourceTruthOS, IntelligenceOS becomes another dashboard with disputed numbers.

Data Trust Rules

SourceTruthOS governs metric definitions, source systems, import status, API status, data owner, confidence, conflicts, and manual overrides.

Imported Discovery DataAPI Connection Required

Metric definitions

Source system

Import status

API status

Last updated date

Data owner

Confidence level

Conflicting sources

Manual override log

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Discovery requested source-of-truth KPI workbook, daily KPI trackers, April and May conversion trackers, monthly KPI tracker, WBR files, churn/pause/cancellation data, membership trend data, staff-level conversion data if available, package/booster/product/rebooking data, no-sale reasons, cancellation reasons, and Absorb/LMS reports.

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Metric Source Map

No metric is treated as live unless the source status is `Live API Connected`.

Answer Rate

Imported Discovery Data

Source System

Selected phone platform

API Requirement

Phone system API

Business Value

Revenue capture, conversion, LTV

Notes

Imported from discovery. API connection required via selected phone platform for live answer rate, missed calls, callback SLA, call recordings, and recovery analytics.

Missed Call Recovery

Imported Discovery Data

Source System

Selected phone platform + SMS + Boulevard

API Requirement

Phone API, SMS API, Boulevard booking API

Business Value

Revenue recovery

Notes

Imported discovery finding that 7 of 9 studios missed the Week 1 shopper call. Real-time analytics require phone, SMS, and booking outcomes.

Membership Conversion

Imported tracker request

Source System

Boulevard

API Requirement

Boulevard membership + appointment + client API

Business Value

Recurring revenue, LTV

Notes

Discovery requested conversion trackers. API connection required via Boulevard for live membership analytics.

Rebook Rate

Imported tracker request

Source System

Boulevard

API Requirement

Boulevard appointment API

Business Value

Retention, second-visit activation

Notes

Discovery requested package/booster/product/rebooking data. API connection required via Boulevard for live rebook analytics.

Product Attachment

Imported tracker request

Source System

Boulevard POS / product sales

API Requirement

Boulevard transaction/product API

Business Value

Margin, care-plan adherence

Notes

API connection required via Boulevard for live product sale and care-plan adherence analytics.

Package Conversion

Imported tracker request

Source System

Boulevard package sales

API Requirement

Boulevard package/payment API

Business Value

Cash collection, commitment to care path

Notes

API connection required via Boulevard for live package and payment analytics.

Churn / Pause / Cancellation

Imported tracker request

Source System

Boulevard membership status and cancellation reason

API Requirement

Boulevard membership API

Business Value

Retention, LTV

Notes

Discovery requested churn, pause, cancellation, and cancellation reason data.

Training Completion

Imported tracker request

Source System

Absorb / LMS

API Requirement

LMS export or API

Business Value

Adoption, consistency

Notes

Discovery requested Absorb/LMS reports. API connection required via Absorb/LMS for live training completion and certification analytics.

Manager Coaching Completion

Manual / platform-native

Source System

IntelligenceOS coaching logs

API Requirement

No external API required after app launch

Business Value

Operating consistency

Notes

Platform-native once manager coaching workflows are used inside IntelligenceOS.

Commitment Compliance

Platform-native

Source System

IntelligenceOS CommitmentOS

API Requirement

No external API required after app launch; external events can create commitments

Business Value

Execution accountability

Notes

Universal operating score. External events can create commitments, but the compliance model is platform-native.

Studio Contribution Margin

Imported Discovery Data

Source System

Accounting / P&L + Boulevard POS / transactions + payroll / scheduling

API Requirement

Accounting / P&L, Boulevard POS / transactions, payroll / scheduling, manual lease / occupancy cost import

Business Value

Contribution margin, EBITDA quality, enterprise value

Notes

Imported discovery finding that field behaviors may dilute intended economics. API connection required via finance, payroll, and Boulevard systems for realtime margin analytics.

Labor Yield

API Connection Required

Source System

Payroll / scheduling + Boulevard appointments + staff attribution

API Requirement

Payroll / scheduling system, Boulevard appointments, Boulevard staff attribution

Business Value

Provider-hour economics, labor efficiency, EBITDA quality

Notes

MarginOS should not be treated as live until payroll, scheduling, provider-hour, and appointment data are connected.

Retention Margin Quality

Imported Discovery Data

Source System

Boulevard memberships + appointments + POS + accounting / P&L

API Requirement

Boulevard membership, appointment, POS, cancellation / pause data, SMS/email outcomes, accounting / P&L

Business Value

LTV quality, contribution margin, retention economics

Notes

Imported finding: retention pursued without margin logic is a medium/high risk because revenue quality may suffer.

Metric	Status	Source System	API Requirement	Business Value	Notes
Answer Rate	Imported Discovery Data	Selected phone platform	Phone system API	Revenue capture, conversion, LTV	Imported from discovery. API connection required via selected phone platform for live answer rate, missed calls, callback SLA, call recordings, and recovery analytics.
Missed Call Recovery	Imported Discovery Data	Selected phone platform + SMS + Boulevard	Phone API, SMS API, Boulevard booking API	Revenue recovery	Imported discovery finding that 7 of 9 studios missed the Week 1 shopper call. Real-time analytics require phone, SMS, and booking outcomes.
Membership Conversion	Imported tracker request	Boulevard	Boulevard membership + appointment + client API	Recurring revenue, LTV	Discovery requested conversion trackers. API connection required via Boulevard for live membership analytics.
Rebook Rate	Imported tracker request	Boulevard	Boulevard appointment API	Retention, second-visit activation	Discovery requested package/booster/product/rebooking data. API connection required via Boulevard for live rebook analytics.
Product Attachment	Imported tracker request	Boulevard POS / product sales	Boulevard transaction/product API	Margin, care-plan adherence	API connection required via Boulevard for live product sale and care-plan adherence analytics.
Package Conversion	Imported tracker request	Boulevard package sales	Boulevard package/payment API	Cash collection, commitment to care path	API connection required via Boulevard for live package and payment analytics.
Churn / Pause / Cancellation	Imported tracker request	Boulevard membership status and cancellation reason	Boulevard membership API	Retention, LTV	Discovery requested churn, pause, cancellation, and cancellation reason data.
Training Completion	Imported tracker request	Absorb / LMS	LMS export or API	Adoption, consistency	Discovery requested Absorb/LMS reports. API connection required via Absorb/LMS for live training completion and certification analytics.
Manager Coaching Completion	Manual / platform-native	IntelligenceOS coaching logs	No external API required after app launch	Operating consistency	Platform-native once manager coaching workflows are used inside IntelligenceOS.
Commitment Compliance	Platform-native	IntelligenceOS CommitmentOS	No external API required after app launch; external events can create commitments	Execution accountability	Universal operating score. External events can create commitments, but the compliance model is platform-native.
Studio Contribution Margin	Imported Discovery Data	Accounting / P&L + Boulevard POS / transactions + payroll / scheduling	Accounting / P&L, Boulevard POS / transactions, payroll / scheduling, manual lease / occupancy cost import	Contribution margin, EBITDA quality, enterprise value	Imported discovery finding that field behaviors may dilute intended economics. API connection required via finance, payroll, and Boulevard systems for realtime margin analytics.
Labor Yield	API Connection Required	Payroll / scheduling + Boulevard appointments + staff attribution	Payroll / scheduling system, Boulevard appointments, Boulevard staff attribution	Provider-hour economics, labor efficiency, EBITDA quality	MarginOS should not be treated as live until payroll, scheduling, provider-hour, and appointment data are connected.
Retention Margin Quality	Imported Discovery Data	Boulevard memberships + appointments + POS + accounting / P&L	Boulevard membership, appointment, POS, cancellation / pause data, SMS/email outcomes, accounting / P&L	LTV quality, contribution margin, retention economics	Imported finding: retention pursued without margin logic is a medium/high risk because revenue quality may suffer.