Data Map — How Our Numbers Are Built
One source of truth in, every report out — nothing copied or pasted.
The database stores only raw source data. Every number is
recomputed from source by a formula when you view it. Click any
source to follow its arrows to the reports it feeds (and which
columns), or any report to see its lineage and publish checklist.
This map covers where data comes from; the
Report Calendar covers
when each report is due, who signs it, and what's holding it up.
Sources
40
Reports
33
Lineage lines
148
Confirmed
130
Needs sourcing
18
Sources
Raw inputs
Excel tabs, uploaded bank/brokerage statements, QuickBooks, tax docs.
Ingestion
Importers / parsers
One importer per source. UPSERT by stable key; columns mapped by header name.
Raw Store
Postgres — raw only
Stores ONLY raw source values. No derived numbers are ever saved.
Formulas
Service layer
Every derived figure recomputed here at query time — the audit trail from source to number.
Reports
Outputs
Dashboards & reports. Nothing copied or pasted — each line traces back to a source column.
How data arrives:
Excel workbook
Uploaded statement
Live API
Internal process
Policy input
In-app data entry
Mapping / config
Flow Map — Source → Report
Sources
Reports
━ confirmed flow
┅ flow needs sourcing
Numbers on arrows = columns carried from that source into the report.
Arrives as (how):
Who inputs:
Where:
Cadence:
Review & sign-off:
Ingested by:
Which columns flow to which report
No reports wired to this source yet — it lights up as reports are added.
Publish Checklist
Who does what — each week
—
Computed in:
Sources:
| Report line | Formula | Source columns | Status |
|---|---|---|---|
|
|
✓ NEEDS SRC |