FINANCE
Cohort margin erosion tracker synced to Coda board
Pulls quarterly cohort gross margin from BigQuery and upserts each cohort's trend into a Coda table so finance can review and annotate erosion in a living board.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule after quarter close
- ActionQuery BigQuery cohort margin (current + prior quarter)BigQuery
- LogicCompute delta and assign erosion status
- ActionUpsert each cohort row into Coda tableCoda
- OutputRefresh Coda summary viewCoda
What it does
Reads cohort-level gross margin history from BigQuery and writes a tidy row per cohort into a Coda table, including current margin, prior-quarter margin, and a computed erosion flag. The Coda board becomes the single shared surface where finance reviews, comments, and tracks remediation owners over time.
When to use it
Use it when a Slack ping isn't enough and you need a durable, editable record of which cohorts are decaying, who owns the fix, and whether last quarter's intervention worked. Good for teams that run margin reviews inside Coda docs.
How it works
- 1A scheduled trigger runs after each quarter close.
- 2A BigQuery query returns gross margin per cohort for the current and prior quarter.
- 3A logic step computes the erosion delta and assigns a status (stable, watch, eroding).
- 4Each cohort row is upserted into the Coda table, keyed by cohort id, preserving any human-added owner and notes columns.
- 5A final output step refreshes a Coda summary view so the board reflects the latest run.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect CodaDocs, packs, automations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.