WrxFlo EOSPerformanceIntegrations

Performance

Integration Architecture

Every KPI in the EOS declares its source. This page describes the integration architecture — how data flows from upstream systems into the KPI Dictionary, historical store and dashboards.

Sources

7

Live

4

Planned

1

KPIs piped

16

Sage Intacct

Connected

Finance · Owner CFO · INT-SAGE

System of record for finance — ARR, revenue, margin, cash position and rolling forecasts feed the Enterprise Scorecard and SaaS Metrics.

Nightly · 02:00 UTC OAuth 2.0 — service account

Endpoints

  • GET/api/finance/arr— Period ARR snapshot
  • GET/api/finance/cash— Cash position & runway
  • GET/api/finance/cohorts— Retention cohorts

Feeds these KPIs

Monday CRM

Connected

CRM · Owner Ryan O'Reilly · INT-MONDAY

Pipeline, opportunities, win rate and forecast feed the Sales function workspace and revenue forecast.

Every 4 hours API token

Endpoints

  • GET/api/crm/pipeline— Live pipeline + stage
  • GET/api/crm/opportunities— Opportunity detail
  • GET/api/crm/forecast— Weighted forecast

Feeds these KPIs

ClickUp

Connected

Delivery · Owner Head of Delivery · INT-CLICKUP

Project delivery, utilisation, capacity and project health feed the Delivery function workspace and Project Governance meeting.

Hourly OAuth 2.0

Endpoints

  • GET/api/delivery/projects— Active project RAG
  • GET/api/delivery/utilisation— Billable utilisation
  • GET/api/delivery/capacity— Capacity vs demand

Feeds these KPIs

CSV Upload Centre

Live

Data · Owner Jennifer Kelly · INT-CSV

Manual ingestion path for CS, HR, Security and any KPI without an upstream API. Mapped to KPI fields and stored historically.

On upload Authenticated app session

Endpoints

  • POST/api/kpi/upload— Stage CSV for mapping
  • POST/api/kpi/commit— Commit historical values

Feeds these KPIs

Power BI

Planned

Data · Owner CFO · INT-POWERBI

Pushes EOS-curated metrics to executive Power BI workspaces for analyst self-service.

Daily Service principal

Endpoints

  • POST/api/export/powerbi— Dataset refresh trigger

Feeds these KPIs

No KPIs piped yet.

HubSpot

Future

CRM · Owner Head of Marketing · INT-HUBSPOT

Marketing automation and inbound lead data; complement to Monday CRM if adopted.

TBD OAuth 2.0

Feeds these KPIs

No KPIs piped yet.

Jira

Future

Delivery · Owner Head of Engineering · INT-JIRA

Engineering delivery telemetry alongside ClickUp for product squads.

TBD OAuth 2.0

Feeds these KPIs

No KPIs piped yet.

Reference data flow

Source System → Connector → Validation → KPI Store (historical) → Dictionary / Dashboards
    Sage Intacct ┐
    Monday CRM   ├─► Connector ─► Schema validation ─► kpi_values (period, value, dimension)
    ClickUp      │                                          │
    CSV Upload  ─┘                                          ├─► /performance/scorecard
                                                            ├─► /performance/saas
                                                            ├─► /performance/functional
                                                            └─► /functions/{slug}