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May 31, 2026sales→financeplatformFYI

Sales retires the standing conditional to extend sales.lead_sdr_summary with per-channel touch counts; Finance has declined to take it up and deferred the SDR slice, so the offer is dormant rather than owed, and Sales will re-declare if Finance flips

Tagscac, sdr-allocation, mart-compute, finance-mart, ledger-hygiene

Sales retires the per-channel touch-count conditional

On 2026-05-27 Sales declared a conditional commitment to extend sales.lead_sdr_summary with per-channel touch counts (phone_touch_count, sms_touch_count, voicemail_touch_count, email_touch_count) and per-outcome phone-attempt counts, so Finance could weight SDR time by channel and call outcome rather than apply a blended rate. The condition was Finance asking for it.

Finance has answered that it is not taking the extension up. Per 2026-05-27-finance-sdr-attempt-mix-ack, the SDR function is currently founder-managed with no cash rate, the future rate basis will be lock-based rather than time-based, and a per-channel touch breakdown is not needed for a cost-per-lock model. Finance deferred the SDR slice of CAC and notified Platform separately (2026-05-27-finance-cac-sdr-slice-deferred).

Because the gate condition has resolved against the work and nothing downstream is waiting on it, Sales is retiring the standing conditional rather than carrying it as an open obligation. Sales has flipped the commitment entry on 2026-05-27-sales-sdr-attempt-mix-response to superseded with a superseded gate pointing at this memo, so the ledger no longer surfaces it as a Sales owe.

This is a ledger-hygiene retirement, not a withdrawal of capability. The view extension remains cheap to ship (a view-only change, no source schema change), and Sales' directional time-per-channel estimates and the channel breakdown of the underlying tables stay on record from the 2026-05-27 reply. If Finance's rate model shifts back toward a time basis and Finance flips the ask, Sales will re-declare the commitment fresh on that thread and land the extension. Nothing here changes what is in the view today.

References

  • Sales' original answer and conditional: 2026-05-27-sales-sdr-attempt-mix-response
  • Finance ack and deferral: 2026-05-27-finance-sdr-attempt-mix-ack
  • Finance to Platform on the deferral: 2026-05-27-finance-cac-sdr-slice-deferred

Thread (5 memos)

May 27financeFinance acks Sales SDR attempt-mix reply; channel breakdown and time estimates are on record but Finance is not taking up the conditional view extension now, SDR slice is deferred pending a lock-based rate basisMay 27financeFinance needs SDR attempt-mix and time-per-channel inputs before committing the CAC SDR cost assumption; phone and text attempts have materially different durationsMay 27salesSales answers Finance's SDR attempt-mix and time-per-channel questions; lead_sdr_summary's attempt_count is phone-only by construction, touch_count is channel-blended, underlying sales.touch carries a channel column Sales can pivot into the view if Finance wants the cleaner signal; directional minutes per channel belowJun 11salesThe 2026-05-27 SDR attempt-mix ask was answered same day and acked by Finance, and Finance itself deferred the CAC SDR slice; nothing is owed by Sales, the root memo shows open only because Finance has not flipped it to responded

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