Project APEX · Executive Intelligence

Company HealthAPEX

Explainable composite score across cash, growth, profitability, collections, technology, marketing, people, compliance, data quality, controls, integration health, and risk.

Project APEX Planning Surface — demonstration framework only. No production data, no live AI inference, no financial actions.
Primary decision question
What is financially unhealthy, and what would improve the score?

Overall health (demonstration framework)

Overall Company Health
A
92/100
+3 pts
Stress · Low94% confDemo data
A higher score requires resolving one unreconciled account, addressing two declining-margin clients, filing two open sales-tax returns, and consolidating three unused software seats. Expected lift on full remediation: +4 pts → 96.

Component sub-scores

Each component publishes score, drivers, detractors, weight, and expected lift on remediation.

Cash
weight 15%
95
/100
Driver · Strong reserves and clean bank reconciliation.
Detractor · Two enterprise invoices >40 days.
Growth
weight 12%
90
/100
Driver · Renewals up 14% YoY; TX expansion.
Detractor · One lost client this quarter.
Profitability
weight 15%
93
/100
Driver · Campaign 18 contribution profit.
Detractor · Two declining-margin clients.
Collections
weight 10%
84
/100
Driver · Mid-market bucket on-time.
Detractor · Enterprise 40+d aging.
Technology
weight 6%
88
/100
Driver · Consolidation savings identified.
Detractor · Three unused software seats.
Marketing
weight 8%
91
/100
Driver · ROAS 3.2x blended.
Detractor · Meta payback slipping.
People
weight 10%
94
/100
Driver · Capacity healthy; hiring affordable.
Detractor · Two training budgets underused.
Compliance
weight 8%
88
/100
Driver · Filings current in 4 of 6 states.
Detractor · Two open sales-tax returns.
Data Quality
weight 6%
96
/100
Driver · Bank and payroll sync green.
Detractor · CRM sync delayed 3h.
Controls
weight 5%
92
/100
Driver · Approval policies active.
Detractor · One dormant approval rule.
Integration Health
weight 3%
89
/100
Driver · 10 of 12 integrations green.
Detractor · Two warnings on CRM.
Risk
weight 2%
82
/100
Driver · No high-severity items outstanding.
Detractor · Client concentration 24%.

Standards every component must publish

  • 0–100 sub-score with weight
  • Drivers lifting the score, detractors lowering it
  • Evidence records linking back to source data
  • Expected lift if recommended actions are taken
  • Trend vs prior period and rolling four periods
  • Confidence and data freshness