Clearing · Overview
Weekly Growth review · ISO week undefined · undefined undefined · undefined · Generated undefined
Clearing is the marketplace's central balance: are we creating enough demand to feed the resellers we've signed, and does that demand actually get bought? The North Star is blunt — every lead we manufacture sells, and sells several times over: 100% sell-through, around three buyers each, fast — and everything in this section measures the distance to it. Whether that clearing is profitable is a different hat (Profitability); here we're driving revenue, not judging margin.
Right now it fails on every dimension, and they compound. We're signing supply faster than we're creating demand — 54 resellers against ~20 requirements a week, a balance of 0.37 against a 0.50 floor — so resellers don't get enough to stay engaged (the hollowing on the supply base). The demand we do create only half-clears — about one requirement in two sells a single lead — because supply is thin in exactly the categories demand is growing into. And what does clear, clears slowly and shallowly — barely 3% of requirements ever reach three buyers.
The "so what": the fix isn't more resellers — it's more requirements (from the build pipeline, where completion is leaking) and deeper supply in the rising categories. This overview is the scorecard; each dimension has its own page below.
Fact · Cause · Action
AI-generated — stub. The market is oversupplied with resellers and short of demand, and the demand it has only half-clears, slowly. The two together are the most important problem in the review. Neither fix lives in this section: one is upstream in the build pipeline, the other in supply recruitment. Each row links to the page that proves it.
| Dimension | Fact | Cause | Proposed action |
|---|---|---|---|
| Balance & liquidity | 0.37 requirements per active reseller, under the 0.50 floor and falling every month; resellers average one new requirement a fortnight. | Reseller acquisition (42 → 54) has outrun requirement volume (18 → 20) — too little demand for the supply we've signed. | Hold reseller acquisition flat; grow the numerator instead. This is the base-hollowing on the supply side. |
| Sell-through & fan-out | Half of requirements (10 of 20) sell nothing at all — mobile clears 78%, while broadband/WAN (33%), IoT and landline (0%) barely move. | Supply depth follows mobile, not the rising categories — 38 resellers match a mobile requirement, only 5 match IoT — so higher-value requirements have too few to buy them. | Recruit supply for broadband/WAN and IoT (rising in composition) — a targeted supply acquisition requirement. |
| Speed & experience | Barely 3% of requirements ever reach three buyers, after eleven days; half never get a single purchase. A one-provider 'comparison' is a poor experience. | Thin supply again — too few resellers to generate three competing purchases per requirement, and what clears skews to the slow windows. | Same supply fix; measure the trajectory to three-fast-for-everyone, not just the average. |
| Pricing & discount | Dear bands (£70+) take 18–22% discount and still clear nothing; the discount bill is ~£99/wk and climbing. | We discount the leads that don't clear — but the clustering shows discount is a response to non-clearing, not a driver of it. It's a supply gap, not a price one. | Hold discount on the bands that clear, stop chasing the ones supply can't serve, redirect the saving into recruiting supply. |
The five views
Clearing measures five distinct things. Each has its own page:
- Balance & liquidity — the north-star ratio of demand to supply, why it's falling, and the demand-volume tie to the build pipeline.
- Sell-through & fan-out — how much of the demand actually sells, by category, and whether the never-sell hardcore is shrinking.
- Speed & experience — how fast requirements reach one, two, three buyers, and the customer experience each rung gives.
- Pricing & discount — sell-through by price band, the clearing quadrant, and whether discount is buying clearance or leaking margin.
- Stock position — requirements as inventory: how much un-cleared stock we hold, how old it is, and whether the pile is growing.
Where to investigate next. Two threads, both off this section: lift requirement volume by fixing the build pipeline completion leak (moves the balance's numerator), and recruit supply for the broadband/WAN and IoT categories demand is growing into. Clearing is the scoreboard; the game is played on those two pages.