Balance & liquidity
Weekly Growth review · ISO week undefined · undefined undefined · undefined · Generated undefined
The central number: are we creating enough demand to feed the resellers we've signed? Balance is fresh requirements per active reseller — below the 0.50 floor, resellers don't get enough to stay engaged. This page is why it's where it is, and why it's falling.
The balance — the north star
This week. 0.37 requirements per active reseller — under the floor and drifting further below it. So what: every reseller sees about one new requirement a fortnight, which isn't enough to keep them buying. This is the mechanism behind the base hollowing — a reseller with nothing to bid on lapses. Move this number and the supply churn eases with it. · AI stub
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LINE 4: from demo.market_clearing_kpi order by week_start
^Why the balance is falling — supply outran demand
This week. The lines are fanning apart — resellers up 42 → 54 while requirements sit flat at ~20. So what: we've been recruiting supply faster than we've been producing demand, and the flat demand line is the problem, not the rising supply one. And demand is flat for a knowable reason — the build pipeline converts only half its starts to a submitted requirement. That completion leak is where the evidence for "not enough requirements" lives; close it and this line turns up. · AI stub
Catalog Error: Table with name market_clearing_kpi does not exist!
Did you mean "information_schema.referential_constraints"?
LINE 5: from demo.market_clearing_kpi order by week_start
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