See exactly what’s behind a financial number.

Open a result and follow its formula, linked variables and source records until you understand where it came from and why it changed.

A number is easier to trust when the path behind it is clear.

BBoard/Lineage · EBITDA Q4Edited just nowShare

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VariableTrendFormulaValueSourceRecord

Result

$EBITDA · Q4$ Gross profit−$ Opex$0.98MModel—

Calculation

$Gross profit$ Revenue−$ COGS$4.08MModel—

$Revenue$ Subscription+$ Services$5.80MStripe + NetSuite1,291 invoices

$Cost of revenue$ Hosting+$ Support$1.72MNetSuiteGL 5100, 5200

$Operating expenses$ Payroll+$ Vendors$3.10MNetSuiteGL 6000

Any result followed back through its calculations to the record it came from.

HOW IT WORKS

Tracing every number
to its source.

The value of lineage is finding the answer quickly when someone asks, “Where did that figure come from?”

01 / Follow the logic

Work backwards
From result to driver

Select gross margin and inspect revenue, COGS and the calculation that connects them for the chosen period.

The formula for the selected period
Linked variables one click away
Each step open to inspection

Gross margin · Q4= (Revenue − COGS) ÷ Revenue70.3%

Revenue · Q4Σ Bookings recognised$5.80M

COGS · Q4= Hosting + Support + Licences$1.72M

HostingMoved into COGS in March$496K

SupportHeadcount × cost$812K

02 / Reach the source

Reach the source
Down to the record

Follow total employee cost into salary assumptions, benefits and the people data used in the calculation.

Inputs traced to their source records
Dimensions shown along the path
The source system named for each record

Total employee cost · Jun= Salaries + Benefits + Payroll tax$2.91M

Salaries= Σ Employees.Salary ÷ 12$2.31M

EmployeesRippling · 142 records · synced 05:30142

MSA. Moreno · EngineeringRecord EMP-0412 · start Apr 1$14.2K / mo

Benefits= Salaries × 18%$416K

03 / Make confidence visible

Explanations to verify
The exact calculation path

Keep the calculation path visible when a board member challenges a metric or an agent needs to explain its answer.

A calculation path reviewers can check
Agents cite the same path
No rebuild needed to explain a figure

Where does the 70.3% gross margin on the board come from?

Oculon

Traced Board · Gross margin to the Revenue model

Step	Value
Gross margin = (Revenue − COGS) ÷ Revenue	70.3%
COGS = Hosting + Support + Licences	$1.72M
Hosting · NetSuite GL 5100	$496K

Every step opens in the model. Hosting rose $84K after the EU region launched.

IN PRACTICE

Built for the work
that matters.

BBoard/KPI · Gross MarginEdited just nowShare

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VariableTrendFormulaQ2Q3Q4

Result

%Gross margin$ Revenue−$ COGS72.8%72.4%70.3%

Calculation

$Revenue$ Subscription+$ Services$5.52M$5.72M$5.80M

$Cost of revenue$ Hosting+$ Support$1.50M$1.58M$1.72M

$Hosting$ NetSuite GL 5100$412K$418K$496K

$Support payroll$ Rippling$310K$318K$322K

A questioned KPI · Follow the reported result into its calculations and sources.Illustrative example · sample data

FAQs

What does Lineage show?

Lineage traces a number through the model to the inputs and source context behind it.

How is Lineage different from Audit Trail?

Lineage follows the basis of a number. Audit Trail records who changed what and when. They answer complementary questions.

How does Lineage support variance analysis?

It helps you follow a movement through its model drivers and source inputs, giving the investigation a clearer foundation.

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See the whole picture.

See exactly what’s behind a financial number.

Tracing every number
to its source.

Work backwards
From result to driver

Reach the source
Down to the record

Explanations to verify
The exact calculation path

Built for the work
that matters.

Gross margin 70.3%

FAQs

Your next chapter.
In full context.

See exactly what’s behind a financial number.

Tracing every numberto its source.

Work backwardsFrom result to driver

Reach the sourceDown to the record

Explanations to verifyThe exact calculation path

Built for the workthat matters.

Gross margin 70.3%

FAQs

Your next chapter.In full context.

Tracing every number
to its source.

Work backwards
From result to driver

Reach the source
Down to the record

Explanations to verify
The exact calculation path

Built for the work
that matters.

Your next chapter.
In full context.