Fifteen product demos built on one idea: a fundamental analyst ramping on a company needs to know what the company is, what the debate is, and whether management's numbers can be trusted — and every claim should be one click from its primary source. Each demo runs on real, machine-extracted Salesforce data.
Card titles open the local copy (demos/<name>/index.html, fully
self-contained — works from file:// too); the artifact ↗ link opens the
published version on claude.ai.
The week-one work: what the company is, how it got here, what the words mean.
The week-one primer: business model, revenue structure, M&A, capital allocation, governance, live debates.
A decade in one cited chronology — deals, targets, the activist margin pivot, the AI era.
The vocabulary with its full definition-change history — where time series silently break.
Conversational access with fiscal-calendar awareness and click-through citations.
Before building guidance into a model, measure how guidance has behaved.
321 guides scored against actuals: non-GAAP EPS beaten 51 of 52 times; GAAP margin missed 12 of 20.
Long-term promises traced to resolution — including the $50B FY26 target that quietly vanished.
What the street keeps asking, and which questions got answered — theme heatmap + evasion ratings.
Eleven years of comp plans: the growth-to-margin pivot and the AI multiplier, in what the board pays for.
Canonical, cited data an analyst can put straight into a model.
Ten years of every deck-disclosed metric — revenue by cloud across three renamings, cRPO, margins, ARR — each value one click from its slide.
Bernstein's Excel model mapped line-by-line to primary data, with a penny-level tie-out and its quirks documented.
What the 34% margin is made of: the SBC/amortization/restructuring wedge, quarter by quarter, definitions included.
Every verbatim deal-deck promise for MuleSoft, Tableau, Slack, Informatica — scored against what was later disclosed.
What a production system regenerates every quarter, automatically.
Word-level redlines of risk factors and MD&A, ranked by materiality — including the generative-AI risk debut.
FY27 Q1 in one page: the print, structural breaks, every guidance move, redlines, and the street's questions.
Walk into the FY27 Q2 call briefed: guidance in play, the sell-side setup, unresolved questions, what to listen for.