segment-rolluplisted
Install: claude install-skill JeffBrines/openfpa
# Segment Roll-Up (generated for Fox Factory)
## Why this skill exists
The standard openfpa skills model a single entity. Fox Factory reports **three
segments** (PVG, AAG, SSG) and, under ASU 2023-07, discloses **net sales and
Adjusted EBITDA per segment - but not segment COGS or operating income**
(`.fpa/business-profile.md`). The base engine has no segment concept, so this
skill was generated to bridge the gap. It cites these profile facts:
- Three reportable segments; segment metric is **Adjusted EBITDA**, not gross profit.
- Segment-level working capital, debt, and tax are **not disclosed** - those stay
consolidated. So segments drive the P&L down to Adjusted EBITDA only; the
consolidated layer owns everything below.
## The model shape
```
segment net sales + Adj EBITDA margin (PVG, AAG, SSG)
│ roll_up_segments() → total net sales + total Adj EBITDA
│ segments_to_channels(cogs_pct)→ revenue channels for the engine
▼
consolidated EntityConfig (blended COGS%, opex, D&A, capex, WC days, debt, tax)
│ cashflow_from_config()
▼
consolidated P&L + indirect cash flow (revenue → … → FCF)
```
## How to use
1. Build one `pyfpa.Segment` per segment from disclosed **net sales** and
**Adjusted-EBITDA margin** (`adjusted_ebitda / net_sales`).
2. `roll_up_segments(segments)` → total net sales + total Adjusted EBITDA.
**Reconcile that total to the disclosed segment-footnote total** - it must tie.
3. `segments_to_channe