Sized the real serial-tracked install base on sale.order.line: ~138 units / ~136 customers across all funders (walkers 68, wheelchairs 45, power bases 7, scooters 4, +14 with no ADP device_type). Serial# is captured ~only on equipment, so it doubles as a trackable-unit marker. ADP-only gating misses ~28 units (direct_private/adp_odsp/march_of_dimes) -> bridge should key on serial, funder-agnostic. Flags two data gaps (no-device_type units; non-ADP units lacking delivery_date) and reframes the MVP open question as volume (walkers/chairs) vs margin (powered units).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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