Dashboard Roadmap

Master dashboard → department views → exec summary

Updated Mar 17, 2026

Sections Live

Exec, Ops, Platform

In Progress

Sales + Security

Action Items

14/36

39% complete

Meetings to Book

This week: 2

Roadmap Sequencing

Now

Sales live data (Snowflake + Salesforce)

Martha + Naimish

→

Ops iteration (confidence tiers, MSI reconciliation)

Martha

→

Then

Max walkthrough + team onboarding

Martha + Max

→

Later

Marketing section (data source discovery)

TBD

→

Parallel

Security review + access controls

Martha + Christian

Workstreams

Exec Dashboard

Live

Owner: MarthaPriority: Iterate — add live data sources

75%

Top-level summary for Max/Michael. 8 KPI cards (Revenue vs AOP, OTIF, DOS, Pipeline, Production, Stock-Out Risk, Open Orders, Expiry Risk) with drill-down links to every department page. Alerts panel, OTIF trend, revenue snapshot, inventory health.

Data:Mock DataGoogle SheetsShopify API

Action Items (4/6)

✓Define 8 KPIs for exec view

✓Build /exec route with drill-down links to department pages

✓Add alerts panel (critical inventory, overdue orders, OTIF, revenue gap)

✓Add OTIF trend bars and revenue snapshot with B2B/D2C split

Connect to live Snowflake data (replacing mock/Google Sheets)

Book Max walkthrough once Sales data is live

Ops Deep-Dive

Live

Owner: MarthaPriority: Continue iterating

85%

Inventory, DOS, OTIF (rebuilt with account-specific lead times), supply plan, production, demand plan, O2C pipeline. Live and in daily use. OTIF uses Sheetz 7d, QuikTrip 9d, default 14d windows.

Data:Cin7Saddle CreekMSIShopify

Action Items (3/8)

✓Rebuild OTIF with account-specific lead time windows

✓Fix DOS display (text-based, removed blue bar chart)

✓Add can qty to expiry risk, flatten pipeline distribution

Integrate weekly demand plan with confidence tiers (Tier 1-4)

Add DOS target tracking tied to confidence tiers

Weekly MSI production plan confirmation flow (3-week commit → 4-week visibility)

Connect B2B live data to inventory section

Pull MSI production plans from Tableau, reconcile against PO plan

Sales Deep-Dive

In Progress

Owner: Martha + NaimishPriority: Current focus — live data next

60%

Replaces Reach Reporting. Account phasing, VPO, pipeline, performance pages built. Fixed segment inflation ("Other" $21.6M). Data from Google Sheets → transitioning to Snowflake + Salesforce.

Data:Google SheetsShopify API

Action Items (2/7)

✓Fix "Other" segment $21.6M inflation from subtotal rows

✓Move Shipped vs Unfulfilled next to charts (3-col layout)

Meet with Naimish — kick off, walk through what's built, scope sales ingestion

Naimish: Snowflake connector for sales data (replaces Google Sheets)

Clarify account pipeline data mapping (Salesforce → dashboard)

Add "updated" date field to reports for data freshness

Training: sit with Max at desk, explain each section

Blockers

• Snowflake connector not built

• Salesforce mapping TBD

Platform & Training

Live

Owner: MarthaPriority: Maintain as sections evolve

90%

Roadmap status page, 9 training modules (expandable with metrics, thresholds, tips), confidence tier explainer, data freshness guide. Nav renamed to SESH OS.

Action Items (4/5)

✓Build /status roadmap dashboard with workstream tracking

✓Build /training with 9 expandable modules covering every report

✓Add confidence tiers explainer (Tier 1-4) to training

✓Build /security review page with checklist and data architecture

Update training modules as new sections go live

Security & Legal Review

Parallel

Owner: Martha + ChristianPriority: Parallel with Sales

15%

Full checklist built: 10 items across data flows, access controls, compliance, infrastructure. Data architecture diagram and key decisions tracker live at /security.

Action Items (1/6)

✓Build /security page with checklist, architecture diagram, decisions tracker

Map data flows with security implications (6 sub-items)

Determine auth/access controls needed (role-based views?)

Salesforce data compliance requirements for display

Snowflake access scoping (who has read access?)

API key audit and rotation policy

Marketing Section

Not Started

Owner: TBDPriority: After Sales + Ops are solid

Biggest gap. No data sources identified, no KPIs defined. Needs marketing team input before anything can be built.

Action Items (0/4)

Identify marketing data sources (what tools does marketing use?)

Define marketing KPIs (CAC, campaign ROI, channel mix, brand metrics)

Decide: own data connector vs. manual for now?

Build /marketing route once data sources and KPIs are defined

Key Meetings to Book

Meeting	Who	Purpose	Timing	Status
Naimish Kickoff	Martha + Naimish	Walk through dashboard, scope sales ingestion, share Claude workflow	This week	Not Booked
Security & Legal Sync	Martha	Salesforce → Snowflake mapping, security/legal review, integration timeline	This week	Not Booked
Max Walkthrough	Martha + John + Max + Mike	Demo updated dashboard (sales + exec), get alignment, replace Reach Reporting	Once Sales is solid	Not Booked
Abhi Alignment	Martha + John + Abhi	Demand plan: confidence tiers, weekly refresh cadence, tool vs. reporting	Before demand tool build	Not Booked

Warning:

Supply Chain Risk: Fleece / Can Supply

Fleece supplier (PMJ) has 24-week lead time. November order never processed — prepayment required for unique fleece. 3M cans in inventory, 6M ordered but unconfirmed. WPT trial results unclear.

Craig to confirm 6M order status•Escalate to PMJ partner•Track burn rate vs. remaining supply

View Training Modules →Source: John Kelley + Martha Vargas conversation — March 17, 2026