Product Roadmap — Enterprise Analytics

Phase 1

Sales Analytics

Q1 – Q2 2026 · Foundation

Expanded pre-built dashboards and additional sales KPIs. Enhanced CRM integrations and faster data refresh rates for real-time insights.

📊

In Progress

Sales Overview Dashboard

Centralized view of revenue, pipeline, conversion rates, and quota attainment across all tenants with drill-down capability per region, team, and time period.

Revenue Tracking Pipeline Funnel Quota Attainment Trend Analysis

👥

Upcoming

Client Analytics

Deep client-level insights including lifetime value, churn risk scoring, engagement heatmaps, and segmentation models to surface upsell and retention opportunities.

CLV Modeling Churn Prediction Segmentation Engagement Score

📦

Upcoming

Product Analytics

Product-level performance tracking covering SKU velocity, margin analysis, bundle effectiveness, and cross-sell affinity mapping per tenant catalog.

SKU Performance Margin Analysis Cross-sell Affinity Bundle Insights

Phase 2

Demand & Resource Planning

Q2 – Q3 2026 · Expansion

Enhanced forecasting accuracy with improved ML models. New scenario planning templates and inventory optimization dashboards ready to use out of the box.

🔮

Planned

Demand Forecasting Engine

ML-powered demand forecasting at SKU, category, and region levels. Incorporates seasonality, promotions, and external signals for multi-horizon predictions.

ML Models Seasonality Scenario Planning

📋

Planned

Resource Allocation Planner

Capacity and headcount planning tools that align workforce, logistics, and budget allocation to forecasted demand with constraint-based optimization.

Capacity Planning Headcount Models Budget Allocation

📦

Planned

Inventory Optimization

Automated reorder point calculations, safety stock modeling, and dead stock detection with tenant-specific thresholds and supplier lead-time integration.

Reorder Points Safety Stock Dead Stock Alerts

Phase 3

Financial Insights

Q3 – Q4 2026 · Deepening

New pre-built financial dashboards and KPIs for profitability analysis. Enhanced ERP integrations and automated variance reporting capabilities.

💰

Planned

Profitability Analysis

Multi-dimensional P&L breakdowns by product, client, channel, and region. Contribution margin waterfall charts and cost-to-serve analytics per tenant.

P&L Breakdown Margin Waterfall Cost-to-Serve

📈

Planned

Revenue Recognition & Billing

Automated revenue recognition workflows, billing analytics, and AR aging dashboards. Supports multi-currency and complex contract structures.

Rev Rec Automation AR Aging Multi-Currency

🎯

Planned

Budget vs. Actuals Tracking

Real-time variance tracking against budgets and forecasts with automated alerts on threshold breaches and drill-down to root causes.

Variance Analysis Alert Thresholds Root Cause Drill-down

Phase 4

Operations Intelligence

Q4 2026 – Q1 2027 · Scale

Comprehensive supply chain and logistics dashboards with smart alerts. New integrations with leading WMS and TMS platforms for seamless data flow.

🚚

Planned

Supply Chain Visibility

End-to-end supply chain dashboards tracking supplier performance, lead times, and disruption risk. Multi-tier visibility with tenant-scoped data.

Supplier Scorecard Lead Time Tracking Risk Alerts

⚡

Planned

Fulfillment & Logistics Analytics

Order-to-delivery cycle time analysis, carrier performance benchmarking, and warehouse throughput monitoring with SLA compliance tracking.

Cycle Time Carrier Benchmarks SLA Compliance

🔄

Planned

Closed-Loop Feedback

Automated feedback loops from operations back into demand and resource planning models, continuously improving forecast accuracy and allocation efficiency.

Forecast Refinement Auto-Calibration Anomaly Detection

Phase 5

Platform Enhancements

Q1 – Q2 2026 · Maturity

Enhanced customization options and new collaboration features. Expanded integration marketplace and advanced cross-module analytics capabilities.

🛡️

Planned

Tenant Governance & RBAC

Fine-grained role-based access controls, data isolation audit trails, and compliance reporting per tenant. SOC 2 and GDPR alignment baked in.

RBAC Audit Trails Compliance Reports

⚙️

Planned

Self-Service Configuration

Tenant admin portal for custom KPI definitions, dashboard layouts, alert rules, and data source connections — no engineering dependency required.

Custom KPIs Admin Portal Data Connectors

🧠

Planned

Cross-Module Intelligence

Unified insights engine that correlates data across sales, demand, financial, and operational modules to surface cross-functional recommendations and anomalies.

Unified Insights Correlation Engine AI Recommendations

Continuous Innovation