FEATURES / CS / PM / CFO

Three audiences, three views, one data model

The same canonical entities power three role-specific dashboards. Customer Success watches renewals and health. Product Managers watch rework, WIP, and initiative burndowns. CFOs watch cost-per-output and four-quarter forecasts. No rebuild per audience — every dashboard reads the same 3NF model.

Customer Success dashboard

Admin-side view of every customer. Health composite, days-since-last-skill-run, renewal countdown, contract value, champion + stakeholder fields, next-recommended-action from a rule engine.

Customer record schema now carries stakeholder, champion, renewal_date, and contract_value_annual_eur as first-class fields — no spreadsheet shadow system.

Next-action rule engine fires deterministic recommendations: "schedule QBR — renewal in 45 days and last skill run was 22 days ago" or "investigate — health dropped two tiers in seven days."

Health composite blends usage breadth, recency, alert engagement, ETL success rate, and skill-output acceptance signals.

# cs_dashboard row
customer: Acme Corp
health: 78 / 100 (-6 wow)
days_since_skill: 14
renewal_in_days: 52
contract_eur: 84,000
champion: jane@acme.io
next_action:
- schedule_qbr (priority: high)
- nudge_skill_adoption (priority: med)

Product Manager dashboard

Customer-side. Built for PMs who own delivery. Rework rate, scope creep, PR cycle-time broken into the five canonical stages, WIP per team, initiative burndowns with Monte Carlo forecasts.

Rework rate
Share of commits touching files modified in the last 14 days. Per team, per project, with trend.
Scope creep
Story points added after sprint start, as a share of committed points. Decomposed by who added them and why.
PR cycle breakdown
Open → first-review → revisions → approved → merged. p50 / p75 / p95 for each leg.
WIP per team
Concurrent in-flight PRs and active initiatives. Highlights teams above empirical thresholds.
Initiative burndowns
Per-initiative remaining-work line with Monte Carlo p50 / p75 / p90 completion dates and Wilson CI.
Capacity vs commitment
Lognormal sum (Fenton-Wilkinson) of remaining work against forward capacity net of PTO and holidays.

CFO dashboard

The money view, generated from the labour-cost ledger and the canonical delivery model. Cost-per-team, contractor-vs-FTE split, multi-quarter ROI, cost-per-output (per PR, per deploy, per incident), four-quarter forecast.

Labour cost ledger joins worker_employment_history (SCD-2) and employment-type SCD-2 to the canonical contribution graph. Per-team, per-project, per-month cost rolls up to four-quarter forecasts.

Cost-per-output reduces the labour cost to per-PR, per-deploy, and per-incident denominators. Useful precisely because the units are concrete.

Contractor-vs-FTE split tracked over time. Multi-quarter ROI against initiative outcomes and capacity forecasts.

# cfo_dashboard / Q2 2026
cost_per_pr: € 1,420
cost_per_deploy: € 9,200
cost_per_incident: € 31,400
fte_share: 74%
contractor_share: 26%
forecast Q3:
- cost: € 2.94M (p50)
- prs: 2,070 (p50)
- deploys: 330 (p50)

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