Default sync
Date: March 26, 2026 Source: Granola Meeting ID: 06f19a22-eafd-4c9f-b7a1-aa928a4cd8df URL: https://notes.granola.ai/t/06f19a22-eafd-4c9f-b7a1-aa928a4cd8df
Participants:
- Uttam Kumaran (note creator) from Brainforge uttam@brainforge.ai
- Caitlyn from Default caitlyn@default.com
- Demilade Agboola from Brainforge demilade.agboola@brainforge.ai
- Gregory Stoutenburg from Brainforge gregory.stoutenburg@brainforge.ai
- Nandika Jhunjhunwala from Default nandika@default.com
- Mustafa Raja from Brainforge mustafa.raja@brainforge.ai
- Lev Katreczko from Default lev@default.com
Dashboard Reviews & Progress Updates
- Customer reporting enablement dashboard V1 complete
- Includes Salesforce integration with product team data
- Metrics: workflow creation, meetings booked, tickets, admin creation
- Account name filter already implemented for CS team filtering
- Needs Deanna’s approval - scheduled Monday meeting after ARR review
- ARR dashboard ready for Ryan’s review
- Ryan returns Monday/Tuesday from vacation
- 30-minute review scheduled Monday 12 Central with core team
- Post Hog data now landing in Polytomic for Omni integration
- DBT modeling started for customer success and biz dev metrics
Product Analytics & Data Platform
- Nandika created extensive charts from Phoenix staging features
- Next phase: organize charts into structured dashboards
- User activation
- User retention
- User engagement
- Product journey
- Greg documented existing vs needed charts for each dashboard type
- Routing instrumentation paused - major facelift coming in 1-2 weeks
- Other features stable: tables, website deanonymization, pixels
Customer Success & Enterprise Analytics Strategy
- CS dashboard should enable account-level filtering for client meetings
- Opportunity for customer-facing analytics
- Current manual CSV exports for routing decisions, workflow runs
- Upgrade path: PDF reports → enterprise analytics platform
- Renewal conversations need data-driven narratives
- Enterprise analytics as sticky product offering
- Usage monitoring, seat utilization, team adoption metrics
- White-label Omni deployment potential
- Data source migration: Plane → Pylon for support tickets
Next Steps
- Uttam: Complete CS dashboard by end of day tomorrow
- Caitlyn: Schedule Deanna review meeting for Monday after ARR session
- Greg/Nandika: Meet to organize product analytics chart gaps
- Lev: Review biz dev dashboard requirements this week
- Team: Monitor routing changes, pause related analytics work