Meeting Title: Newton Golf Forecasting Dashboard Demo Date: 2026-02-05 Meeting participants: Pranav Narahari, Bobby Palmieri
WEBVTT
1 00:00:14.490 ⇒ 00:00:16.110 Pranav Narahari: Hello, hello!
2 00:00:16.110 ⇒ 00:00:16.890 Bobby Palmieri: How are ya?
3 00:00:19.340 ⇒ 00:00:20.290 Bobby Palmieri: Can you hear me?
4 00:00:20.490 ⇒ 00:00:21.579 Pranav Narahari: Yeah, I can hear you now.
5 00:00:21.580 ⇒ 00:00:23.060 Bobby Palmieri: Excellent. How are ya?
6 00:00:23.250 ⇒ 00:00:24.390 Pranav Narahari: Good, good, how are you?
7 00:00:24.410 ⇒ 00:00:26.010 Bobby Palmieri: I’m excellent.
8 00:00:26.010 ⇒ 00:00:26.850 Pranav Narahari: Perfect.
9 00:00:27.170 ⇒ 00:00:33.030 Pranav Narahari: Okay, I am going to demo this real quick. This will probably be a pretty… pretty short call.
10 00:00:33.910 ⇒ 00:00:41.129 Pranav Narahari: One second… I think this is the right screen… yup.
11 00:00:41.860 ⇒ 00:00:44.050 Pranav Narahari: Okay, so…
12 00:00:44.480 ⇒ 00:00:52.450 Pranav Narahari: Already kind of showed you this forecasting dashboard with, like, sample data, so not much is gonna look different, other than the fact that this is, like, real numbers now.
13 00:00:52.610 ⇒ 00:00:53.489 Bobby Palmieri: Hell yeah.
14 00:00:53.880 ⇒ 00:01:02.890 Pranav Narahari: And so, yeah, so I just cross-checked, like, all this stuff, like, definitely, we can do that live right here, too. So, like, the new customer revenue, existing.
15 00:01:02.890 ⇒ 00:01:04.120 Bobby Palmieri: This is amazing, right?
16 00:01:04.560 ⇒ 00:01:11.129 Pranav Narahari: This is for Newton, exactly, yeah. And so, yeah, so you gave me access to, like, the Newton Golf, like, Shopify, so…
17 00:01:11.610 ⇒ 00:01:17.580 Pranav Narahari: cross-checking, like, the net sales here. Like, they match… Pretty much perfect,
18 00:01:18.610 ⇒ 00:01:34.909 Pranav Narahari: with, with this. So I think this one says… these two are exactly right, this one is just off by one order, I think so, so… that’s just… yeah, so… I feel pretty confident that we’re getting the right data, and it matches basically exactly with Shopify and Watergraph, so…
19 00:01:35.380 ⇒ 00:01:35.880 Bobby Palmieri: Oh, yeah.
20 00:01:35.880 ⇒ 00:01:39.530 Pranav Narahari: That seems basically solved, yeah.
21 00:01:40.010 ⇒ 00:01:45.959 Pranav Narahari: One other thing I just wanted to talk about, though, is just, like, the exact functionality for this. Yeah. And so…
22 00:01:46.190 ⇒ 00:02:00.200 Pranav Narahari: I remember we kind of went over a lot of this before, but just kind of going over it again, like, these… this field is, like, this F stands for, like, forecasting, right? Yep. Perfect. So, like, you can’t forecast in the past, so you only want to be able to forecast for the future.
23 00:02:00.810 ⇒ 00:02:05.270 Pranav Narahari: So, yeah, starting, I guess, with today’s date, you’re allowed to update fields here.
24 00:02:05.270 ⇒ 00:02:06.949 Bobby Palmieri: Yup. And then those…
25 00:02:07.550 ⇒ 00:02:10.749 Pranav Narahari: Making updates here should reflect…
26 00:02:11.430 ⇒ 00:02:18.910 Pranav Narahari: changes… yeah, so that reflects changes down here as well. Let me just change it to, like, a higher number so you can see it. Yep.
27 00:02:19.020 ⇒ 00:02:19.950 Pranav Narahari: Oh, yeah.
28 00:02:21.040 ⇒ 00:02:23.000 Pranav Narahari: So, one thing that…
29 00:02:23.540 ⇒ 00:02:27.429 Pranav Narahari: That brings up a question, is like, do you want to be able to save forecasts?
30 00:02:28.840 ⇒ 00:02:31.820 Bobby Palmieri: Meaning, like, V1, V3…
31 00:02:32.610 ⇒ 00:02:41.840 Pranav Narahari: Yeah, like, let’s say, you know, if you reload this page, this just functions as a calculator, essentially. So it’s not being saved, it’ll go back to the default values.
32 00:02:41.840 ⇒ 00:02:44.100 Bobby Palmieri: Yes, we definitely will need to save that.
33 00:02:44.100 ⇒ 00:02:44.750 Pranav Narahari: Okay.
34 00:02:45.330 ⇒ 00:02:57.450 Pranav Narahari: Okay, cool. Yeah, that’s definitely something we’ll build. I just wanted to make sure, you know, this is just, like, proof of concept for tomorrow. We have, like, everything end-to-end wired up, and now, like, some of these small features, we just want to be able to, like…
35 00:02:57.660 ⇒ 00:02:58.690 Bobby Palmieri: Definitely.
36 00:02:58.690 ⇒ 00:03:05.699 Pranav Narahari: keep track of, but okay, good to know. Yeah, we can adjust the goals here as well, so if I…
37 00:03:06.150 ⇒ 00:03:14.409 Pranav Narahari: we probably want revenue and new customer revenue to be tied together, like, this right now, I could set to, like, higher, which doesn’t make any sense.
38 00:03:15.530 ⇒ 00:03:19.500 Bobby Palmieri: Yeah… I guess right now, like, I’m not…
39 00:03:21.430 ⇒ 00:03:31.740 Bobby Palmieri: too worried about that. Like, yes, I… yes, we do want, like, I guess some logic, but, like, those are just inputs, right? Like, we’re not calculating that anywhere.
40 00:03:31.740 ⇒ 00:03:32.310 Pranav Narahari: Right.
41 00:03:32.870 ⇒ 00:03:41.920 Bobby Palmieri: You know, my… Big thing is, is, like, making sure that, like, this rev… like, the… Split below here.
42 00:03:42.350 ⇒ 00:03:44.000 Bobby Palmieri: Or, sorry, if you scroll up.
43 00:03:44.250 ⇒ 00:03:44.790 Pranav Narahari: Yep.
44 00:03:45.740 ⇒ 00:03:49.780 Bobby Palmieri: these cards, like revenue, ad spend, new customer revenue, and MER.
45 00:03:49.780 ⇒ 00:03:50.400 Pranav Narahari: Yep.
46 00:03:50.740 ⇒ 00:03:53.970 Bobby Palmieri: Like, making sure that that formula makes sense.
47 00:03:55.550 ⇒ 00:03:56.360 Pranav Narahari: Gotcha.
48 00:03:57.060 ⇒ 00:03:57.950 Pranav Narahari: So, Megan…
49 00:03:57.950 ⇒ 00:04:00.060 Bobby Palmieri: Like, revenue, like, are we, you know…
50 00:04:00.880 ⇒ 00:04:04.760 Bobby Palmieri: Versus pace, versus monthly forecast,
51 00:04:05.480 ⇒ 00:04:10.199 Bobby Palmieri: I think that’s one that we probably need to click into, because I don’t think that’s right, right? Right now?
52 00:04:10.200 ⇒ 00:04:19.540 Pranav Narahari: Yeah, so this verse pace should be just, like, where we’re at currently. I think it’s calculating it based on, like, overall, which doesn’t make sense.
53 00:04:19.700 ⇒ 00:04:23.440 Pranav Narahari: So this should be basically the value of, like, forecasted…
54 00:04:23.620 ⇒ 00:04:27.430 Pranav Narahari: Multi- like, the sum of the forecasted days that have passed.
55 00:04:28.450 ⇒ 00:04:29.320 Pranav Narahari: Right.
56 00:04:29.510 ⇒ 00:04:37.870 Bobby Palmieri: No, so I think those should be the sum… those should be where the account is at, right? So it’s that $90,000, right? Yep.
57 00:04:38.030 ⇒ 00:04:43.390 Bobby Palmieri: should be… The actual revenue for the first… 4 days, right?
58 00:04:43.390 ⇒ 00:04:44.000 Pranav Narahari: Right.
59 00:04:44.420 ⇒ 00:04:47.639 Bobby Palmieri: And then, it should be plus or minus…
60 00:04:47.920 ⇒ 00:04:51.230 Bobby Palmieri: Like, that down 20 is, like, whatever the forecast is.
61 00:04:52.630 ⇒ 00:04:53.400 Pranav Narahari: Yep.
62 00:04:53.640 ⇒ 00:04:59.000 Bobby Palmieri: And then, like, the daily needed, like, what do we need to average for the rest of the days?
63 00:04:59.560 ⇒ 00:05:01.240 Bobby Palmieri: to hit Forecast.
64 00:05:03.080 ⇒ 00:05:08.400 Pranav Narahari: I see. Okay, and then this value right here… What should this be?
65 00:05:12.500 ⇒ 00:05:13.960 Bobby Palmieri: Yes, I’m a little…
66 00:05:15.200 ⇒ 00:05:17.129 Pranav Narahari: Let me see what you had on your.
67 00:05:17.130 ⇒ 00:05:19.870 Bobby Palmieri: No, I don’t think that’s gonna help you. I think… I think
68 00:05:20.290 ⇒ 00:05:23.039 Bobby Palmieri: from that, I think that it’s just, like, a…
69 00:05:23.160 ⇒ 00:05:25.820 Bobby Palmieri: vibe code issue, there we go.
70 00:05:28.180 ⇒ 00:05:37.530 Bobby Palmieri: I’m trying to think, like, what would be the best way to do that. So, the big numbers, right? So, like, the 901415 should be, like, where you’re at month-to-date.
71 00:05:39.140 ⇒ 00:05:45.129 Bobby Palmieri: The percentage down should be… How that compares to what was forecasted.
72 00:05:45.320 ⇒ 00:05:45.920 Pranav Narahari: Yep.
73 00:05:46.770 ⇒ 00:05:53.099 Bobby Palmieri: And then verse… I think it, instead of saying verse pace, it should be, like, pacing 4.
74 00:05:54.890 ⇒ 00:05:55.610 Pranav Narahari: Okay.
75 00:05:56.040 ⇒ 00:06:00.009 Bobby Palmieri: So it’s like, okay, if you extrapolate out the average of those 4 days.
76 00:06:00.230 ⇒ 00:06:02.250 Bobby Palmieri: What does that put you on pace for?
77 00:06:03.290 ⇒ 00:06:05.020 Pranav Narahari: Okay, based on your actuals.
78 00:06:05.020 ⇒ 00:06:05.810 Bobby Palmieri: Yeah.
79 00:06:05.810 ⇒ 00:06:07.659 Pranav Narahari: Okay. I like that.
80 00:06:07.660 ⇒ 00:06:14.719 Bobby Palmieri: My only… my only other question for you, and maybe we need to look at some tools and something that maybe we could discuss live tomorrow.
81 00:06:16.080 ⇒ 00:06:17.320 Bobby Palmieri: is…
82 00:06:21.470 ⇒ 00:06:27.670 Bobby Palmieri: So… This is a… Bad example, because right now we have it even for the month.
83 00:06:28.490 ⇒ 00:06:29.400 Bobby Palmieri: Right.
84 00:06:30.870 ⇒ 00:06:38.039 Bobby Palmieri: And I… I think I need to tell you what to do, but I’ll just talk you through what I’m thinking right now, is…
85 00:06:39.480 ⇒ 00:06:44.920 Bobby Palmieri: So, if you scroll down, right, let’s just say… on…
86 00:06:45.890 ⇒ 00:06:49.739 Bobby Palmieri: February 17th, 18th, 19th, we’re running a President’s Day sale.
87 00:06:50.140 ⇒ 00:06:50.780 Pranav Narahari: Yep.
88 00:06:50.780 ⇒ 00:07:03.220 Bobby Palmieri: So we forecast, you know, 15 grand on that day, right? You could, like, add the event and say President’s Day sale, or whatever the case may be, and we say, hey, this is gonna be 15K, on these days.
89 00:07:03.970 ⇒ 00:07:08.850 Bobby Palmieri: When we’re looking at… That number of, like, what we’re pacing for.
90 00:07:10.150 ⇒ 00:07:17.619 Bobby Palmieri: Should it pull in the rest, like, the totals plus whatever’s forecasted for the rest of the days, maybe?
91 00:07:17.780 ⇒ 00:07:18.939 Bobby Palmieri: Do you know what I mean?
92 00:07:19.730 ⇒ 00:07:31.709 Pranav Narahari: Yeah, so basically by setting a strict value here, are you saying, like, the rest of these values that have just been auto-generated should then reflect… like, they should be different based on what we’ve put here?
93 00:07:32.580 ⇒ 00:07:36.029 Bobby Palmieri: No, not necessarily that. I think what I’m trying to say is, is like.
94 00:07:36.520 ⇒ 00:07:44.289 Bobby Palmieri: If you scroll up, right? Yeah. Let’s just say, let’s just make it easy math. If the first 4 days of the month, we did 10K each day.
95 00:07:44.430 ⇒ 00:07:45.000 Pranav Narahari: Yep.
96 00:07:45.260 ⇒ 00:07:48.569 Bobby Palmieri: It would forecast out for $280K in revenue.
97 00:07:48.890 ⇒ 00:07:49.550 Pranav Narahari: Yep.
98 00:07:49.550 ⇒ 00:07:53.489 Bobby Palmieri: But if we say, hey, we’re gonna have a sale for 4 days, and we know we’re gonna do double that.
99 00:07:55.140 ⇒ 00:08:00.189 Bobby Palmieri: You’re actually not pacing for $280, because you’re expecting more revenue later in the month.
100 00:08:02.270 ⇒ 00:08:04.929 Pranav Narahari: I see what you’re saying. Okay.
101 00:08:05.540 ⇒ 00:08:06.590 Pranav Narahari: So, I’ll…
102 00:08:06.590 ⇒ 00:08:09.539 Bobby Palmieri: that logic, and I’ll have an answer for our call tomorrow.
103 00:08:09.910 ⇒ 00:08:13.229 Pranav Narahari: Okay, yeah, the way I think about that is,
104 00:08:13.990 ⇒ 00:08:20.229 Pranav Narahari: when we… and I mean, I’m just also just, like, ideating, like, thinking about it,
105 00:08:21.350 ⇒ 00:08:23.310 Pranav Narahari: This, like, versus…
106 00:08:24.060 ⇒ 00:08:36.769 Pranav Narahari: like, Pace 4, right? This Pace 4 value, it’s just going to be taking the average of the, let’s say in our example here, the 4 days of the month, and so…
107 00:08:37.080 ⇒ 00:08:47.850 Pranav Narahari: I don’t know if it’s really accurate to say, like, to add into that calculation what we are forecasting to be happening on, like, let’s say President’s Day or any other holiday in February.
108 00:08:48.070 ⇒ 00:08:52.359 Pranav Narahari: I don’t know if it makes sense to, like, add that to that calculation.
109 00:08:52.420 ⇒ 00:08:53.830 Bobby Palmieri: I’ll get you…
110 00:08:53.840 ⇒ 00:08:56.649 Pranav Narahari: I’ll give you some thoughts, and I’ll look at.
111 00:08:57.420 ⇒ 00:08:58.320 Bobby Palmieri: As well.
112 00:08:58.510 ⇒ 00:09:08.429 Pranav Narahari: Yeah, yeah, I think whatever you decide on here, we could… we could do it, because it’s basically just some formula of whatever values we have here, and then whatever we use as inputs here.
113 00:09:08.430 ⇒ 00:09:10.629 Bobby Palmieri: My thought is, is that it’s gonna be…
114 00:09:11.660 ⇒ 00:09:15.430 Bobby Palmieri: The actuals plus the remaining forecasted.
115 00:09:16.860 ⇒ 00:09:18.719 Pranav Narahari: The actuals minus remaining forecasted.
116 00:09:18.720 ⇒ 00:09:22.209 Bobby Palmieri: Plus. Plus the remaining forecasted.
117 00:09:23.480 ⇒ 00:09:24.200 Bobby Palmieri: So, if you did.
118 00:09:24.200 ⇒ 00:09:25.320 Pranav Narahari: Oh, yeah, okay.
119 00:09:25.320 ⇒ 00:09:30.880 Bobby Palmieri: If you did 40K in the first 4 days, and you have another $200 forecasted through the end of the month.
120 00:09:31.220 ⇒ 00:09:33.709 Bobby Palmieri: you’re pacing for $240K.
121 00:09:34.680 ⇒ 00:09:38.080 Bobby Palmieri: But let me chat with Zach on that tonight, and I’ll get you some thoughts.
122 00:09:38.310 ⇒ 00:09:54.679 Pranav Narahari: Okay, sounds good. Yeah. So this is, yeah, this is perfect, like, we can talk more about this tomorrow in the… in the weekly call, because that’s kind of the whole purpose of this POC, like, now we have, like, a tool that, you know, you can poke around with. This will be in the develop branch.
123 00:09:54.870 ⇒ 00:10:10.479 Pranav Narahari: Tomorrow, by our call, and so you guys will be able to poke around with it on your own, not just in that call, and then just give us a ton of feedback on, like, okay, we need this tweak, that tweak, and then while you guys give us that, in parallel, we’ll have this ready for, like, all the brands.
124 00:10:11.710 ⇒ 00:10:12.340 Bobby Palmieri: Awesome.
125 00:10:13.160 ⇒ 00:10:13.760 Pranav Narahari: Cool.
126 00:10:14.580 ⇒ 00:10:16.530 Pranav Narahari: Yeah, that was all I had on my end.
127 00:10:16.680 ⇒ 00:10:25.979 Bobby Palmieri: Sweet, this looks great. Team’s been playing… a small member… small number of team members have been playing around with, with Stitch, so we’re pretty excited.
128 00:10:26.470 ⇒ 00:10:36.550 Pranav Narahari: Okay, cool, cool. Yeah, so, on that reporting thing, too, we are pushing that into prod right now. I’ll get an update from Sam that might already be in.
129 00:10:36.810 ⇒ 00:10:43.129 Pranav Narahari: Yeah, we just… there was a couple things there, so just with, like, the upload, there was,
130 00:10:43.290 ⇒ 00:10:59.699 Pranav Narahari: we had to just refresh the backend so that all the schedules would be populated. But one other thing that we found while doing that was that whenever you updated a schedule, the… on the backend, it wasn’t listening to, like, updates that are happening on the front end. So we patched that as well, so…
131 00:11:00.090 ⇒ 00:11:04.730 Pranav Narahari: If you guys are having any more issues with scheduling, definitely let us know, but I think we got all of them.
132 00:11:04.980 ⇒ 00:11:10.980 Bobby Palmieri: Okay, could you let me know when that’s all set? Because I’ll go through and schedule a bunch tonight, and let you know if they work.
133 00:11:11.130 ⇒ 00:11:15.509 Pranav Narahari: Yeah, perfect. I will, I’ll check in with Sam, and then, I’ll ping you in the channel.
134 00:11:15.720 ⇒ 00:11:16.570 Bobby Palmieri: Sweet.
135 00:11:17.010 ⇒ 00:11:18.979 Pranav Narahari: Perfect, Bobby. Alright, I’ll talk to you later, then.
136 00:11:19.250 ⇒ 00:11:24.399 Bobby Palmieri: Will we look, potentially, at the,
137 00:11:26.410 ⇒ 00:11:31.499 Bobby Palmieri: Will we look, potentially, at the calendar builder tomorrow?
138 00:11:31.680 ⇒ 00:11:41.519 Pranav Narahari: Yeah, so Casey is working on that right now. He’ll give me a status update probably when I’m out of office today, and then I’ll just take a look at it tonight or tomorrow morning, and then.
139 00:11:41.520 ⇒ 00:11:45.970 Bobby Palmieri: I didn’t understand your message. Are you… are you just out at 5pm today?
140 00:11:46.280 ⇒ 00:11:51.389 Pranav Narahari: Yeah, just today. Yeah, I mean, usually I work a little bit later, just because, you know, we’re all in different time zones.
141 00:11:51.390 ⇒ 00:11:52.280 Bobby Palmieri: Yeah, yeah.
142 00:11:52.280 ⇒ 00:12:01.749 Pranav Narahari: But… and I feel like I also message a good amount, like, at the end of the day as well, so… if you messaged me and just didn’t get a response back, I just wanted to let you know.
143 00:12:01.750 ⇒ 00:12:04.740 Bobby Palmieri: I appreciate it, but yeah, feel free to sign off whenever, you know?
144 00:12:04.740 ⇒ 00:12:08.290 Pranav Narahari: And it’s also 4PM for me, so it’s, like, a little bit early.
145 00:12:08.290 ⇒ 00:12:08.970 Bobby Palmieri: I guess.
146 00:12:09.090 ⇒ 00:12:10.029 Pranav Narahari: Yeah, you agree.
147 00:12:10.030 ⇒ 00:12:15.189 Bobby Palmieri: Excellent. Well, yeah, this looks sick, and will you be on the call tomorrow?
148 00:12:15.420 ⇒ 00:12:16.300 Pranav Narahari: Yeah, definitely.
149 00:12:16.300 ⇒ 00:12:29.950 Bobby Palmieri: Sweet! Awesome. Awesome, awesome. Could you just send me a screenshot of that? I just didn’t take one while you were sharing, just so I can kind of show Zach, as I chat through kind of some of that.
150 00:12:30.390 ⇒ 00:12:31.999 Bobby Palmieri: Functionality with him.
151 00:12:32.270 ⇒ 00:12:34.280 Pranav Narahari: Definitely, yeah.
152 00:12:36.360 ⇒ 00:12:37.900 Pranav Narahari: Send you two screenshots.
153 00:12:39.580 ⇒ 00:12:40.330 Bobby Palmieri: Thank you, sir.
154 00:12:40.330 ⇒ 00:12:42.580 Pranav Narahari: I gotcha. Alright.
155 00:12:42.720 ⇒ 00:12:43.760 Bobby Palmieri: Talk soon.
156 00:12:44.050 ⇒ 00:12:44.840 Bobby Palmieri: Later.
157 00:12:44.840 ⇒ 00:12:45.440 Pranav Narahari: See ya.