Delivery roadmap
How the shared mini dashboard rolls out.
We keep the existing editor flow intact, then layer in versioned history, restore actions and site intelligence before moving into customer self-service and internal CRM layers.
Milestones and outputs
Every phase has a measurable milestone and a visible output.
The roadmap keeps the editing flow unchanged for existing users while the new dashboard layers grow around it in a controlled sequence.
Phase 1
Done · 100%
Shared editor foundation
Keep the current inline edit flow stable while the shared worker starts recording version history.
Milestone
Versioned save trail
Output
Every save records before and after state in an audit-safe history row.
Progress
100%
Phase 2
Done · 100%
Mini dashboard shell
Introduce a central dashboard bar above the editor without changing how people already edit the page.
Milestone
Central dashboard chrome
Output
History and Stats controls appear above the editor as one shared runtime layer.
Progress
100%
Phase 3
Done · 100%
Versioned history and site intelligence
Write a restoreable history trail and capture analytics events for each page and site.
Milestone
Analytics capture
Output
History entries, restore actions and stats summaries are stored per site and page.
Progress
100%
Phase 4
In progress · 40%
Customer portal and billing
Turn the same data into a customer-facing portal for services, requests, billing and restore history.
Milestone
Self-service client view
Output
Customers can see invoices, subscriptions, open requests and history in one place.
Progress
40%
Phase 5
To do · 0%
Internal CRM and marketing
Move sales, attribution and follow-up work into one shared pipeline for the internal team.
Milestone
Revenue ops workspace
Output
Leads, campaigns and revenue reporting all share the same event stream as the portal.
Progress
0%
Phase 6
To do · 0%
Hardening and launch
Lock down security, monitoring, backups and rollback checks before the wider rollout.
Milestone
Release readiness gate
Output
Permission reviews, alerts, backups and recovery steps are complete.
Progress
0%
Next delivery step
Phase 4 is the first client-facing release.
Once the customer portal lands, the same shared dashboard data will show services, requests, billing and restore history in one place.