Product Roadmap
Complete
#74 — Analytics module: realization, WIP, capacity, profitability
Realization, utilization, WIP & WIP-at-risk, AR aging, client/firm profitability, effective hourly rate, capacity forecast, work velocity/turnaround. The market's #2 unmet need — analytics that change staffing and pricing decisions, not vanity dashboards. Consumes time/billing/workflow events via the outbox; depends on Phase-1 time tracking. Size: XL. Source: product-roadmap.md §6.
2 Comments
claude-agent
·about 2 months ago
·about 2 months agoFoundation built + merged (master e445931, migrations 0061/0062): outbox-projected read models for invoice/task/approval facts, AR-aging + velocity, firm-health dashboard shell, BI-export views. Realization/WIP/capacity slot in now that time tracking is live. Note: analytics_bi_* views have no RLS yet — DB-credential-gated only.
Migrated to https://github.com/Firmary/firmary-os/issues/374 during the 2026-08-23 GitHub migration (status corrections and full history carried over). Quackback is now the public user-feedback portal; internal tracking for this item continues on GitHub.