glance/BUSINESS_DASHBOARD_IMPLEMEN...

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Business Dashboard Implementation Plan

Building a Business-Focused Alternative to Glance

Project Name: BusinessGlance (working title) Target Launch: 4-6 weeks from start Primary Market: SaaS Startups, Digital Agencies, SMBs


Table of Contents

  1. Executive Summary
  2. Product Vision
  3. Technical Architecture
  4. Widget Development Plan
  5. MVP Specification
  6. UI/UX Design Guidelines
  7. Integration Strategy
  8. Development Timeline
  9. Launch Strategy

Executive Summary

The Opportunity

Based on market research:

  • $72.35B SMB software market growing at 6.98% CAGR
  • 83% of SMBs need better automation and visibility
  • 50% of agency time wasted on manual reporting
  • 64% of organizations lack operational visibility
  • Average business uses 15-20 SaaS tools with fragmented data

The Problem

Businesses face critical pain points that personal dashboards don't solve:

  1. Data Fragmentation - Metrics scattered across 15-20 tools
  2. Decision Latency - Hours wasted gathering data before decisions
  3. Manual Reporting - 50% of time spent explaining data to stakeholders
  4. Downtime Blindness - Reactive vs. proactive issue detection
  5. Multiple Versions of Truth - Same metrics calculated differently

The Solution

A business-focused dashboard that:

  • Aggregates critical business metrics (revenue, customers, churn, pipeline)
  • Monitors infrastructure (uptime, performance, costs)
  • Integrates with business tools (Stripe, CRMs, analytics, support)
  • Saves 2-5 hours/week per manager
  • Provides single source of truth
  • Beautiful, actionable interface

Success Metrics

MVP Launch (Week 6):

  • 50 beta users
  • 5 paying customers ($29-99/mo)
  • <1 week to build first dashboard

3 Months Post-Launch:

  • 500 active users
  • 50 paying customers
  • $5K MRR
  • <50% churn

Product Vision

Positioning

"The business metrics dashboard that founders actually use"

Not another generic dashboard tool. A purpose-built solution for:

  • SaaS founders who need revenue, churn, and growth metrics
  • Digital agencies who need client reporting automation
  • SMB owners who need operational visibility

Core Principles

  1. Business First - Every widget must solve a real business problem
  2. Actionable Over Pretty - Metrics that drive decisions, not vanity numbers
  3. Integration Native - Connect to tools businesses already use
  4. Time to Value - First dashboard in <10 minutes
  5. Self-Serve - No sales calls required for setup

Differentiation vs. Competitors

Competitor Weakness Our Advantage
Databox $59-499/mo, complex setup $29-99/mo, 10-min setup
Klipfolio Technical, requires SQL knowledge No-code, pre-built integrations
Geckoboard Limited integrations Focus on key integrations (Stripe, CRMs)
Custom dashboards Months to build, $10K+ Ready in 10 minutes, $29/mo

Our Unique Value: Beautiful + Affordable + Fast setup + Self-hostable option


Technical Architecture

Technology Stack

Backend (Same as Glance):

  • Language: Go 1.24+
  • Framework: Standard library (net/http)
  • Config: YAML
  • Cache: In-memory with configurable TTL

Frontend (Enhanced from Glance):

  • JavaScript: Vanilla JS + modern charts library
  • Charts: Chart.js or Recharts for metric visualization
  • CSS: Enhanced with business theme
  • Icons: Heroicons + custom business icons

New Dependencies:

  • OAuth2 library for third-party auth
  • Webhook handling for real-time updates
  • Database (optional): SQLite for historical data

Architecture Decisions

Keep from Glance

  1. Single binary deployment
  2. YAML configuration
  3. Hot reload
  4. Widget-based architecture
  5. In-memory caching
  6. Static asset embedding

Add for Business 🆕

  1. OAuth integrations (Stripe, Google, GitHub)
  2. API key management (secure storage)
  3. Historical data storage (optional SQLite)
  4. Webhook receivers (real-time updates)
  5. Multi-tenancy (team accounts in future)
  6. Alert system (threshold-based notifications)

Remove

  1. Personal widgets (clock, weather, bookmarks)
  2. Entertainment widgets (Twitch)
  3. Generic feeds (unless business-relevant)

Data Flow Architecture

┌─────────────────────────────────────────┐
│         Business Data Sources           │
├─────────────────────────────────────────┤
│  Stripe │ Analytics │ CRM │ GitHub │... │
└────┬─────────┬────────┬────────┬────────┘
     │         │        │        │
     └─────────┴────────┴────────┘
              │
         ┌────▼─────────────────┐
         │  OAuth/API Gateway   │
         │  (Secure Credentials)│
         └────┬─────────────────┘
              │
         ┌────▼─────────────────┐
         │   Widget Updaters    │
         │  (Parallel Fetching) │
         └────┬─────────────────┘
              │
         ┌────▼─────────────────┐
         │   Cache Layer        │
         │  (5min - 24hr TTL)   │
         └────┬─────────────────┘
              │
         ┌────▼─────────────────┐
         │  Template Renderer   │
         │   (Widget HTML)      │
         └────┬─────────────────┘
              │
         ┌────▼─────────────────┐
         │   User Dashboard     │
         │    (Browser UI)      │
         └──────────────────────┘

Database Schema (Optional - for Historical Data)

-- Users table (for multi-tenancy in future)
CREATE TABLE users (
    id INTEGER PRIMARY KEY,
    email TEXT UNIQUE,
    created_at TIMESTAMP
);

-- API Credentials (encrypted)
CREATE TABLE api_credentials (
    id INTEGER PRIMARY KEY,
    user_id INTEGER,
    service TEXT,  -- 'stripe', 'google_analytics', etc.
    credentials TEXT,  -- Encrypted JSON
    created_at TIMESTAMP
);

-- Metric History (for trend tracking)
CREATE TABLE metric_history (
    id INTEGER PRIMARY KEY,
    user_id INTEGER,
    metric_type TEXT,  -- 'mrr', 'churn', 'uptime', etc.
    value REAL,
    timestamp TIMESTAMP
);

-- Alerts (for threshold notifications)
CREATE TABLE alerts (
    id INTEGER PRIMARY KEY,
    user_id INTEGER,
    metric_type TEXT,
    threshold REAL,
    condition TEXT,  -- 'above', 'below'
    notification_channel TEXT  -- 'email', 'slack', etc.
);

Note: Database is optional for MVP. Start with in-memory cache, add database in Phase 2.


Widget Development Plan

Widget Priority Tiers

P0 - Must Have for MVP (Weeks 1-4)

1. Revenue Widget 🆕

  • Purpose: Display MRR, ARR, growth rate
  • Integrations: Stripe API, manual input
  • Data Shown:
    • Current MRR/ARR
    • Growth % (MoM, YoY)
    • Trend chart (last 12 months)
    • New revenue (current month)
    • Churned revenue
  • Cache: 1 hour
  • Complexity: Medium

2. Customer Metrics Widget 🆕

  • Purpose: Customer health and churn tracking
  • Integrations: Stripe API, CRM APIs
  • Data Shown:
    • Total customers
    • New customers (this month)
    • Churned customers (this month)
    • Churn rate %
    • CAC (if integrated with ad spend)
    • LTV (if payment data available)
  • Cache: 1 hour
  • Complexity: Medium

3. Custom API Widget (Already exists)

  • Purpose: Connect to any JSON API
  • Enhancement Needed:
    • Add OAuth2 flow templates
    • Pre-built templates for common APIs
    • Better error handling
    • Data transformation helpers
  • Examples:
    • Plausible Analytics
    • PostHog
    • Custom internal APIs
  • Cache: Configurable (5min - 24hr)
  • Complexity: Low (enhancement)

4. Monitor Widget (Already exists)

  • Purpose: Uptime monitoring
  • Enhancement Needed:
    • Response time charting
    • Historical uptime %
    • Alert integration
  • Cache: 1 minute
  • Complexity: Low (enhancement)

5. Server Stats Widget (Already exists)

  • Purpose: Infrastructure monitoring
  • Enhancement Needed:
    • Multi-server support
    • Cost estimation (if cloud provider API)
    • Historical trends
  • Cache: 5 minutes
  • Complexity: Low (enhancement)

P1 - High Value (Weeks 5-8)

6. Sales Pipeline Widget 🆕

  • Purpose: CRM deal tracking
  • Integrations: Salesforce, HubSpot, Pipedrive, Close APIs
  • Data Shown:
    • Pipeline value by stage
    • Number of deals by stage
    • Win rate %
    • Average deal size
    • Sales velocity
    • Forecast (if available)
  • Cache: 30 minutes
  • Complexity: High (multiple CRM integrations)

7. Marketing Analytics Widget 🆕

  • Purpose: Website traffic and conversions
  • Integrations: Google Analytics 4, Plausible, Fathom
  • Data Shown:
    • Total visitors (period)
    • Traffic sources breakdown
    • Top pages
    • Conversion rate
    • Goal completions
  • Cache: 1 hour
  • Complexity: Medium

8. Support Metrics Widget 🆕

  • Purpose: Customer support health
  • Integrations: Zendesk, Intercom, Help Scout, Front
  • Data Shown:
    • Open tickets
    • Average response time
    • Average resolution time
    • Customer satisfaction (CSAT)
    • Ticket volume trend
    • SLA compliance
  • Cache: 15 minutes
  • Complexity: Medium

9. Campaign Performance Widget 🆕

  • Purpose: Paid advertising ROI
  • Integrations: Google Ads, Facebook Ads, LinkedIn Ads
  • Data Shown:
    • Ad spend (current period)
    • Impressions
    • Clicks
    • CPC (cost per click)
    • CTR (click-through rate)
    • Conversions
    • ROAS (return on ad spend)
    • By campaign breakdown
  • Cache: 1 hour
  • Complexity: High (multiple ad platforms)

P2 - Nice to Have (Weeks 9-12)

10. Team Performance Widget 🆕

  • Purpose: Team productivity and utilization
  • Integrations: Harvest, Toggl, Clockify
  • Data Shown:
    • Team capacity (hours available)
    • Hours logged (billable vs. non-billable)
    • Utilization rate %
    • Top projects by hours
    • Team member breakdown
  • Cache: 1 hour
  • Complexity: Medium

11. GitHub Releases Widget (Already exists)

  • Enhancement: Add internal release tracking
  • Cache: 1 day
  • Complexity: Low

12. Docker Containers Widget (Already exists)

  • Enhancement: Add Kubernetes support
  • Cache: 1 minute
  • Complexity: Medium

13. SEO Rankings Widget 🆕

  • Purpose: Search position tracking
  • Integrations: Google Search Console, SEMrush, Ahrefs
  • Data Shown:
    • Top keywords
    • Average position
    • Clicks from organic
    • Impressions
    • CTR
  • Cache: 24 hours
  • Complexity: Medium

P3 - Future Consideration

14. Financial Widget 🆕 (Beyond revenue)

  • Purpose: Full P&L, cash flow
  • Integrations: QuickBooks, Xero, Wave
  • Data: Expenses, profit, burn rate, runway
  • Complexity: High

15. Inventory Widget 🆕

  • Purpose: Stock management (for e-commerce)
  • Integrations: Shopify, WooCommerce
  • Data: Stock levels, reorder points, turnover
  • Complexity: Medium

MVP Specification

MVP Scope (Weeks 1-4)

Goal: Launch a working business dashboard with core value

Features Included

Widgets (5 total):

  1. Revenue Widget (Stripe integration)
  2. Customer Metrics Widget (Stripe integration)
  3. Custom API Widget (enhanced)
  4. Monitor Widget (enhanced)
  5. Server Stats Widget (enhanced)

Core Features:

  • Multi-page dashboards
  • Responsive layout (3-column grid)
  • YAML configuration
  • Hot reload
  • API key management (in config)
  • Light/dark themes
  • Basic authentication (username/password)

Integrations:

  • Stripe API (full integration)
  • Generic HTTP monitoring
  • Server metrics (local)
  • Custom API (any JSON API)

Features Deferred (Post-MVP)

  • Multi-tenancy (single user for now)
  • Historical data storage (in-memory only)
  • Alerts/notifications
  • Team collaboration
  • White-label
  • CRM integrations (Phase 2)
  • Marketing tool integrations (Phase 2)

MVP User Journey

Setup (10 minutes):

  1. Download binary / pull Docker image
  2. Create config file or use template
  3. Add Stripe API key
  4. Add websites to monitor
  5. Start server
  6. Access dashboard at localhost:8080

Daily Use:

  1. Open dashboard in morning
  2. Glance at revenue, customers, uptime
  3. Identify issues (downtime, churn spike)
  4. Take action

Weekly Use:

  1. Review trends (revenue growth, customer growth)
  2. Check infrastructure costs
  3. Monitor key metrics for stakeholder updates

MVP Success Criteria

Quantitative:

  • First dashboard setup in <10 minutes
  • <1 second page load time
  • <100MB memory usage
  • 99.9% uptime
  • 5 beta users reporting value

Qualitative:

  • "This saves me 2+ hours/week" - at least 3 users
  • "I would pay for this" - at least 5 users
  • Net Promoter Score >30

UI/UX Design Guidelines

Design Principles

  1. Metrics First - Numbers should be prominent, not hidden
  2. Trend Visibility - Always show trend (↑↓) and % change
  3. At-a-Glance - Key insight visible without scrolling
  4. Action-Oriented - Metrics should suggest actions
  5. Professional - Clean, business-appropriate aesthetic

Color System

Theme: "Business Professional"

Light Mode (Default)

:root {
  /* Backgrounds */
  --bg-primary: #FFFFFF;
  --bg-secondary: #F8FAFC;
  --bg-tertiary: #F1F5F9;

  /* Text */
  --text-primary: #0F172A;
  --text-secondary: #475569;
  --text-tertiary: #94A3B8;

  /* Brand */
  --brand-primary: #3B82F6;    /* Blue */
  --brand-secondary: #8B5CF6;   /* Purple */

  /* Status Colors */
  --color-success: #10B981;     /* Green - positive metrics */
  --color-warning: #F59E0B;     /* Orange - caution */
  --color-danger: #EF4444;      /* Red - negative metrics */
  --color-info: #3B82F6;        /* Blue - neutral info */

  /* Chart Colors */
  --chart-1: #3B82F6;  /* Blue */
  --chart-2: #8B5CF6;  /* Purple */
  --chart-3: #10B981;  /* Green */
  --chart-4: #F59E0B;  /* Orange */
  --chart-5: #EF4444;  /* Red */
}

Dark Mode

:root[data-theme="dark"] {
  /* Backgrounds */
  --bg-primary: #0F172A;
  --bg-secondary: #1E293B;
  --bg-tertiary: #334155;

  /* Text */
  --text-primary: #F1F5F9;
  --text-secondary: #CBD5E1;
  --text-tertiary: #64748B;

  /* Same status colors (they work in dark mode) */
}

Typography

/* Font Stack */
font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'Roboto',
             'Helvetica Neue', Arial, sans-serif;

/* Sizes */
--text-xs: 12px;
--text-sm: 14px;
--text-base: 16px;
--text-lg: 18px;
--text-xl: 20px;
--text-2xl: 24px;
--text-3xl: 30px;
--text-4xl: 36px;

/* Weights */
--font-normal: 400;
--font-medium: 500;
--font-semibold: 600;
--font-bold: 700;

Widget Layout Templates

Metric Widget (Revenue, Customers, etc.)

┌─────────────────────────────────────┐
│ Widget Title              [•••]     │  <- Header with menu
├─────────────────────────────────────┤
│                                     │
│        $125,450                     │  <- Large metric
│        MRR                          │  <- Label
│                                     │
│        ↑ 12.5%  vs last month      │  <- Trend indicator
│                                     │
│  ┌─────────────────────────────┐   │
│  │     [Mini trend chart]      │   │  <- Sparkline or mini chart
│  └─────────────────────────────┘   │
│                                     │
│  Additional metrics (2-3 items):    │
│  • New MRR: $15,230 ↑              │
│  • Churned: $3,200 ↓               │
│  • Net New: $12,030                │
│                                     │
└─────────────────────────────────────┘

Monitor Widget

┌─────────────────────────────────────┐
│ Uptime Monitor           [•••]      │
├─────────────────────────────────────┤
│                                     │
│  ✅ api.example.com                │
│     99.9% uptime · 125ms           │
│                                     │
│  ✅ app.example.com                │
│     100% uptime · 89ms             │
│                                     │
│  ❌ staging.example.com            │
│     DOWN · Last check: 2min ago    │
│                                     │
│  [View all 5 monitors →]           │
│                                     │
└─────────────────────────────────────┘

List Widget (Support Tickets, Pipeline, etc.)

┌─────────────────────────────────────┐
│ Open Support Tickets     [•••]      │
├─────────────────────────────────────┤
│                                     │
│  23 Total                           │
│  ↑ 5 since yesterday               │
│                                     │
│  Breakdown:                         │
│  • 15 Low priority                 │
│  • 6 Medium priority               │
│  • 2 High priority ⚠️              │
│                                     │
│  Avg Response Time: 2.3 hrs        │
│  Avg Resolution: 8.5 hrs           │
│                                     │
└─────────────────────────────────────┘

Interaction Patterns

Hover States:

  • Widget hover: Subtle border highlight
  • Metric hover: Show tooltip with details
  • Trend hover: Show historical data

Click Actions:

  • Widget title: Expand/collapse
  • Metric: Drill-down to detail view
  • Trend chart: Open full chart modal
  • Menu (•••): Widget settings, refresh, remove

Loading States:

  • Skeleton loader (not spinner)
  • Fade-in when data loads
  • Preserve layout (no shifts)

Error States:

  • Red border on widget
  • Clear error message
  • Retry button
  • Link to docs/support

Integration Strategy

Stripe Integration (Priority 1)

Why First:

  • Most common payment processor for SaaS
  • Rich data (revenue, customers, churn)
  • Well-documented API

Implementation:

# Config example
- type: revenue
  title: Monthly Recurring Revenue
  stripe:
    api-key: ${STRIPE_SECRET_KEY}
    mode: live  # or 'test'
  metrics:
    - mrr
    - arr
    - growth-rate
  cache: 1h

API Calls:

  1. List subscriptions (active, canceled)
  2. List customers
  3. Calculate MRR (sum of active subscriptions)
  4. Calculate churn (canceled / total)

Data Processing:

type StripeMetrics struct {
    MRR           float64
    ARR           float64
    GrowthRate    float64
    TotalCustomers int
    NewCustomers  int
    ChurnedCustomers int
    ChurnRate     float64
}

func fetchStripeMetrics(apiKey string) (*StripeMetrics, error) {
    // 1. Fetch subscriptions
    // 2. Calculate MRR = sum(subscription.plan.amount)
    // 3. Calculate ARR = MRR * 12
    // 4. Compare to last month for growth rate
    // 5. Fetch customers (created this month)
    // 6. Calculate churn rate
}

Google Analytics 4 Integration (Priority 2)

Why Important:

  • Universal analytics tool
  • Critical for agencies and SaaS marketing

Implementation:

- type: analytics
  title: Website Traffic
  google-analytics:
    property-id: ${GA4_PROPERTY_ID}
    credentials: ${GA4_CREDENTIALS}  # Service account JSON
  metrics:
    - total-visitors
    - traffic-sources
    - conversions
  period: last-30-days
  cache: 1h

OAuth Flow:

  1. User authorizes app in Google
  2. Store OAuth token (encrypted)
  3. Refresh token when expired

CRM Integrations (Priority 3)

Support:

  • HubSpot (most popular for SMB)
  • Salesforce (enterprise)
  • Pipedrive (agencies)
  • Close (sales teams)

Data Needed:

  • Deals by stage
  • Win rate
  • Average deal size
  • Sales velocity

Implementation:

- type: sales-pipeline
  title: Sales Pipeline
  hubspot:
    api-key: ${HUBSPOT_API_KEY}
  metrics:
    - pipeline-value
    - win-rate
    - deal-count
  cache: 30m

Support Tool Integrations (Priority 4)

Support:

  • Zendesk
  • Intercom
  • Help Scout
  • Front

Data Needed:

  • Open tickets
  • Response time
  • Resolution time
  • CSAT score

OAuth Management

Secure Credential Storage:

# .env file (not committed)
STRIPE_SECRET_KEY=sk_live_xxx
GA4_CREDENTIALS=/path/to/service-account.json
HUBSPOT_API_KEY=xxx

Encryption:

  • Store OAuth tokens encrypted
  • Use environment variables for API keys
  • Support secret management (Docker secrets, AWS Secrets Manager)

Development Timeline

Week 1: Foundation

Backend:

  • Fork Glance codebase
  • Remove personal widgets
  • Add OAuth2 library
  • Create new widget interfaces (revenue, customers)
  • Setup Stripe SDK

Frontend:

  • Design business theme (colors, fonts)
  • Create metric display components
  • Add chart library (Chart.js)
  • Design widget templates

Deliverable: Basic app structure, Stripe integration working


Week 2: Core Widgets

Backend:

  • Implement Revenue Widget
    • Stripe MRR calculation
    • Growth rate calculation
    • Trend data (last 12 months)
  • Implement Customer Metrics Widget
    • Total/new/churned customers
    • Churn rate calculation
  • Enhance Custom API Widget
    • Better error handling
    • Data transformation helpers

Frontend:

  • Build Revenue Widget UI
    • Large metric display
    • Trend indicator (↑↓ %)
    • Mini chart
  • Build Customer Metrics Widget UI
  • Improve Custom API Widget UI

Deliverable: 3 working widgets with Stripe data


Week 3: Monitoring & Polish

Backend:

  • Enhance Monitor Widget
    • Response time tracking
    • Historical uptime %
    • Multiple protocols (HTTP, HTTPS, TCP)
  • Enhance Server Stats Widget
    • Multi-server support
    • Historical trends
  • Add configuration validation
  • Add error handling improvements

Frontend:

  • Build enhanced Monitor Widget UI
    • Status indicators
    • Response time chart
  • Build enhanced Server Stats UI
  • Add loading states (skeletons)
  • Add error states
  • Mobile responsiveness

Deliverable: 5 polished widgets, ready for beta


Week 4: Testing & Launch Prep

Testing:

  • Unit tests for core functions
  • Integration tests for Stripe
  • End-to-end tests
  • Load testing (100 concurrent users)
  • Security audit (API key handling)

Documentation:

  • Setup guide
  • Configuration reference
  • Integration guides (Stripe, Custom API)
  • Troubleshooting guide
  • Video walkthrough

Launch Prep:

  • Create demo dashboard
  • Write launch blog post
  • Prepare Product Hunt listing
  • Create landing page
  • Setup analytics (Plausible)

Deliverable: MVP ready for beta users


Week 5-6: Beta Testing

Activities:

  • Recruit 20 beta users (SaaS founders, agencies)
  • Collect feedback
  • Fix critical bugs
  • Add most-requested features
  • Optimize performance

Metrics to Track:

  • Setup time (goal: <10 minutes)
  • Time to first dashboard
  • User satisfaction (NPS)
  • Feature requests
  • Bug reports

Deliverable: Production-ready v1.0


Week 7-8: Public Launch

Launch Channels:

  • Product Hunt launch
  • Hacker News (Show HN)
  • Indie Hackers post
  • Reddit (r/SaaS, r/entrepreneur)
  • Twitter/X announcement
  • Email to waitlist

Post-Launch:

  • Monitor feedback
  • Respond to questions
  • Fix bugs quickly
  • Publish case studies
  • Start content marketing

Goal: 100 active users, 10 paying customers


Launch Strategy

Pre-Launch (Weeks 1-4)

Build Audience:

  1. Create waitlist landing page

    • Problem statement
    • Solution overview
    • Email signup
    • Estimated launch date
  2. Share progress publicly

    • Twitter/X build in public
    • Weekly updates on Indie Hackers
    • LinkedIn posts (target CTOs, founders)
  3. Recruit beta users

    • Post in SaaS communities
    • Reach out to founders directly
    • Offer lifetime discount for early adopters

Content Creation:

  • Blog post: "Why we're building a better business dashboard"
  • Video: Demo of first working prototype
  • Comparison post: "BusinessGlance vs. [competitor]"

Launch Week (Week 7)

Day 1 - Product Hunt:

  • Launch at 12:01am PT
  • Engage with comments all day
  • Share in communities
  • Email supporters

Day 2 - Hacker News:

  • Post "Show HN: Business dashboard for SaaS startups"
  • Respond to every comment
  • Be technical and transparent

Day 3 - Reddit:

  • Post in r/SaaS, r/entrepreneur, r/startups
  • Focus on value, not sales
  • Share screenshot, not just link

Day 4-5 - Follow-up:

  • Email waitlist
  • Twitter thread with results
  • Thank beta users publicly

Post-Launch (Weeks 8-12)

Content Marketing:

  1. SEO blog posts

    • "SaaS Metrics Dashboard: Track MRR, Churn, and Growth"
    • "How to Monitor Your SaaS Infrastructure"
    • "Dashboard for Digital Agencies"
  2. Video tutorials

    • "Setup in 5 minutes"
    • "Connect Stripe to track revenue"
    • "Build a custom widget"
  3. Case studies

    • "How [Startup] saved 5 hours/week with BusinessGlance"
    • "Agency uses BusinessGlance for client reporting"

Growth Tactics:

  • Lifetime deals (AppSumo, if strategic)
  • Affiliate program (20% commission)
  • Integration partnerships (Stripe, analytics tools)
  • Guest posts on SaaS blogs

Pricing & Monetization

Pricing Tiers (Launch)

Tier Price Target Limits Features
Free $0 Hobbyists, testing 1 dashboard, 5 widgets Core widgets, Stripe integration, Community support
Starter $29/mo Solo founders 3 dashboards, 20 widgets, 5 integrations + Custom API, Priority email support
Pro $99/mo Small teams 10 dashboards, Unlimited widgets, 20 integrations + Team features (future), CRM integrations
Business $299/mo Agencies, growing companies Unlimited everything + White-label, Dedicated support

Monetization Timeline

Month 1-3: Free tier only (build user base)

Month 4: Launch paid tiers

  • Goal: 10 paying customers ($29-99)
  • MRR: $500

Month 6: Add Business tier

  • Goal: 50 paying customers
  • MRR: $3,000

Month 12: Add Enterprise

  • Goal: 100 paying customers
  • MRR: $10,000

Unit Economics

Costs:

  • Server: $20/mo (DigitalOcean)
  • Domain: $15/year
  • Email: $10/mo (Postmark)
  • Support: Time (initially founder)

Break-even: 2 customers at $29/mo

Margins: 90%+ (SaaS model, self-hosted option)


Success Metrics

Product Metrics

Metric Week 6 (MVP) Month 3 Month 6 Month 12
Active Users 50 200 500 1,500
Paying Customers 5 20 50 150
MRR $150 $1,000 $3,000 $10,000
Churn Rate N/A <10% <7% <5%
NPS >30 >40 >50 >60

Engagement Metrics

  • DAU/MAU: >30% (users check dashboard daily)
  • Setup Time: <10 minutes
  • Time to Value: <1 hour
  • Weekly Sessions: >3 per user
  • Retention (D30): >50%

Business Metrics

  • CAC: <$50 (organic growth)
  • LTV: >$1,000 (goal)
  • LTV/CAC: >20x
  • Payback Period: <3 months
  • Growth Rate: 15-20% MoM

Risk Mitigation

Technical Risks

Risk Impact Mitigation
API rate limits Widget updates fail Implement caching, exponential backoff
Integration breaks Widgets stop working Version API calls, add fallbacks
Security breach API keys exposed Encrypt credentials, audit code
Performance issues Slow dashboard Optimize queries, add caching

Market Risks

Risk Impact Mitigation
Low demand No users Validate with beta users first
Competition Hard to differentiate Focus on niche (SaaS startups)
Free alternatives No paid conversions Provide 10x better UX

Execution Risks

Risk Impact Mitigation
Scope creep Delayed launch Strict MVP definition
Technical debt Hard to maintain Code reviews, refactoring
Founder burnout Abandoned project Realistic timeline, celebrate wins

Next Steps

Immediate Actions (This Week)

  1. Validate with users

    • Interview 5 SaaS founders
    • Interview 3 agency owners
    • Get feedback on widget priorities
    • Validate pricing
  2. Technical setup

    • Fork Glance repository
    • Setup development environment
    • Create new Git branch
    • Plan code structure
  3. Design

    • Create wireframes (Figma)
    • Design widget mockups
    • Create brand assets (logo, colors)

Week 1 Kickoff

  • Start Week 1 development (see timeline)
  • Setup project tracking (GitHub Issues)
  • Create landing page
  • Start building in public (Twitter)

Document Version: 1.0 Created: 2025-11-16 Status: Ready for Development Next Review: After user validation interviews