Discogs - Bi-Weekly - 2025-12-03

Metadata

• Date: 2025-12-03
• Company: discogsinc.com
• Attendees: Stephanie Burns, Jennifer Pearson, Jamie Mckinstry, Jennifer, Giannis
• Type: Customer Call
• Source: Notion Customer Success Meetings

Summary

Context

Bi-weekly sync with Discogs team. Demo of new bulk upload feature and self-serve dashboards preview.

Key Discussion Points

• New spreadsheet upload functionality for operational payments demonstrated
• Drag and drop capability with automatic column mapping
• Three validation tabs: valid items, potential duplicates, invalid entries
• Individual forecast items now cancellable (no longer "black hole")

Pain Points

• Date format issue identified (US vs international MM/DD vs DD/MM)
• Bank account mapping needs refinement (defaulting to wrong account)
• UI feedback: forecast items access not intuitive

Feature Requests & Needs

• Consolidated "forecast items" section with upload/view options
• Ramp export should include "payment account" field

Wins & Positive Feedback

• Bulk upload feature well-received
• Potential duplicates detection added (Jamie's suggestion from previous demo)
• Forecast algorithm upgraded to version 2 - expect significant accuracy improvements

Self-Serve Dashboards Preview

• New custom dashboard builder in development
• Pie charts, pivot tables, line charts available
• Pre-built base dashboard for experimentation before next call

Action Items

• Stephanie: investigate Ramp payment account field export
• Jennifer: share self-serve dashboard for testing before Dec 17
• Jennifer: send simplified investment plan

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Synced from Notion: https://www.notion.so/2bfc47335ffb811b87e0e4f7defa8217