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Discogs - Bi-Weekly / Self-Serve Dashboards Session - 2026-02-04

Metadata

  • Date: 2026-02-04
  • Company: Discogs
  • Attendees: Stephanie Burns, Jennifer Pearson, Jamie Mckinstry, Christian Sobkowski, Jennifer, Emma, Art Koci, Simon, Giannis
  • Type: Customer Call
  • Source: Notion Customer Success Meetings

Summary

Product Updates & Improvements

  • Treasury spring data fully ingested and modeled as investments (principal, fees, interest, maturities)
  • Short-term report migrating to dedicated investment page in 1-2 weeks
  • Forecast improvements for receipts: incorporating PayPal transaction details (current limitation: bank shows single daily PayPal payment, missing currency breakdown)
  • Duplicate transaction issue recurred — references changing in files despite same reports; improving duplicate detection beyond reference matching
  • Major app UI/UX updates launched: forecast overview redesign with drill-down (entity, bank account, cash pool, currency), interactive graphs
  • New category mapping control for bank accounts — users can add/remove categories without requesting changes
  • Cash positions page now shows overdraft risk warnings and recommends adding FX trade maturities

Self-Serve Dashboard Training

  • Built sample dashboard with 3 components:
  • KPI card: yesterday's closing cash balance (with currency symbol and decimal formatting)
  • Grouped bar chart: forecasted outflows by currency (filter by "is last active forecast = true")
  • Pivot table: daily closing balances last 7 days (entity/bank account hierarchy)
  • Key usability feedback: required fields not clearly marked, filter importance not obvious but critical

Next Steps

  • Art to present forecast modeling session next week
  • Stephanie to invite Bill to attend forecast session
  • Address UK tax forecasting timing issue with Art
  • Continue improving duplicate detection system

Synced from Notion: https://www.notion.so/2fdc47335ffb81a88277c150b5256b4f