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On - Daily Standup - 2026-01-14

Metadata

  • Date: 2026-01-14
  • Company: On
  • External Participants: Rodrigo Cabrera, Amanda Mitt, Federico Morando
  • Palm Participants: Gurjit Pannu, Christian Sobkowski, Emma, Jennifer, Giannis
  • Type: Customer Call
  • Source: Notion Customer Success Meetings

Summary

Context

Follow-up standup with On Running treasury team. Technical discussion about forecast visibility and current workflows.

Key Discussion Points

  • On Running uses Palm primarily for cash forecasting and monitoring, not daily cash management
  • Team extracts forecasts on Tuesdays, compares actuals the following week
  • Recently completed major recategorization exercise to simplify category structure
  • Investment tracking still handled manually outside Palm

Pain Points

  • Platform instability during recategorization caused fluctuating dashboard numbers
  • Investment data integration incomplete and partially incorrect
  • Manual investment tracking creates maintenance burden
  • Initial category setup was overly complex

Feature Requests & Needs

  • Enhanced forecast vs actual analysis dashboard to replace Excel process
  • MAPE calculations weighted by entity
  • Retrieve up to 12 weeks historical forecast versions
  • Visual comparison tools for forecast accuracy over time
  • Investment management visualization
  • Combined view: total cash, operational cash, investments
  • Dynamic minimum cash thresholds
  • Visual maturity timeline for investments
  • Daily forecast granularity

Action Items

  • [ ] Self-serve dashboard session with Emma next week
  • [ ] Workshop with Federico to replicate Excel forecast analysis in Palm
  • [ ] Remove investment accounts from main app until proper feature launches

Synced from Notion: https://www.notion.so/2e9c47335ffb81babe9ef9b9ea5aa7a8