Skill: Roadmap Tracker

Name

Roadmap Tracker - Automated 1M€ 18-Month Business KPI Tracking

Description

This skill automates the tracking and visualization of business metrics for the 18-month journey to 1M€ ARR as defined in

/home/fitna/homelab/ROADMAP_1M_18MONTHS.md

. It updates the live dashboard

/home/fitna/homelab/shared/dashboards/1m-roadmap-tracker.md

with current MRR, customer counts, feature progress, and KPI trends, calculating variance against targets and generating progress visualizations.

When to Use This Skill

Trigger Conditions

Use this skill when the user requests ANY of the following:

• "Update roadmap tracker"
• "Track business KPIs"
• "Show progress toward 1M€"
• "Update MRR dashboard"
• "Calculate roadmap variance"
• "Generate business metrics report"
• "Track revenue milestones"

Context Indicators

• User mentions MRR, ARR, revenue, or customers
• User discusses roadmap phases or milestones
• User asks about progress toward business goals
• User wants to update metrics dashboards

Process Steps

Phase 1: Gather Current Metrics (5 minutes)

1. Collect Revenue Metrics Ask user for (or retrieve from CRM/database):

   • Current MRR (Monthly Recurring Revenue): €X,XXX
   • Current ARR (Annual Recurring Revenue): MRR × 12
   • Total Customers: XX (Fitnaai SaaS subscribers)
   • Beta Users: XX (free trial users)
   • Churn Rate: X.X% (monthly customer loss)

2. Collect Product Metrics

   • Features Shipped: X out of Y planned
   • WAU (Weekly Active Users): XXX
   • MAU (Monthly Active Users): XXX
   • Feature Adoption Rate: XX% (users using new features)
   • NPS Score: XX (Net Promoter Score)

3. Collect Content & Marketing Metrics

   • YouTube Subscribers: XXX
   • Newsletter Subscribers: XXX
   • Newsletter Open Rate: XX%
   • Blog Traffic: XXX visitors/month
   • Social Media Followers: XXX (LinkedIn, Twitter, etc.)

4. Collect Consulting & Products Metrics

   • Consulting Revenue (Monthly): €X,XXX
   • Course Sales (Monthly): €XXX
   • Content Revenue (Monthly): €XXX (sponsorships, affiliates)

Phase 2: Calculate Target Variance (5 minutes)

5. Determine Current Phase Reference:

   /home/fitna/homelab/ROADMAP_1M_18MONTHS.md

   Phase Timeline:

   • Q1 (M1-3): Foundation → MVP Launch + 10 Beta (0€ → 1.5K€ MRR)
   • Q2 (M4-6): Validation → PMF + 50 Customers (1.5K€ → 9.5K€ MRR)
   • Q3 (M7-9): Scale → 500 Customers (9.5K€ → 25K€ MRR)
   • Q4-Q6 (M10-18): Acceleration → Dominance (25K€ → 103K€ MRR)

   Calculate Month Number:

   Start Date: [ROADMAP_START_DATE]
   Current Date: [TODAY]
   Month Number: (Current - Start) / 30 days
   Current Phase: [Q1/Q2/Q3/Q4-Q6]
   

6. Calculate MRR Variance

   Target MRR (from phase): €X,XXX
   Actual MRR: €Y,YYY
   Variance: €(Y,YYY - X,XXX)
   Variance %: ((Actual - Target) / Target) × 100
   Status: 🟢 On Track (±10%) / 🟡 Behind (-10% to -25%) / 🔴 Critical (>-25%)
   

7. Calculate Customer Variance

   Target Customers: XX
   Actual Customers: YY
   Variance: YY - XX
   Variance %: ((Actual - Target) / Target) × 100
   

8. Calculate Revenue Stream Breakdown Reference roadmap revenue model:

   Stream	Target@M[X]	Actual	Variance	% of Total
   SaaS (Fitnaai)	€X,XXX	€Y,YYY	€Z,ZZZ	XX%
   Consulting	€X,XXX	€Y,YYY	€Z,ZZZ	XX%
   Content	€XXX	€YYY	€ZZZ	X%
   Courses/Products	€X,XXX	€Y,YYY	€Z,ZZZ	XX%
   TOTAL MRR	€X,XXX	€Y,YYY	€Z,ZZZ	100%

Phase 3: Generate Progress Visualizations (5 minutes)

9. Create MRR Progress Bar

   ## MRR Progress Toward 103K€
   
   [████████████░░░░░░░░░░░░░░░░░░░░] 40% (€41K / €103K)
   

   Calculation:

   • Each █ = 3.33% (100% / 30 bars)
   • Bars = (Actual MRR / Target MRR) × 30

10. Create Customer Acquisition Progress

    ## Customer Acquisition Progress
    
    Phase: Q2 - Validation (Target: 50 customers)
    Current: 32 customers
    [████████████████████░░░░░░░░░░░░] 64% (32/50)
    
    Remaining: 18 customers
    Days Left in Phase: 45
    Required Rate: 0.4 customers/day
    Current Rate: 0.5 customers/day ✅
    

11. Create Feature Completion Tracker

    ## Feature Roadmap Progress
    
    ### Must-Have Features (M1-3)
    - [x] User authentication & onboarding
    - [x] Workout plan generator (AI-powered)
    - [x] Client progress tracking
    - [x] Basic reporting dashboard
    - [ ] Mobile app MVP (2 weeks delayed)
    
    Progress: [████████████████░░░░░░░░] 80% (4/5 features)
    
    ### Nice-to-Have Features (M4-6)
    - [x] Advanced AI workout customization
    - [ ] Nutrition planning integration
    - [ ] WhatsApp/SMS notifications
    - [ ] Video exercise library
    
    Progress: [█████░░░░░░░░░░░░░░░░░░░░] 25% (1/4 features)
    

12. Create KPI Dashboard

    ## Key Performance Indicators (KPIs)
    
    | KPI | Target | Actual | Status |
    |-----|--------|--------|--------|
    | MRR | €9.5K | €7.2K | 🟡 -24% |
    | Customers | 50 | 32 | 🟡 -36% |
    | Churn Rate | <5% | 3.8% | 🟢 |
    | CAC (Cost per Acquisition) | <€50 | €42 | 🟢 |
    | LTV/CAC Ratio | >3x | 4.2x | 🟢 |
    | WAU/MAU | >40% | 52% | 🟢 |
    | NPS Score | >50 | 58 | 🟢 |
    | Feature Adoption | >60% | 65% | 🟢 |
    

Phase 4: Update Live Dashboard (5 minutes)

13. Update 1M Roadmap Tracker File Reference:

    /home/fitna/homelab/shared/dashboards/1m-roadmap-tracker.md

    # Read current tracker
    TRACKER_FILE="/home/fitna/homelab/shared/dashboards/1m-roadmap-tracker.md"
    
    # Update with new metrics (use Edit tool)
    # Replace MRR section with calculated values
    # Update progress bars
    # Refresh variance calculations
    # Update last updated timestamp
    

14. Add Trend Analysis

    ## Trend Analysis (Last 30 Days)
    
    ### MRR Growth
    30 days ago: €6.1K
    Today: €7.2K
    Growth: +€1.1K (+18%)
    Monthly Growth Rate: 18%
    **Projection to M6 Target:** €9.5K (reachable if growth sustained)
    
    ### Customer Acquisition
    30 days ago: 24 customers
    Today: 32 customers
    Net New: +8 customers (+33%)
    Churn: -2 customers
    Gross New: +10 customers
    **Projection:** 50 customers by end of Q2 ✅ On track
    

15. Generate Insights & Recommendations

    ## Insights & Recommendations
    
    ### 🟢 What's Working
    - Feature adoption rate (65%) exceeds target → users love the product
    - Churn rate (3.8%) well below target → strong retention
    - LTV/CAC ratio (4.2x) indicates healthy unit economics
    
    ### 🟡 Areas to Improve
    - MRR growth (-24% vs target) needs acceleration
      → **Action**: Launch Q2 pricing tier (€79/mo for 20-50 clients)
    - Customer acquisition (-36% vs target) behind pace
      → **Action**: Increase content marketing (2 blogs/week + YouTube shorts)
    
    ### 🔴 Risks
    - Mobile app MVP delayed by 2 weeks
      → **Impact**: May miss Q2 beta launch window
      → **Mitigation**: Re-scope MVP, focus on core features only
    

Phase 5: Sprint & Weekly Sync (Continuous)

16. Link to Sprint Progress Reference:

    /home/fitna/homelab/sprints/sprint-{NUMBER}/SPRINT_BOARD.md

    ## Current Sprint Contribution to Roadmap
    
    **Sprint 26 Goals:**
    - Landing page → Impacts: Customer acquisition (+10 signups/week projected)
    - Beta launch email → Impacts: Onboarding (10 beta users)
    - Monitoring setup → Impacts: Reliability (reduce downtime to <1%)
    
    **Sprint Impact on MRR:** +€500 (5 new customers @ €99/mo)
    

17. Weekly Update Cadence

    • Every Monday: Update MRR, customers, churn from CRM
    • Every Friday: Update feature progress, KPIs, trend analysis
    • End of Month: Full variance analysis, quarterly projections

Rules and Constraints

Hard Rules (Must Follow)

1. Update MRR and customers WEEKLY (minimum)
2. Variance MUST be calculated against roadmap targets
3. Progress bars MUST be accurate (don't fake progress)
4. KPIs MUST use objective data (no guessing)
5. Churn rate MUST be tracked monthly (critical metric)
6. All revenue streams MUST be broken down (SaaS, consulting, content, products)

Soft Rules (Best Practices)

• Update dashboard every Monday morning
• Include trend analysis (30-day, 90-day)
• Document assumptions in projections
• Link roadmap to sprint deliverables
• Celebrate wins (milestones reached)

Quality Gates

Before finalizing roadmap update:

• All KPIs populated with current data
• Variance calculated correctly (Actual - Target)
• Progress bars match percentages
• Trend analysis includes 30-day comparison
• Insights backed by data (not opinions)
• Recommendations are actionable

Expected Outputs

Deliverables

1. 1M Roadmap Tracker (updated) - Live dashboard with current metrics
2. Variance Report - Target vs. actual analysis
3. Trend Analysis - 30/90-day growth trends
4. Insights & Recommendations - Data-driven action items

File Structure

/home/fitna/homelab/shared/dashboards/
├── 1m-roadmap-tracker.md (updated weekly)
├── monthly-reports/
│   ├── 2025-01-mrr-report.md
│   ├── 2025-02-mrr-report.md
│   └── ...
└── historical/
    ├── 2025-01-snapshot.md
    └── 2025-02-snapshot.md

Success Metrics

• ✅ MRR updated weekly
• ✅ Variance within ±10% (on track)
• ✅ All 8 KPIs tracked and visualized
• ✅ Trends show upward trajectory
• ✅ Recommendations implemented within 2 weeks

Error Handling

Common Issues & Solutions

Issue: Missing MRR data

• Solution: Query CRM/Stripe for subscription revenue
• Fallback: Estimate from customer count × average plan price

Issue: Churn rate unknown

• Solution: Calculate: (Customers Lost / Total Customers) × 100
• Data Source: CRM cancellation records

Issue: Feature progress unclear

• Solution: Review sprint boards and Git commits
• Metric: Features marked "Done" / Total planned features

Issue: Variance too large (>25%)

• Action: Trigger urgent review, adjust roadmap or strategy
• Escalate: Discuss with stakeholders, revise targets if needed

Issue: Progress bars don't match percentages

• Solution: Recalculate: (Actual / Target) × 30 bars
• Validation: Percentage = (Number of █ symbols / 30) × 100

Example Usage

User Request

"Update the roadmap tracker with current MRR of €7.2K and 32 customers."

Agent Response

I'll update the roadmap tracker with your current metrics.

**Current Phase:** Q2 - Validation (Month 5 of 18)
**Target MRR:** €9.5K
**Actual MRR:** €7.2K
**Variance:** -€2.3K (-24%) 🟡

**MRR Progress Toward 103K€:**
[██████░░░░░░░░░░░░░░░░░░░░░░░░] 7% (€7.2K / €103K)

**Customer Acquisition:**
Target: 50 customers
Actual: 32 customers
Variance: -18 customers (-36%) 🟡

**Revenue Breakdown:**
- SaaS (Fitnaai): €5.8K (81%)
- Consulting: €1.0K (14%)
- Content: €0.3K (4%)
- Courses: €0.1K (1%)

**Trend Analysis (30 days):**
MRR: €6.1K → €7.2K (+€1.1K, +18%) 📈
Customers: 24 → 32 (+8, +33%) 📈
Churn: 3.8% (target: <5%) 🟢

**Recommendations:**
1. Launch €79/mo pricing tier to accelerate MRR growth
2. Increase content output (2 blogs/week) to boost customer acquisition
3. Focus on retention (churn excellent, maintain current quality)

**Status:** 🟡 Behind pace but trending positively. Sustaining 18% monthly growth will reach Q2 target.

**Updated:** `/home/fitna/homelab/shared/dashboards/1m-roadmap-tracker.md`

Integration Points

Related Skills

• Agent 1 - SprintManager: Link sprint deliverables to roadmap KPIs
• Agent 4 - DailyProgressReporter: Weekly velocity feeds into roadmap projections
• Agent 6 - MonitoringSetup: Track infrastructure KPIs (uptime, performance)

External Tools

• CRM/Stripe: Revenue and customer data
• Google Analytics: Traffic and content metrics
• GitHub: Feature completion tracking

Data Sources

• Roadmap:

  /home/fitna/homelab/ROADMAP_1M_18MONTHS.md

• Tracker:

  /home/fitna/homelab/shared/dashboards/1m-roadmap-tracker.md

• Sprint boards:

  /home/fitna/homelab/sprints/sprint-{NUMBER}/SPRINT_BOARD.md

Version

v1.0 - Initial skill definition based on 1M€ roadmap analysis