Data Intelligence & Analytics

Executive Weekly Report • April 1-14, 2026 • Roadmap Epics Only
Executive Highlights (Roadmap Epics with Activity)

DIA-41042: GTM Datasource Improvements (9 tasks)

Completed 9 tasks across executive reporting, GTM Management Dashboard integrations, and attribution analytics. Validated 5Q and 9Q executive summaries, integrated Varicent quota data and Fullcast user hierarchies, and built LTV:CAC cohort analysis datasets.

Contributors: Nannan Xun, Polycarp Odawo, Tim Cho
Impact: Enables automated Sales Excellence and GTM Management dashboards, eliminating manual spreadsheet dependencies and improving forecast visibility across RevOps.

DIA-35230: DIA Portal (10 tasks)

Closed 10 tasks advancing the DIA Portal platform including GenAI Toolbox integration, data model development, BigQuery MCP research, UI chat interface improvements, and staging environment setup.

Contributors: William White, Manan Arora, Francisco Costa, Andy Fan, Mihir Gada
Impact: Foundation for self-serve analytics platform and AI-powered data access tools, improving data discoverability for business users.

DIA-41022: MIRA - QBR Improvements (6 tasks)

Delivered 6 tasks for QBR automation including prompt caching analysis, template error fixes, image retrieval improvements, and environment-specific infrastructure setup.

Contributor: Dinesh Bandaru
Impact: Enhances automated quarterly business review generation, reducing manual preparation time and improving consistency in executive reporting.

DIA-40973: DIA Content Warehouse (5 tasks)

Completed 5 infrastructure tasks including R2 bucket creation, ingestion job updates, mapping table configurations, and full dataset order form processing.

Contributor: Patrick Flathers
Impact: Establishes foundation for centralized content management and improved data governance across DIA datasets.

DIA-41041: GTM Data Ingestions (5 tasks)

Closed 5 data integration tasks including Fullcast team details ingestion, Salesforce case table updates, ZoomInfo datacube delivery, and waterfall model refresh.

Contributors: Nannan Xun, Diya Varghese, Vivian Huynh, Alex McGrady
Impact: Improves data quality and timeliness for GTM analytics, supporting sales planning and territory management decisions.

DIA-41051: Account Research in Prospect 360 (3 tasks)

Delivered 3 market intelligence enhancements including news sorting by month-year, date format updates, and key initiatives migration to Market Intelligence section.

Contributor: Peiyan Wang
Impact: Improves sales team ability to research accounts and track market intelligence, enabling more informed customer engagement.

DIA-41244: Prospect 360 Contacts Enhancements (2 tasks)

Added dedicated Contacts area on Overview page and Contact Search functionality links, improving account visibility for sales teams.

Contributor: Tara Fender
Impact: Enhances account management capabilities in Prospect 360, improving sales productivity through better contact organization.

DIA-41515: Churn Propensity Model (2 tasks)

Fixed security issues and logic bugs in presentation plots, and implemented logging for per-account predictions and SHAP values in training pipeline.

Contributor: André Bento
Impact: Improves model reliability and auditability for customer churn predictions, supporting customer success retention strategies.

DIA-41509: Project Crystal Ball (2 tasks)

Enhanced sentiment analysis context and improved handling of parent-child company relationships in account research.

Contributor: Prisca Ekhaeyemhe
Impact: Improves accuracy of account sentiment analysis and company hierarchy understanding for sales intelligence.

DIA-40136: Marketing Data Hub (2 tasks)

Created monthly and daily export jobs for Adobe and Salesforce integrations, and completed data classification for Demandbase person data.

Contributor: Diya Varghese
Impact: Enables automated data synchronization for marketing operations, improving audience targeting and personalization capabilities.

DIA-41352: AP Invoice Automation (2 tasks)

Moved hackathon code to DS repository and deployed to DS team Dash account, advancing invoice processing automation.

Contributor: Kavya Srinivasan
Impact: Progress toward automated accounts payable processing, reducing manual invoice handling and improving finance operations efficiency.

DIA-41046: Prioritization in Prospect 360 (1 task)

Aligned on data points for 'Strategic Fit' scoring and intent signals, defining prioritization methodology.

Contributor: Michael Thane
Impact: Establishes foundation for data-driven account prioritization in Prospect 360, helping sales focus on highest-potential accounts.
Epics Without Activity This Period (12)

The following roadmap epics had no closed tickets in the past 14 days:

DIA-41529: 2026Q2: R&D Tax Credits (Owner: Kavya Srinivasan) - No activity this period
DIA-41531: 2026Q2: Mobility Taxation (Owner: Kavya Srinivasan) - No activity this period
DIA-41510: 2026Q2: GTM Account Similarity Model (Owner: Kyle Cuilla) - No activity this period
DIA-41321: 2026Q2: Wizia Replacement - Marketing (Owner: Vamshi Mugala) - No activity this period
DIA-41322: 2026Q2: Prospect 360 CF1 Account Research (Owner: Vamshi Mugala) - No activity this period
DIA-41260: 2026Q2: GTM Project Pandora (Owner: Kyle Cuilla) - No activity this period
DIA-41512: 2026Q2: GTM CF1 Propensity Model (Owner: Chloe Kwon) - No activity this period
DIA-41514: 2026Q2: ML Variable Billing Forecasting (Owner: Dinesh Bandaru) - No activity this period
DIA-40981: Prospect 360 Portfolio Overview Page (Owner: Vibhanshu Bhardwaj) - No activity this period
DIA-41054: Engagement Touchpoints Update (Owner: Tara Fender) - No activity this period
DIA-28503: 2026Q2: Uptempo Data Integration (Owner: João Henriques) - No activity this period
DIA-31614: Globalization - Smartling S3 Import (Owner: João Henriques) - No activity this period
Weekly Metrics (Roadmap Epics Only)
49
Tasks Closed
12
Epics with Activity
12
Epics Without Activity
14+
Contributors
Detailed Task Log

All 49 closed tickets from roadmap epics:

Epic Ticket Summary Assignee
DIA-41042DIA-41618cac:ltv review query and contextTim Cho
DIA-41042DIA-41158Build and Validate Datasets for LTV:CAC MQL Cohort AnalysisNannan Xun
DIA-41042DIA-40701Create and validate sandbox.caq_qbr (9-Quarter Reporting)Nannan Xun
DIA-41042DIA-40700Create and validate sandbox.bi_private_caq (5-Quarter Summary)Nannan Xun
DIA-41042DIA-40699Create and validate sandbox.bi_public_caqNannan Xun
DIA-41042DIA-40698Create and validate sandbox.campaign_activity_metricsNannan Xun
DIA-41042DIA-38698Get GTM Management Dashboard quota from varicentPolycarp Odawo
DIA-41042DIA-38696Get SED user hierarchy from fullcastPolycarp Odawo
DIA-41042DIA-40824Migrate Partner Enablement Datasource to bi_privateTim Cho
DIA-35230DIA-41413Add Administrator Read Only permission for franciscocostaFrancisco Costa
DIA-35230DIA-41458Remove franciscocosta invite from members.tfFrancisco Costa
DIA-35230DIA-38639Worker for dia-portal-stageWilliam White
DIA-35230DIA-41332UI Chat Interface: RichMessageRenderer FixesManan Arora
DIA-35230DIA-41331UI Chat Interface: Messages Rendering FixesWilliam White
DIA-35230DIA-38850Research for Bigquery MCP implementationsMihir Gada
DIA-35230DIA-38637DIA Portal Data ModelWilliam White
DIA-35230DIA-40627GenAI ToolboxAndy Fan
DIA-35230DIA-41447Add Workers Platform Admin roleManan Arora
DIA-35230DIA-41470Add platform team to toolbox on stagingManan Arora
DIA-41022DIA-41709Map "Area 1" to Email SecurityDinesh Bandaru
DIA-41022DIA-41478Error copying the template into user's driveDinesh Bandaru
DIA-41022DIA-41289Image retrieval failingDinesh Bandaru
DIA-41022DIA-40982Analyze impact of prompt cachingDinesh Bandaru
DIA-41022DIA-40975Remove Llama tool selection callDinesh Bandaru
DIA-41022DIA-40971Environment specific R2 bucket / folderDinesh Bandaru
DIA-40973DIA-41419Create R2 Buckets for Content WarehousePatrick Flathers
DIA-40973DIA-41215Update ingestion jobs to adhere to new mapping policyPatrick Flathers
DIA-40973DIA-41214Add mapping columns to entity tablePatrick Flathers
DIA-40973DIA-40979Full dataset order formsPatrick Flathers
DIA-40973DIA-36724Core Mapping Table ConfigPatrick Flathers
DIA-41041DIA-40972Fullcast file ingestion into BigQueryDiya Varghese
DIA-41041DIA-41156Refresh Waterfall Model by 4/7Nannan Xun
DIA-41041DIA-40100Update to Q2 Zoominfo datacube deliveryVivian Huynh
DIA-41041DIA-37062Added columns to salesforce_raw.case tableNannan Xun
DIA-41041DIA-41039Remove customer from atm campaignsAlex McGrady
DIA-41051DIA-41351Sort Market Intelligence - Recent News by Month-YearPeiyan Wang
DIA-41051DIA-41350Update date format in Market IntelligencePeiyan Wang
DIA-41051DIA-41349Move key initiatives to Market IntelligencePeiyan Wang
DIA-41244DIA-41258Add dedicated area for Contacts on Overview pageTara Fender
DIA-41244DIA-41257Add link to Contact Search on Overview pageTara Fender
DIA-41515DIA-41602Fix security issues and logic bugs in presentation_plotsAndré Bento
DIA-41515DIA-41319Log per-account predictions and SHAP valuesAndré Bento
DIA-41509DIA-41201Provide more context around Cloudflare sentimentPrisca Ekhaeyemhe
DIA-41509DIA-41202Handling parent and child companyPrisca Ekhaeyemhe
DIA-40136DIA-41026Create monthly and daily export jobs for Adobe and SalesforceDiya Varghese
DIA-40136DIA-41543Complete data classification for demandbase personDiya Varghese
DIA-41352DIA-41353Move Hackathon code to DS repoKavya Srinivasan
DIA-41352DIA-41354Deploy to DS team Dash accountKavya Srinivasan
DIA-41046DIA-41047Align on data points for Strategic Fit and intent signalsMichael Thane
Information Request
To improve executive reporting visibility for epics without activity, please provide:
  1. One-sentence business impact statement for each epic
  2. Target completion date for epics marked "In Progress" or "Needs Triage"

This will enable more comprehensive impact assessment in future reports.