Customer roadmap update
Tell customers what is now, next and later on the roadmap with a live Kanban board and highlights of feedback shipped.
- Industry
- B2B SaaS and Technology Vendors
- Team
- Marketing, Client services, Product and engineering
- Use case
- Client portals
- Tags
- Product feedback
- Includes
- 1 database · 1 app
Template preview
Included items
-
Dashboards
App · 1 embedded block (progress-roadmap) · Requires sign-in
-
Product feedback and roadmap intake
Database · Embedded view: Roadmap Kanban (Feedback requests dashboard) · Requires sign-in
Overview
What this template supports
A client-visible quarterly roadmap update for customers and partners of an API platform or developer tools vendor, prepared by product marketing. It pairs a now-next-later explanation with an embedded roadmap Kanban board, highlights, released items and where customer feedback shaped a decision. It embeds the Roadmap Kanban view of the product feedback and roadmap intake database. It also shows an example block from the Dashboards app.
- Now, next, later explanation
- Embedded roadmap Kanban board
- Highlights table
- Released items checklist
- Feedback how-to steps
- Example block from the Dashboards app
How to use this template
-
Review the board before sharing
Check every card's Source account for names that should not be visible to a different customer, and generalize as needed.
-
Fill the highlights and released list
Update the highlights table and released checklist for the update period.
-
Add feedback provenance
Fill the feedback table showing which requests led to which decisions.
Frequently asked questions
What does Customer roadmap update help me do?
Tell customers what is now, next and later on the roadmap with a live Kanban board and highlights of feedback shipped.
What is included in this template?
It includes Now, next, later explanation, Embedded roadmap Kanban board, Highlights table and Released items checklist.
Who is this template designed for?
It is designed for Marketing, Client services and Product and engineering teams working in B2B SaaS and Technology Vendors.
What should I review before using this template?
Check every card's Source account for names that should not be visible to a different customer, and generalize as needed. Update the highlights table and released checklist for the update period.
Does the roadmap board update by itself?
Yes. The embedded board shows the live records from the feedback and roadmap database, so a status change moves the card.
Are Building and Planned dates firm commitments?
No. The page states that dates and scope can change during development and that only Released items are available today.