Evaluate and prioritize
Put every option in a matrix and compare them on the same questions.
Matrices
Compare every option on the same questions.
A matrix puts your options in entries and your questions in columns. An agent researches and fills in the answers. Your team checks them and decides.
- Start from a template or ask for a matrix in chat.
- Templates for bets, product portfolios, competitive intelligence, term sheets, fundraising rounds and grant pipelines.
- Click an answer to see the document it came from.
- Once you edit an answer, the agent can only suggest changes to it.
- Switch between the matrix, a board by stage, and a calendar.
- Link a matrix into a Room to share it with partners or your board.
- Read your matrices from the CLI, and update them through MCP.
- Export
- CSV of the filtered view
- From your own tools
- Lists APIOperalta CLIMCP setup
| Candidate | Status | Value | Effort | User need | Evidence | Risks | Decision | Owner |
|---|---|---|---|---|---|---|---|---|
| AI-Powered Query Suggestions | shipped | high | medium | Reduce time users spend writing complex queries | Support tickets citing query difficulty up 40% | Model hallucinations returning wrong suggestions | Ship with confidence threshold gating | Platform Team |
| Real-Time Dashboard Alerts | building | high | medium | Notify users when KPIs breach thresholds | Requested by 14 enterprise accounts in QBRs | Alert fatigue if defaults too sensitive | Build with smart cooldown periods | Growth Engineering |
| CSV Bulk Data Import Wizard | validated | high | low | Onboard data without engineering help | 60% of trial drop-offs at data connection step | Malformed CSVs causing silent data errors | Validate schema before commit; show diff preview | Onboarding Squad |
| Role-Based Access Control v2 | shipped | high | high | Admins need granular permission scoping | RBAC gap blocked 3 enterprise deals in Q2 | Misconfigured roles could expose sensitive data | Launched; monitor audit logs for anomalies | Security Team |
| Embedded Analytics SDK | building | high | high | Let customers embed charts in their own apps | 5 design partners confirmed intent to use SDK | SDK versioning and breakage on updates | Build v1 with iframe fallback option | Platform Team |
| Slack Digest Integration | validated | medium | low | Surface weekly metric summaries in Slack | Slack listed in 8 of 10 user-research sessions | Token revocation breaking scheduled digests | Scope to weekly summaries only for v1 | Integrations Team |
| Cohort Retention Analysis Module | idea | high | medium | Track user cohort behavior over time | Competitors offer cohort views; gap noted in demos | Complex UI may confuse non-analyst users | Needs UX prototype before committing to build | Product Team |
| White-Label Report Exports | idea | medium | low | Agencies need branded PDF reports for clients | 3 agency customers requested in NPS comments | Custom branding scope can grow quickly | Validate demand before scheduling sprint | Product Team |
| In-App Onboarding Checklist | shipped | high | low | Guide new users to first meaningful insight | Activation rate up 22% in A/B test | Checklist dismissed too early by power users | Shipped; add skip logic for experienced users | Growth Team |
| Data Freshness Indicators | building | medium | low | Show users when underlying data was last synced | Stale data complaints in 12 support tickets | Misleading timestamps if sync jobs fail silently | Show last-sync time with staleness warning badge | Data Infra Team |
| Custom Metric Formula Builder | stopped | medium | high | Let analysts define calculated metrics via UI | Only 4% of users had asked for formula editor | High complexity; low adoption likely | Stopped; SQL editor covers advanced use cases | Product Team |
| Multi-Workspace Data Federation | idea | high | high | Enterprises need cross-workspace unified views | Raised by 2 Fortune-1000 prospects in discovery | Data isolation and compliance complexity | Park until 5+ accounts confirm willingness to pay | Platform Team |
| AI-Powered Dashboard Insights | building | high | high | Analysts need to surface anomalies and trends without writing custom queries every time. | User interviews (n=18): 14 cited manual reporting as top pain point; NPS drag of -12 pts. | Model accuracy below 85% will erode trust; data privacy compliance adds scope. | Build in-house using existing data lake; defer third-party ML vendor to Q3 review. Effort is ~10 weeks across ML pipeline, model training, and UI. Rated high value on time-to-insight, from hours to minutes, and on its weight in competitive demos. | Head of Product |
| Native Salesforce CRM Connector | idea | high | medium | Sales-led teams need CRM data in Nexus without manual CSV exports. | Lost-deal analysis: 11 of 30 enterprise losses in Q1 cited CRM integration gap. | Salesforce API rate limits may affect sync reliability at scale; ISV certification adds 4 weeks. | Prioritize in Q3; assign a dedicated integration engineer and begin Salesforce ISV certification. Effort is ~5 weeks for OAuth, field mapping, and sync scheduling. Rated high value on the 40+ enterprise prospects blocked on it, an estimated $1.2M ARR opportunity. | Engineering Lead — Integrations |
| Scheduled Report Delivery | validated | medium | low | Executives need automated weekly and monthly reports delivered to their inbox without logging in. | Feature request logged 34 times in support portal; mentioned in 7 of last 10 QBRs. | Email deliverability and formatting across clients; data freshness SLA must be defined. | Build and ship in Q2 alongside the dashboard refresh, on the existing SendGrid integration. Effort is ~3 weeks for the renderer plus scheduler. Rated medium value: real stickiness for non-daily users and executive churn cover, but no direct revenue. | Product Manager — Retention |
| Mobile App Read-Only Mode | stopped | low | high | Field sales and executives need read-only dashboard access on mobile devices. | Requested by 12% of surveyed users; usage data shows less than 5% of sessions from mobile browsers. | High effort for limited engagement uplift; creates ongoing mobile engineering overhead. | Stopped; revisit only if mobile session share exceeds 15% or a strategic partner requires it. Effort was ~16 weeks minimum for native or React Native, with ongoing mobile engineering overhead. Rated low value: high perceived value in demos, little revenue impact. | Head of Product |
Lists
Group the records one piece of work needs.
A list groups the companies, contacts, investors or documents you need for one job. Each record stays in one place, so the list never goes out of date.
- Build and manage lists from the Lists page or from chat.
- Connected agents can keep a list up to date.
- Export as CSV.
- Export
- CSV
- From your own tools
- Lists API
Playbooks
Apply a proven method to your situation.
A playbook walks you through a known method, like OKRs or RICE prioritization, one step at a time in chat.
- Search the library by stage, function or sector, or get playbooks matched to your company.
- Playbooks such as EOS, OKRs, RICE prioritization, unit economics and founder-led sales.
- Pick up where you stopped.
For your company
See how Operalta fits your company.
Bring one current decision or process. We will map it together.