Launch readiness · an honest status board

Know what is ready before you bring the team in.

A plain-language view of the account path, forecast workflow, and the controls around exports and offboarding at launch.

The launch sequence

Account → workflow → governance.
  1. 01

    Account

    Create and access a workspace

  2. 02

    Workflow

    Import, forecast, and review

  3. 03

    Governance

    Export and close out

Each status points to the next useful destination. Roadmap items are named as such; no dates are implied here.

Read the statuses in viewer context.
Workspace access and workflow checks can be Partial for an anonymous or unpaid viewer because that viewer lacks the paid workspace context needed to exercise or verify protected actions. These viewer-specific Partials are not product-wide capability gaps.

Payment readiness is product-wide and independent of the current viewer's workspace entitlement. When Starter and Team hosted checkout are available, the Payment check stays Ready and points to published pricing.

Live charges, customer receipts, and refunds remain unverified owner follow-ups. A Partial status never grants paid access; protected actions continue to use the existing entitlement checks.

Launch status by product area

01 · Account and access

Get a workspace ready to work.

The account, payment, and membership path is clear before the first forecast begins.

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Signup
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Payment
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Workspace access
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02 · Core workflow

Move from source data to a reviewed forecast.

These are the product surfaces finance teams use to build, compare, and review the number.

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Data import
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Forecasting
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Approvals
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03 · Governance and exit

Know what remains controlled at the edges.

Exports and offboarding are deliberately scoped to workspace permissions and policy.

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Exports
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Cancellation
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