Customer Commitment Ledger for Roadmaps

Customer Commitment Ledger for Roadmaps is a PlanMagnet concept for software and SaaS companies that promise delivery dates to customers. It keeps every such promise in one ledger, linked to the epic or request that delivers it, and sets the promised date beside a forecast, the owning squad's capacity and the customer's renewal, so product, sales and customer success leaders share one honest answer to what was promised and whether it will be met.

In a software company, delivery promises are made in many places: a sales call to close an expansion, a customer success review ahead of a renewal, a roadmap conversation with a key account. They are rarely written down next to the work, and nobody notices that the squad delivering one of them is over-allocated until the promised date has passed, sometimes just before that customer's renewal.

The illustrated Customer commitments page sits under Products, with Log commitment and Export actions. Filter chips count all commitments and those at risk, on watch, on track, unscheduled and delivered, and tiles show open commitments, commitments at risk, the annual recurring revenue renewing with at-risk items and the median forecast slip. The ledger lists each commitment with its account, promised date, forecast window, linked epic or request, squad capacity with a utilization bar, renewal date and seats, and a status; commitments not yet scheduled show no forecast. One requested feature is marked at risk because its account renews before the work is scheduled. The selected at-risk commitment appears in a detail panel with its source, renewal and capacity, a forecast confidence, the sprints the forecast is grounded in and a caution that the estimate lands after the promised date, with Propose new date and Notify account owner actions. A footer shows the scheduled run behind the forecast, with Export and Share forecast.

The ledger is designed to draw on PlanMagnet's delivery forecasting, which projects dates from team throughput, and on its roadmap epics, and it is designed to work with other Burdenoff products. Squad capacity is designed to come from CrewFoundry, the renewal date and seat count from Subscriber Bot's provider-facing view of the account, and the originating deal from HeadshotMarketing, recorded as the source of the commitment. When a forecast slips past a promise, a product manager can propose a new date or notify the account owner from the same screen. Accounts, amounts and dates shown are sample data.