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Idea Table

Bagel AI enables every team to align work with their own goals and responsibilities.

R
Written by Roy Turiski
Updated over a week ago

Bagel centralizes all your ideas (roadmap items) in one place and automatically consolidates their potential business impact and context.

Prioritization
Quantify potential impact with linked data (e.g., affected revenue, accounts, adoption) so you can stack-rank what to build next.

Evaluate your backlog through impact goals to decide what will move the needle next quarter. Prioritization combines customer business data (ARR, renewal window, segment, tier, pipeline stage) with usage data (adoption, active seats, feature engagement) so you can filter and rank work by the outcomes you care about. Create goal-based views (e.g., “Q4 Churn Reduction” or “Upsell Unlocks”), segment on any dimension (industry, plan, region, product area), and let Bagel surface the highest-leverage items to commit next.

Impact goal examples

  • Upsell opportunities - Rank items tied to accounts with expansion ARR or high intent but blocked by a missing capability; factor in product usage signals to confirm readiness.

  • Risk of churn - Elevate fixes for accounts with ARR at risk, upcoming renewals, low adoption, or repeated pain points captured in requests.

  • Deal breakers - Identify features stalling open deals, quantify by number of affected opportunities, total pipeline value, and historical win-rate impact.

Views & Subpages

Create saved, shareable views (by segment, account tier, product area, etc.) and organize them into subpages for different audiences.

Custom views let you slice and filter your backlog by any segmentation you care about- such as product area, industry, customer tier, ARR band, or adoption level. You can save these views for ongoing use, share them with teammates, and switch lenses easily to see the highest-impact items for each segment or outcome.

Build and save views with any segmentation: product area, industry, account tier/plan, region, ARR bands, renewal window, lifecycle stage (prospect, active, renewal), usage/adoption thresholds, NPS/CSAT, and more.

Examples for subpages for analytics & trackers:

  • Churn Risk Tracker - Low adoption + renewal in ≤ 90 days.

  • Upsell Radar - Accounts with expansion potential blocked by specific features.

  • Deal-Blockers Board - Open opportunities stalled by missing capabilities.

  • Product Area Drill-downs - e.g., “Mobile Onboarding” across Enterprise accounts ≥$100k ARR.

  • Industry Focus - Fintech companies with focus on enterprise only.

  • Health & Adoption - Accounts below usage thresholds or low NPS score.

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