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Quarterly Planning

R
Written by Roy Turiski
Updated this week

As a Product Manager, one of your most important responsibilities is deciding what to build next and then measuring whether those choices deliver real impact. Planning a quarter is never about guesswork, it’s about balancing customer demand, business goals, and GTM commitments.

Traditionally, this process meant jumping between multiple channels, consolidating scattered feedback, observing usage patterns, checking pipeline and opportunity value, and trying to align everything with company OKRs. The result was a fragmented picture and often a gap between what was planned and what truly mattered to customers and the business.

With Bagel AI, quarterly planning is based on live customer data, impact metrics, and trends. You can see which ideas carry the most demand, apply your own impact criteria, and choose which customer segments to prioritize. Bagel AI highlights whether interest is rising or falling, and allows you to validate new hypotheses quickly so your plan always reflects both strategic goals and real customer needs.

With Bagel, you can:

  • Explore trends of customer demand: Identify ideas that are surging or declining and measure how many customers (and how much ARR) are tied to them.

  • Validate new hypotheses: Whether from GTM request, customer calls, or usage data, use the Discovery Page to test and add new ideas directly to your backlog.

  • Leverage generated AI ideas: Bagel helps uncover blind spots by gathering topic-related evidence and auto-prioritizing them into your backlog for review.

  • Mark candidates for next quarter: Segment demand by industry, tier, ARR, or product area and rank by impact goals in relation to the company's OKRs and KPIs.

  • Prioritize with confidence: Compare evidence, usage, and business context to decide what belongs in the quarter’s plan.

  • Track post-launch outcomes: Return to the Idea or Trends page to see if demand drops (problem solved) or persists (time for Phase 2). Pair this with adoption and renewal data to measure actual business impact.

Bagel AI helps to quarterly plan with identify what matters most, prioritize with data, launch, then measure outcomes, all in one place.

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