# 📝 Product Requirements Document (PRD)
<!-- Document Title: [FEATURE NAME] PRD -->

| Metadata | Details |
| :--- | :--- |
| **Feature Name** | [FEATURE_NAME] |
| **Epic Link** | [EPIC_LINK] |
| **Status** | [STATUS] |
| **PM Owner** | [PM_NAME] |
| **Tech Lead** | [TECH_LEAD_NAME] |
| **Designer** | [DESIGNER_NAME] |
| **Priority** | [PRIORITY] |
| **Target Release** | [TARGET_RELEASE] |

<!-- Example:
| **Feature Name** | In-App Analytics Dashboard |
| **Epic Link** | [EPIC-042: Data Insights Initiative](link-to-epic.md) |
| **Status** | `Draft` / `In Review` / `Ready for Dev` / `In Development` / `Shipped` |
| **PM Owner** | Sarah Chen |
| **Tech Lead** | David Kumar |
| **Designer** | Emily Wong |
| **Priority** | P0 (Critical) / P1 (High) / P2 (Medium) |
| **Target Release** | v2.5.0 (Q2 2026) |
-->

---

## 1. Context & Goal
*Why are we building this? Link to the BRD or Epic if applicable.*

### 1.1 Problem
*Describe the user pain point with evidence.*

[PROBLEM_DESCRIPTION]

<!-- Example: \"Users currently have to export data to CSV and use external tools (Excel, Tableau) to analyze their metrics, which is time-consuming and error-prone. User research (Jan 2026) showed 78% of users want in-app visualization, and support tickets for 'how to export data' increased 45% in Q4 2025.\" -->

### 1.2 Solution
*Describe the feature briefly.*

[SOLUTION_DESCRIPTION]

<!-- Example: \"Build an in-app analytics dashboard with interactive charts, real-time filtering, and customizable date ranges. Users can visualize key metrics without leaving the platform.\" -->

### 1.3 User Value
*What does the user get out of this? Use Jobs-to-be-Done framing.*

[USER_VALUE_DESCRIPTION]

<!-- Example: \"Real-time insights without leaving the platform. Users can make data-driven decisions in seconds instead of hours, identify trends visually, and share reports with team members instantly.\" -->

### 1.4 Business Value
*How does this support business goals?*

-   **Revenue Impact**: [REVENUE_IMPACT]
-   **Retention**: [RETENTION_IMPACT]
-   **Strategic Value**: [STRATEGIC_VALUE]

<!-- Example:
-   **Revenue Impact**: Expected to reduce churn by 3% (estimated $80k MRR retention)
-   **Retention**: Power users (who view analytics) have 2x higher retention rate
-   **Strategic Value**: Table stakes feature for enterprise tier; blocks 3 enterprise deals currently
-->

---

## 2. User Stories
*Format: As a [Persona], I want to [Action], so that [Benefit].*

| ID | Story | Persona | Priority | Acceptance Criteria |
| :--- | :--- | :--- | :--- | :--- |
| [STORY_ID_1] | As a **[PERSONA_1]**, I want to **[ACTION_1]**, so that I can **[BENEFIT_1]**. | [PERSONA_1] | [PRIORITY_1] | [ACCEPTANCE_CRITERIA_1] |
| [STORY_ID_2] | As a **[PERSONA_2]**, I want to **[ACTION_2]**, so that I can **[BENEFIT_2]**. | [PERSONA_2] | [PRIORITY_2] | [ACCEPTANCE_CRITERIA_2] |
| [STORY_ID_3] | As a **[PERSONA_3]**, I want to **[ACTION_3]**, so that I can **[BENEFIT_3]**. | [PERSONA_3] | [PRIORITY_3] | [ACCEPTANCE_CRITERIA_3] |

<!-- Example:
| ID | Story | Persona | Priority | Acceptance Criteria |
| :--- | :--- | :--- | :--- | :--- |
| **US-01** | As a **Data Analyst**, I want to **filter charts by date range**, so that I can **analyze seasonal trends**. | Power User | P0 | - Date picker allows custom range selection<br>- Charts update within 1s of filter change<br>- Default is "Last 30 Days"<br>- Supports relative ranges ("Last week", "Last month") |
| **US-02** | As a **Manager**, I want to **export the dashboard as PDF**, so that I can **share it in meetings**. | Busy Manager | P1 | - PDF retains layout and formatting<br>- Filename includes dashboard name and date<br>- Export completes within 5 seconds<br>- Supports A4 and Letter sizes |
| **US-03** | As a **Team Lead**, I want to **save custom dashboard views**, so that I can **quickly access my most-used metrics**. | Busy Manager | P2 | - Can save up to 5 custom views<br>- Views persist across sessions<br>- Can share saved views with team members |
-->

---

## 3. Functional Requirements
*Detailed behavior specifications. Use SHALL for mandatory, SHOULD for recommended, MAY for optional.*

### 3.1 [REQUIREMENT_CATEGORY_1]
<!-- Example: Dashboard Layout -->

-   [REQUIREMENT_1_1]
-   [REQUIREMENT_1_2]
-   [REQUIREMENT_1_3]

<!-- Example:
-   The dashboard SHALL consist of a header (filters) and a grid of widgets
-   Widgets SHALL be displayed in a responsive grid (3 columns on desktop, 2 on tablet, 1 on mobile)
-   Widgets MAY be draggable and resizable (Future scope: currently fixed layout)
-   The header SHALL remain visible when scrolling (sticky positioning)
-->

### 3.2 [REQUIREMENT_CATEGORY_2]
<!-- Example: Filtering Logic -->

-   **[SUB_CATEGORY_1]**: [DESCRIPTION_1]
-   **[SUB_CATEGORY_2]**: [DESCRIPTION_2]
-   **[SUB_CATEGORY_3]**: [DESCRIPTION_3]

<!-- Example:
-   **Global Filters**: SHALL apply to all widgets on the page simultaneously
-   **Persistence**: Filters SHALL persist across sessions using local storage
-   **Clear Filters**: Users SHALL be able to reset all filters to default with one click
-   **URL State**: Filter state SHOULD be reflected in URL for sharing (e.g., ?range=30d)
-->

### 3.3 [REQUIREMENT_CATEGORY_3]
<!-- Example: Data Visualization -->

-   **[ASPECT_1]**: [DETAILS_1]
-   **[ASPECT_2]**: [DETAILS_2]
-   **[ASPECT_3]**: [DETAILS_3]

<!-- Example:
-   **Chart Types**: SHALL support Line, Bar, and Pie charts. MAY support Scatter plots in Phase 2
-   **Empty States**: If no data exists for the selected range, SHALL show "No data found" illustration with helpful text
-   **Loading States**: SHALL show skeleton loaders while data is fetching (< 500ms)
-   **Data Limits**: SHALL display up to 1,000 data points per chart. SHALL aggregate if more data exists
-   **Tooltips**: SHALL show detailed values on hover (value, date, percentage change)
-->

### 3.4 [REQUIREMENT_CATEGORY_4]
<!-- Example: Permissions & Access Control -->

[PERMISSION_REQUIREMENTS]

<!-- Example:
-   Users SHALL only see data for workspaces they have access to
-   Owner and Admin roles SHALL see all metrics
-   Member role SHALL see metrics but NOT financial data
-   Viewer role SHALL have read-only access to saved dashboard views
-->

---

## 4. Design & UX
*Link to Figma/Design specs and describe key UX decisions.*

### 4.1 Design Assets
-   **Figma Link**: [FIGMA_URL]
-   **Design System Components**: [COMPONENT_LIST]
-   **Design Status**: [STATUS]

<!-- Example:
-   **Figma Link**: https://figma.com/file/abc123/Analytics-Dashboard
-   **Design System Components**: Card, DatePicker, ChartWidget, EmptyState
-   **Design Status**: ✅ Final designs approved (2026-01-15)
-->

### 4.2 Responsive Behavior

-   **Desktop (> 1024px)**: [DESKTOP_BEHAVIOR]
-   **Tablet (768px - 1024px)**: [TABLET_BEHAVIOR]
-   **Mobile (< 768px)**: [MOBILE_BEHAVIOR]

<!-- Example:
-   **Desktop (> 1024px)**: 3-column grid, sidebar filters, full tooltips
-   **Tablet (768px - 1024px)**: 2-column grid, collapsible sidebar, simplified tooltips
-   **Mobile (< 768px)**: Stack widgets vertically, filters in modal, tap-to-show-details for charts
-->

### 4.3 Accessibility (WCAG 2.1 AA)

-   [ACCESSIBILITY_REQUIREMENT_1]
-   [ACCESSIBILITY_REQUIREMENT_2]
-   [ACCESSIBILITY_REQUIREMENT_3]
-   [ACCESSIBILITY_REQUIREMENT_4]

<!-- Example:
-   All charts must have data tables available for screen readers (hidden by default, accessible via Tab navigation)
-   Color contrast ratio minimum 4.5:1 for all text and icons
-   All interactive elements (filters, chart points) must be keyboard navigable
-   Alt text for all chart images when exported
-   Support for screen reader announcements when charts update
-->

### 4.4 Wireframes (ASCII)
*Optional: Include text-based UI representation for version control.*

```
[ASCII_WIREFRAME]
```

<!-- Example:
```
______________________________________________________________
|  Analytics Dashboard                    [?] Help  [@] User  |
|____________________________________________________________|
|                                                            |
|  [Filter: Last 30 Days v]  [Export PDF]  [Save View]      |
|____________________________________________________________|
|                                                            |
|  +-----------------------+  +-----------------------+       |
|  | Active Users          |  | Revenue Trend         |       |
|  |                       |  |                       |       |
|  |   /\    /\            |  |  ___     ___          |       |
|  |  /  \  /  \___        |  | |   |   |   |         |       |
|  | 12.5k users           |  | $45.2k                |       |
|  +-----------------------+  +-----------------------+       |
|                                                            |
|  +-----------------------+  +-----------------------+       |
|  | Conversion Rate       |  | Top Features          |       |
|  |                       |  |  1. Analytics (45%)   |       |
|  |    2.8% ↑ 0.3%        |  |  2. Reports (32%)     |       |
|  |                       |  |  3. Exports (23%)     |       |
|  +-----------------------+  +-----------------------+       |
|____________________________________________________________|
```
-->

---

## 5. Technical Specifications
*To be filled/validated by Engineering.*

### 5.1 API Endpoints

| Endpoint | Method | Description | Request | Response |
| :--- | :--- | :--- | :--- | :--- |
| [ENDPOINT_1] | [METHOD_1] | [DESCRIPTION_1] | [REQUEST_1] | [RESPONSE_1] |
| [ENDPOINT_2] | [METHOD_2] | [DESCRIPTION_2] | [REQUEST_2] | [RESPONSE_2] |

<!-- Example:
| Endpoint | Method | Description | Request | Response |
| :--- | :--- | :--- | :--- | :--- |
| `/api/v1/analytics/summary` | GET | Fetch dashboard metrics | `?start_date=YYYY-MM-DD&end_date=YYYY-MM-DD` | `{ metrics: {...}, charts: [...] }` |
| `/api/v1/analytics/export` | POST | Export dashboard as PDF | `{ format: "pdf", filters: {...} }` | Binary PDF file |
-->

### 5.2 Database Changes

-   [DB_CHANGE_1]
-   [DB_CHANGE_2]
-   [DB_CHANGE_3]

<!-- Example:
-   Add index on `events` table for `timestamp` column (improve query performance)
-   Create new `dashboard_views` table to store saved user views
-   Add `last_viewed_at` column to `dashboards` table for tracking usage
-->

### 5.3 Performance Requirements

-   [PERFORMANCE_REQ_1]
-   [PERFORMANCE_REQ_2]
-   [PERFORMANCE_REQ_3]

<!-- Example:
-   Initial page load: < 2 seconds (p95)
-   Chart data fetch: < 500ms (p95)
-   Filter update: < 200ms (p95)
-   PDF export: < 5 seconds for standard dashboard
-   Support 100 concurrent users without degradation
-->

### 5.4 Security & Privacy

-   [SECURITY_REQ_1]
-   [SECURITY_REQ_2]
-   [SECURITY_REQ_3]

<!-- Example:
-   Ensure user can only see data for their own organization (tenant isolation)
-   API endpoints must require authentication (JWT token)
-   Rate limit: 100 requests per minute per user
-   PII data (if any) must be anonymized in exports
-   Audit log for all dashboard view/export actions
-->

### 5.5 Dependencies

-   [DEPENDENCY_1]
-   [DEPENDENCY_2]

<!-- Example:
-   Chart.js library v4.0+ for visualizations
-   jsPDF library for PDF generation
-   Redis for caching aggregated metrics (TTL: 5 minutes)
-->

---

## 6. Analytics & Tracking
*What events do we need to track? Reference `constitution.md` for tracking standards.*

| Event Name | Properties | Trigger | Priority |
| :--- | :--- | :--- | :--- |
| [EVENT_1] | [PROPERTIES_1] | [TRIGGER_1] | [PRIORITY_1] |
| [EVENT_2] | [PROPERTIES_2] | [TRIGGER_2] | [PRIORITY_2] |
| [EVENT_3] | [PROPERTIES_3] | [TRIGGER_3] | [PRIORITY_3] |

<!-- Example:
| Event Name | Properties | Trigger | Priority |
| :--- | :--- | :--- | :--- |
| `dashboard_viewed` | `user_id`, `org_id`, `dashboard_type` | On page load | P0 |
| `filter_applied` | `filter_type` (date/metric), `value`, `duration_ms` | On filter change | P0 |
| `export_clicked` | `format` (pdf/csv), `chart_count`, `date_range` | On export button click | P1 |
| `chart_interaction` | `chart_type`, `action` (hover/click/zoom) | On chart interaction | P2 |
| `dashboard_saved` | `view_name`, `filters_applied` | On save view | P1 |
-->

---

## 7. Edge Cases & Error Handling

### 7.1 Error States

| Scenario | Expected Behavior | Error Message |
| :--- | :--- | :--- |
| [SCENARIO_1] | [BEHAVIOR_1] | [MESSAGE_1] |
| [SCENARIO_2] | [BEHAVIOR_2] | [MESSAGE_2] |
| [SCENARIO_3] | [BEHAVIOR_3] | [MESSAGE_3] |

<!-- Example:
| Scenario | Expected Behavior | Error Message |
| :--- | :--- | :--- |
| Network failure during data fetch | Show cached data (if available) with warning banner. Show retry button. | "Failed to load latest data. Showing cached version. [Retry]" |
| No data for selected date range | Show empty state illustration with helpful text | "No data found for this period. Try a different date range." |
| Export timeout (> 30s) | Show error toast and offer to retry or reduce data range | "Export taking longer than expected. Try a shorter date range or contact support." |
| User exceeds rate limit | Block action and show cooldown timer | "Too many requests. Please wait 60 seconds before trying again." |
-->

### 7.2 Edge Cases

-   **[EDGE_CASE_1]**: [HANDLING_1]
-   **[EDGE_CASE_2]**: [HANDLING_2]
-   **[EDGE_CASE_3]**: [HANDLING_3]

<!-- Example:
-   **Massive Data (date range > 1 year)**: Show warning "Loading may take up to 30 seconds." Suggest using monthly aggregation.
-   **Timezone Handling**: Always display data in user's local timezone (from profile settings). Show timezone indicator in header.
-   **Concurrent Edits**: If another user modifies dashboard settings, show notification "Dashboard updated by [User]. Reload to see changes."
-   **Browser Compatibility**: Gracefully degrade chart interactivity on IE11 (show static charts with data tables).
-->

---

## 8. Launch Plan & Rollout

### 8.1 Rollout Strategy
-   **Phase 1**: [PHASE_1_PLAN]
-   **Phase 2**: [PHASE_2_PLAN]
-   **Phase 3**: [PHASE_3_PLAN]

<!-- Example:
-   **Phase 1**: Internal dogfooding (1 week)
-   **Phase 2**: Beta to 10% of Pro users (2 weeks, feature flag enabled)
-   **Phase 3**: 100% rollout to all users
-->

### 8.2 Success Criteria (Go/No-Go)
-   [CRITERIA_1]
-   [CRITERIA_2]
-   [CRITERIA_3]

<!-- Example:
-   < 2% error rate in production
-   Page load time < 2s (p95)
-   Positive feedback from 80%+ of beta users
-   Zero P0 bugs in staging
-->

### 8.3 Rollback Plan
[ROLLBACK_PLAN]

<!-- Example: "Feature flag can disable dashboard instantly. Fallback to 'Export to CSV' link if dashboard fails to load. Database migrations are reversible." -->

---

## 9. Questions / Open Items
*Track unresolved questions and decisions needed.*

-   [ ] [QUESTION_1] - **Owner**: [OWNER_1] - **Deadline**: [DATE_1]
-   [ ] [QUESTION_2] - **Owner**: [OWNER_2] - **Deadline**: [DATE_2]
-   [ ] [QUESTION_3] - **Owner**: [OWNER_3] - **Deadline**: [DATE_3]

<!-- Example:
-   [ ] Do we need to support dark mode for charts in V1? - **Owner**: Design - **Deadline**: 2026-01-10
-   [ ] What is the maximum number of widgets allowed per dashboard? - **Owner**: Engineering - **Deadline**: 2026-01-12
-   [ ] Should we cache chart data? If so, what's the TTL? - **Owner**: Tech Lead - **Deadline**: 2026-01-15
-   [ ] Do we need to support exporting individual charts or only full dashboard? - **Owner**: Product - **Deadline**: 2026-01-08
-->

---

## 10. Appendix

### 10.1 Research & References
-   [REFERENCE_1]
-   [REFERENCE_2]

<!-- Example:
-   User Research Report (Jan 2026): [link]
-   Competitive Analysis: [Competitor A Dashboard](link), [Competitor B Dashboard](link)
-   Design Inspiration: [Dribbble Collection](link)
-->

### 10.2 Related Documents
-   [RELATED_DOC_1]
-   [RELATED_DOC_2]

<!-- Example:
-   Epic: [EPIC-042: Data Insights Initiative](link)
-   BRD: [Analytics Dashboard BRD](link)
-   Technical Design Doc: [TDD-Analytics-Backend](link)
-->

---

**PRD Version**: [PRD_VERSION] | **Last Updated**: [LAST_UPDATED_DATE]
<!-- Example: PRD Version: 1.3.0 | Last Updated: 2026-01-02 -->
