M5 v1.2 Launch

Due Nov 30, 2026

Planned1 / 39 (3%)

Exit criteria (0/4)

☐ v1.2 release with measurable depth and reliability improvements.
☐ Expanded connector/dashboard coverage with better template conversion.
☐ AI/context workflows become dependable production flows.
☐ Enterprise readiness gaps prioritized and partly closed.

KPI targets (0/3)

☐ Retention/expansion improve vs v1.0 baseline.
☐ Usage depth per account trends upward.
☐ Critical incident rate reduced vs v1.0 window.

Tasks by Workstream

dft core (Sr Engineer Architect)

v1.2 delivers meaningful depth improvements in the YAML contract, compiler/normalizer, execution adapters, and release/versioning based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Quality and performance improvements — Ship measurable quality/performance improvements in execution/runtime adapters tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in YAML contract and normalizer prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for versioning and migrations, including communication and upgrade guidance.
☑Add optional markdown-svg raw HTML foreignObject passthrough CompletedPR #756PR at 2026-03-24T00:57:44-07:00 — Add an opt-in markdown-svg configuration flag, off by default, that allows raw HTML embedded in markdown to be rendered…
☐Build and release Dataface markdown integrations for MkDocs and popular doc tools Waiting on decide-markdown-report-schema-naming-for-boards-versus-faces, decide-final-dft-product-and-cli-naming-for-public-launch, support-markdown-report-pages-in-faces-with-frontmatter-and-chart-board-embeds — After the markdown report contract is stable, ship supported integrations for MkDocs and other common markdown/doc ecos…

cloud suite (UI Design and Frontend Dev)

v1.2 delivers meaningful depth improvements in hosted user experience for onboarding, sharing, collaboration, and account/project flows based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Quality and performance improvements — Ship measurable quality/performance improvements in sharing and collaboration surface tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in workspace and onboarding UX prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for account/project lifecycle flows, including communication and upgrade guida…

inspect profiler (Sr Engineer Architect)

v1.2 delivers meaningful depth improvements in warehouse profiling, semantic inference, and analyst-facing data context surfaces based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Quality and performance improvements — Ship measurable quality/performance improvements in semantic inference and context quality tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in profiling pipeline prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for analyst-facing inspector experience, including communication and upgrade g…

mcp analyst agent (Data AI Engineer Architect)

v1.2 delivers meaningful depth improvements in AI agent tool interfaces, execution workflows, and eval-driven behavior tuning based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Add eval loop for dashboard search and variable-scoped navigation — Build a repeatable eval loop for dashboard search that measures not only whether the right dashboard is retrieved, but…
☐Expand dashboard search to return variable-scoped deep links — Extend dashboard search and handoff flows so agents and users can navigate to an existing dashboard with explicit varia…
☐Quality and performance improvements — Ship measurable quality/performance improvements in agent prompt/workflow behavior tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in MCP tool execution model prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for eval and guardrail framework, including communication and upgrade guidance.
☐Add business-semantic ambiguity slices to text-to-SQL benchmark Waiting on add-retrieval-side-gold-labels-to-text-to-sql-benchmark — Add benchmark cases where business meaning is ambiguous despite simple schema names such as gross versus net revenue or…
☐Add schema-linking supervision to text-to-SQL benchmark cases Waiting on add-retrieval-side-gold-labels-to-text-to-sql-benchmark — Annotate question spans to expected tables columns metrics and filters so retrieval and planning quality can be evaluat…
☐Dashboard linking — canonical entity metadata (M5, only if needed) Dashboard linking — Revisit optional YAML metadata (canonical_for / entity+role) for default drill targets and agents. V1–M2 explicitly def…

ft dash packs (Data Analysis Evangelist and AI Training)

v1.2 delivers meaningful depth improvements in connector-specific dashboard packs and KPI narratives for Fivetran sources based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Quality and performance improvements — Ship measurable quality/performance improvements in dashboard narrative quality tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in connector pack coverage prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for pack publishing workflow, including communication and upgrade guidance.

ide extension (Head of Engineering)

v1.2 delivers meaningful depth improvements in analyst authoring workflow in VS Code/Cursor with preview, diagnostics, and assist based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Quality and performance improvements — Ship measurable quality/performance improvements in IDE diagnostics and guidance tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in editor + preview workflow prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for inspector/agent integration in IDE, including communication and upgrade gu…

chart library (rj)

v1.2 delivers meaningful depth improvements in visual language, chart defaults, interaction behavior, and differentiated styling based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Quality and performance improvements — Ship measurable quality/performance improvements in chart default behavior tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in visual language system prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for interaction/accessibility polish, including communication and upgrade guid…

context catalog nimble (Data AI Engineer Architect)

v1.2 delivers meaningful depth improvements in context schema/catalog contracts and Nimble enrichment flows across product surfaces based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Quality and performance improvements — Ship measurable quality/performance improvements in context enrichment rules tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in context schema model prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for cross-surface context contract, including communication and upgrade guidan…
☐evaluate snowflake semantic views and lineage as context sources — Investigate whether Snowflake semantic views, Cortex Analyst instructions, and GET_LINEAGE metadata should be ingested…

dashboard factory (Data Analysis Evangelist and AI Training)

v1.2 delivers meaningful depth improvements in repeatable process for producing, reviewing, and publishing quickstarts/examples based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Quality and performance improvements — Ship measurable quality/performance improvements in quality rubric + review process tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in template production pipeline prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for publication throughput operations, including communication and upgrade gui…

infra tooling (Sr Engineer Architect)

v1.2 delivers meaningful depth improvements in developer tooling, local workflow reliability, and deployment execution safety based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐M5 v1.2 release closure and migration sign-off — Own the M5 closure artifact: verify release readiness, migration guidance, regression coverage, and owner-based gap clo…

integrations platform (Head of Engineering)

v1.2 delivers meaningful depth improvements in deployment, billing, 5T connectivity, and operational reliability/launch integration based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.

☐Quality and performance improvements — Ship measurable quality/performance improvements in billing/connectivity operations tied to user-facing outcomes.
☐v1.2 depth expansion — Deliver depth expansion in platform deployment/integration path prioritized by observed usage and retention outcomes.
☐v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for reliability + launch operations, including communication and upgrade guida…