Product portfolio planning

See what’s possible. Know what to build next.

Bring ideas from every team into one place and prioritize the ones that best support your growth goals. Use AI workflows to capture approvals, update milestones, and share progress updates to ensure product launch readiness.

Strategic initiative

Reduce service downtime

RankProduct ideaScore
01Smart Relay86
02Energy Meter75
03Docking Station73

Trusted by teams building industrial hardware and software

Most products succeed or fail before launch.

The products you choose and the dates you hit decide most of your growth. Those decisions still run on spreadsheets, status meetings, and follow-ups.

Customer story / Hartigen
“Our idea prioritization backlog went from a 2-hour prep process to 10 minutes max every week with Profitic.”
Eric MooreCTO, Hartigen

How Hartigen prioritizes strategic growth with Profitic

Customer requests helped Hartigen grow, but they also pulled its roadmap in different directions. To decide what to build for its next phase of growth, the team uses Profitic to weigh each request against its strategy and model its potential return.

“We went from complete indecision on a strategic bet we had been considering for months to a clear, aligned decision in a week with Profitic.”
Matt Lehto, Hartigen
01 Idea intake

Give promising product ideas a path forward.

Bring ideas out of conversations and into a shared pipeline, where your team can compare opportunities and decide which deserve a closer look.

01 / COLLECT

Where ideas start

02 / ORGANIZE

What teams bring in

  • Customer requests
  • Engineering improvements
  • New product ideas
03 / RANK

Score against your priorities.

Product opportunityStrategic fitScore
01 Smart RelayHigh86
02 Edge ControllerHigh82
03 Motor DriveHigh81

Capture ideas where they happen

Bring customer requests, engineering improvements, and new product ideas into Profitic from conversations, work items, documents, and support tickets. Keep the original context with each idea.

Score ideas consistently across teams

Agree on how much strategic fit, sales demand, effort, and risk should count. With one scorecard, you can compare a customer request from sales with a proposal from engineering and see why one ranks higher.

Advance the strongest opportunities

Identify ideas worth further evaluation and keep their supporting evidence together as they move toward a business case or project.

02 Business impact

Understand the return before committing resources.

Turn early assumptions into a business case your team can build, challenge, and agree on.

Bring the value of ideas to life

Describe an investment in plain language. Profitic AI builds the business case with you, surfacing costs that are easy to miss.

Compare scenarios to test your thinking

Run each scenario across a range of outcomes to see which option earns its investment.

Build models together

Sales, finance, and operations confirm their own inputs in one shared model, so everyone can see what’s agreed and what still needs input.

BUSINESS CASE

See what changes before you commit

Explore how volume and cost assumptions affect the same product investment.

Smart RelayBase case
Annual revenue$3.20M
Annual gross profit$2.00M
Gross margin62.5%
Revenue
$3.20M
Product costs
$1.20M
Gross profit
$2.00M
After $500K upfront tooling$1.50M
5,000 units / year$640 price / unit$240 cost / unit
03 Prioritization

Give each team a clear next priority

Decide which projects deserve your team’s time. Build priority lists around a strategic initiative, product line, or customer segment so people know what comes first and why.

Portfolio / Compare

Project bubble chart

3-year forecasts

Risk

EffortRank 1. Smart Relay. Effort 2 / 5; Risk 1.9 / 5; Forecast NPV $4.47M1Rank 2. Flow Sensor. Effort 1.25 / 5; Risk 1.6 / 5; Forecast NPV $2.19M2Rank 3. Docking Station. Effort 1.5 / 5; Risk 1.4 / 5; Forecast NPV $1.23M3Rank 4. Energy Meter. Effort 2.3 / 5; Risk 2.6 / 5; Forecast NPV $2.41M4Rank 5. Seal Monitor. Effort 1.8 / 5; Risk 2.3 / 5; Forecast NPV $880K5Rank 6. Wireless Gateway. Effort 2.8 / 5; Risk 2.1 / 5; Forecast NPV $1.82M6Rank 7. Edge Controller. Effort 3.2 / 5; Risk 3 / 5; Forecast NPV $3M7Rank 8. Thermal Sensor. Effort 3.9 / 5; Risk 4.4 / 5; Forecast NPV $3.35M8Rank 9. Motor Drive. Effort 4.5 / 5; Risk 2.8 / 5; Forecast NPV $2.08M9Rank 10. Torque Tool. Effort 3.4 / 5; Risk 3.9 / 5; Forecast NPV $1.32M10Rank 11. Vibration Kit. Effort 3.8 / 5; Risk 3.5 / 5; Forecast NPV $1.01M11Rank 12. Test Rack. Effort 4.15 / 5; Risk 4.1 / 5; Forecast NPV $610K12
Bubble size: net present value (NPV)Scores: 1 low · 5 high

Ranked Priority

12 projects
Projects ranked by the three metrics shown in the bubble chart
#ProjectEffort Risk NPV
01Smart Relay21.9$4.47M
02Flow Sensor1.251.6$2.19M
03Docking Station1.51.4$1.23M
04Energy Meter2.32.6$2.41M
05Seal Monitor1.82.3$880K
06Wireless Gateway2.82.1$1.82M
07Edge Controller3.23$3M
08Thermal Sensor3.94.4$3.35M
09Motor Drive4.52.8$2.08M
10Torque Tool3.43.9$1.32M
11Vibration Kit3.83.5$1.01M
12Test Rack4.154.1$610K

The three chart metrics count equally. Arrows show which direction ranks higher.

Compare ideas by impact

Compare ideas side by side on demand, effort, and risk. Weigh those scores against expected costs and returns to decide what to build first.

Make priorities and ownership clear

Show why each project ranks where it does and who owns it, so everyone knows where to focus next.

Adapt to strategy changes instantly

When markets shift, adjust the weight you give each strategic goal and immediately see which projects move up or down your priority list.

04 Strategy execution

Keep your growth plan moving across teams.

Connect product priorities to the people, milestones, and decisions needed to deliver them, with less time spent chasing status.

Portfolio timeline

Grouped by product line
Industrial controls
Smart RelayOn track
Edge ControllerAt risk
Thermal systems
Wireless GatewayOn track
Thermal SensorDelayed

Thermal SensorOne-quarter launch delay

Q1 2028 revenue forecastOriginally $149K$64K−$85K

Keep priorities visible

Link projects to strategic initiatives so teams understand which business goals the work supports and why it matters.

See delivery risks

Bring engineering progress, manufacturing requirements, and commercial milestones into a shared timeline through connected AI workflows. Spot slippage before making new commitments.

Make commitments explicit

Assign approvers and due dates. Request sign-offs through Slack or email, with requirements and supporting evidence kept alongside each decision.

See what a delay costs

Profitic AI gathers project updates across teams. When a milestone slips, see which launch is at risk and how much forecast revenue could move into a later quarter.

05 Reporting

Show the board where growth will come from

Show leadership which product investments support each growth initiative, how much revenue they could deliver, and where the forecast falls short. Bring the decision you need from the board into the same conversation.

Connect spending to strategy

Show the growth initiative behind each investment so leadership can see why it earned a place in the portfolio.

Explain what changed

When a launch date slips, put the revised revenue forecast alongside the original plan.

Bring a decision to the board

Identify the gap and the choice it creates: protect a launch, back another opportunity, or revise the target.

Portfolio / Forecast

How investments add up

By product line
2028 annual run rate
$145M
Growth goal
$150M
Gap to close
$5M
Annual revenue run rate by product lineFive product lines start at $100 million in annual revenue. Eight new investments contribute $45 million, bringing the forecast annual run rate to $145 million by Q4 2028 against a $150 million goal. The remaining gap is $5 million.$0$40M$80M$120M$160MIndustrial controls: $32M existing revenue + $13M from new investments = $45M annual run rateThermal systems: $24M existing revenue + $11M from new investments = $35M annual run rateField instruments: $20M existing revenue + $8M from new investments = $28M annual run rateMotion systems: $16M existing revenue + $8M from new investments = $24M annual run rateConnected monitoring: $8M existing revenue + $5M from new investments = $13M annual run rate2028 goal · $150M$100M todayNowQ1Q2Q3Q4Q1Q2Q3Q420272028Annual revenue run rate
Industrial controls+$13M from 2 investments$45M
  • Existing business$32M
  • Smart Relay+$6M
  • Edge Controller+$7M
Thermal systems+$11M from 2 investments$35M
  • Existing business$24M
  • Wireless Gateway+$6M
  • Thermal Sensor+$5M
Field instruments+$8M from 2 investments$28M
  • Existing business$20M
  • Energy Meter+$5M
  • Docking Station+$3M
Motion systems+$8M from 1 investment$24M
  • Existing business$16M
  • Motor Drive+$8M
Connected monitoring+$5M from 1 investment$13M
  • Existing business$8M
  • Vibration Kit+$5M
A practical place to begin

Start with your ideas

Bring your team’s ideas into one list and score a few using Profitic’s default criteria. Then link a few active projects to the growth goals they support. You’ll see what’s already underway alongside the ideas worth exploring next.

Getting started

Frequently asked questions

How long does onboarding take?

You can start scoring ideas and tracking active projects on day one, without professional services or a months-long implementation. Within a week, you can have a complete view of your product portfolio.

How long is the free trial?

You can try Profitic free for 30 days.

Where do most teams start?

Most teams import their existing ideas and agree on a few criteria, such as strategic fit, customer demand, and effort. They score each idea against those criteria to decide which ones to explore first.

Do we need a financial model to get started?

No. Start with an idea or an active project. When you’re ready to assess the return, give Profitic AI your estimates for sales volume, price, and costs, then test how the outcome changes.

How does Profitic work with our product development tools?

Profitic is the strategic alignment layer across teams. It gives you one place to agree on what to build, what return to expect, and what it will take to launch. Teams do the work in their existing tools, like Jira or Azure DevOps. Profitic AI brings milestone updates back into the plan so everyone can see what’s on track and where a delay could affect growth.

What can we share with the board?

Show which investments support each growth initiative, their forecast contribution, and how that compares with the target. If a launch slips, you can explain what changed and which decision needs leadership’s attention.

Your next stage of growth

See what Profitic could
change for your business.

Bring a list of ideas or investments you are considering, and start assessing them by value immediately. See how Profitic helps your team move the work forward with the expected business outcome in view.