The spreadsheet is usually describing a real product need
Recon boards, sales boards, lead trackers, and source-comparison sheets appear because the dealership process does not fit a generic module. The risk is that the resulting shadow system has unclear source data, access, and retention.
Make the grid a governed workspace
Workspaces add configurable columns, editable rows, presets, bound or imported sources, merge tools, per-workspace access, per-column grants, and server-side PII flagging.
- Purpose-built templates and blank grids
- Fast inline editing
- Source binding and merge preview
- Scoped column access
The result is a process the team can improve
The workspace can reflect the way the dealership actually works while making the source and access rules explicit enough to review.
Current limit
The module is still a Pioneer preview and its manifest describes a 0.1 foundation. Source scheduling, template breadth, security rules, and compliance-sensitive data flows require ongoing validation.
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