Shorter Loop dashboard FAQ: what are the common questions and fixes?

Questions about the Strategy Spine

A stage shows a count but is marked "in progress".
State reflects how complete the stage is, not just whether it has items. Keep adding and linking and it turns to populated.

A stage says "stale".
No activity there for 3 or more months. Open it and either update it or accept it as parked.

Guide me starts in the middle of the tour.
By design — it resumes at the first stage that isn't populated yet.

Questions about KPIs

My KPI tile has no chart.
A trend needs at least three recorded values. Enter more values, or bulk-import with CSV / JSON in the metric editor.

It says "needs source".
No value has been recorded and no source is connected. Use Enter value for a manual number, or + Connect to wire up a source or push values via the API.

The delta arrow points the wrong way for my metric.
Set the benchmark direction with or more / or less in the metric editor. or less metrics (churn, cart abandonment) treat a lower number as good.

I deleted a KPI by mistake.
Deleting a metric removes its history and can't be undone. Recreate it and re-import the values with CSV or JSON.

Can I feed KPIs from my own systems?
Yes. Every tile carries a ready-made API recipe — click the tile's KPI ID or + Connect. See 07 · KPIs.

Questions about widgets & layout

A widget is greyed out in the Add-widget dialog.
It's already on this dashboard and marked ADDED. Most widget types can be added only once — Custom text is the exception.

I can't find the Budget or Due date widget.
They exist in the product but aren't offered in the current Add-widget gallery.

My drag-and-drop didn't stick.
You must press Save in the edit banner. Cancel restores the layout you started with.

Where's the ⚙ to configure a widget?
Only visible in Edit layout mode, on the widget's chrome.

I rearranged a shared dashboard and my team noticed.
Layout belongs to the dashboard. For a Product-scope dashboard that means everyone. Clone it to Personal first if you want your own arrangement.

Questions about dashboards & access

Can I have more than one dashboard?
Yes — as many as you like, per product, in any mix of scopes.

Which dashboard do I land on?
The last one you selected. That choice is stored server-side, so it follows you across devices.

How do I stop others seeing a dashboard?
Create it with Personal scope, or clone an existing one into Personal.

I don't see a Share button.
Sharing is wired into the toolbar but not surfaced on the picked-dashboard header in the current build. Use scopes to control access — see 12 · Sharing & permissions.

Can I change a dashboard's scope after creating it?
Clone it and set the new scope on the copy.

Questions about role-based dashboards

Can I edit the tiles on a role dashboard?
No. Role views are pre-defined. Use + Build my own dashboard for an editable one.

Switch view keeps landing on the same role.
It cycles IC → Product manager → Portfolio manager → CPO/CEO → IC. Your last role is remembered per product on your device.

A role tile shows a dash instead of a number.
That tile is pending — no source connected. Click its source name, or Connect N pending → in the auto-seeded strip.

Questions about themes

See the troubleshooting table in 14 · Dark & light mode.

Still stuck?

Avatar menu → Help & Support, or Book a Meeting from the same menu.

Shorter Loop dashboard FAQ: what are the common questions and fixes?

Questions about the Strategy Spine#

Questions about KPIs#

Questions about widgets & layout#

Questions about dashboards & access#

Questions about role-based dashboards#

Questions about themes#