What are role-based dashboards, and which one fits my role?

A role-based dashboard is a pre-built view for a particular altitude of work — an individual contributor, a product manager, a portfolio manager, or an executive. Instead of assembling tiles yourself, you pick a role and get the tiles that role usually cares about, already laid out.

How do I create a role-based dashboard?

Open the dashboard switcher → + Create dashboard → scroll to Role-based views in the gallery → pick a role → give it a name → Create.

What are the four views?

Role	Dashboard	Focus
IC · team member	Onboarding squad	How your squad is shipping this cycle
Product manager	Customer Cloud	Health of your product across discovery, delivery, and adoption
Portfolio manager	Cloud Portfolio	Where to invest, where to defend, where to wind down
CPO / CEO	Company strategy	Strategic objectives, growth, and where the org is moving

What does the Product manager view look like?

What does the Portfolio manager view look like?

How do I read the header?

Element	Meaning
YOUR DASHBOARD · PRODUCT MANAGER	Which role's view you're looking at
Customer Cloud	The view's name
Product · 3 squads · 14 people	Its scope
5 live / 2 partial / 1 pending	Tile status counts
↔ Switch view	Cycles to the next role: IC → Product manager → Portfolio manager → CPO/CEO → back to IC

Your last-used role is remembered per product on your device, so Switch view sticks between visits.

What do the tile states mean?

State	Appearance	Meaning
live	Normal tile with a value and a delta	Receiving data
partial	Amber tile with a partial badge	Some data, but incomplete — e.g. "90d window only", "2 with data"
pending	Grey tile with a dash instead of a value	No source connected yet. Its footer is a link, e.g. connect survey →

What is the auto-seeded strip?

✦ AUTO-SEEDED — 7 of 8 widgets receiving data. Tiles fill in as your team enters strategy, runs experiments, and connects sources.

Connect N pending → on the right opens the connect flow for the first pending tile.

Where does each tile get its data?

Every tile shows its source in the bottom-right — Stripe, Mixpanel, Linear, GitHub, Survey, Crayon, finance, or an internal one like spine, rollup, manual. Click the source name to open the connect-or-request dialog for it. See 11 · Connecting data sources.

How do I jump to the other role views?

The footer links across to the other role dashboards — for example the PM view offers Squad dashboards → and Portfolio dashboard →. + Build my own dashboard on the right opens the Create dialog if you'd rather assemble your own.

How do role dashboards differ from picked ones?

	Role-based	Picked (KPI-set or blank)
Tiles	Pre-defined for the role	Your own KPIs
Add / remove tiles	No	Yes
Edit layout	No	Yes
Add widgets	No	Yes
Switch between roles	Yes	n/a
Best for	Getting oriented, exec read-outs	Tracking metrics you own

Both types live in the same switcher, so you can keep one of each and flip between them.

What does a role dashboard look like in dark mode?

What are role-based dashboards, and which one fits my role?

How do I create a role-based dashboard?#

What are the four views?#

What does the Product manager view look like?#

What does the Portfolio manager view look like?#

How do I read the header?#

What do the tile states mean?#

What is the auto-seeded strip?#

Where does each tile get its data?#

How do I jump to the other role views?#

How do role dashboards differ from picked ones?#

What does a role dashboard look like in dark mode?#