> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dacard.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Track your product portfolio

> Read maturity across all your products with portfolio analytics and suite intelligence.

<Note>
  Suite is the leader view. Dimension heatmap, score timeline, cluster analysis, and cross-product reads in one place. Available to Lead role and above.
</Note>

# Track your product portfolio

As a leader, you want to read maturity patterns across your entire portfolio so you can put resources on the right teams, surface systemic gaps, and trace whether your investments are paying off.

## Portfolio overview

The **Suite** page (Lead role and above) carries cross-product analytics that surface patterns you can't see from individual product scores alone.

### What portfolio analytics surface

<CardGroup cols={2}>
  <Card title="Dimension heatmap" icon="table-cells">
    All 27 dimensions across all products in one view. Spot systemic strengths (green columns) and systemic weaknesses (red columns) instantly.
  </Card>

  <Card title="Score timeline" icon="chart-line">
    Track your portfolio average month over month. See whether team investments are moving the read.
  </Card>

  <Card title="Cluster analysis" icon="layer-group">
    Dimensions grouped into Foundation, Market Position, Execution Engine, and Outlier categories. Compare cluster health across products.
  </Card>

  <Card title="Cross-product reads" icon="lightbulb">
    Surfaced observations about how your products compare and where collective investment would have the highest impact.
  </Card>
</CardGroup>

## Set up your portfolio

<Steps>
  <Step title="Create products from the dashboard">
    Open your dashboard and hit **Add Product**. Each product needs a URL and display name. Products are shared across all team members in your org.
  </Step>

  <Step title="Score each product">
    Run an initial score for every product in your portfolio. This sets your baseline.
  </Step>

  <Step title="Open the Suite page">
    Hit **Suite** in the main nav. The portfolio view populates automatically once you have 2 or more scored products.
  </Step>

  <Step title="Read composite analytics">
    The suite page surfaces your portfolio average, dimension heatmap, and cross-product reads.
  </Step>
</Steps>

## Reading the dimension heatmap

The heatmap is the most powerful view for leaders. Each row is a product, each column is a dimension. Colors map to score.

* **Green (3-4):** strong in this dimension. Look for patterns to replicate.
* **Amber (2):** developing. Targeted investment shows results.
* **Red (1):** gap. If the whole column is red, it's a systemic org weakness.

### What to look for

| Pattern                                 | Read                                                                        | Move                                                                    |
| --------------------------------------- | --------------------------------------------------------------------------- | ----------------------------------------------------------------------- |
| Full red column                         | Every product is weak in this dimension. Org-level gap, not a team problem. | Invest in org-wide capability (training, tooling, process).             |
| One red cell in a green column          | One product lags the portfolio norm.                                        | Investigate what's different about that team or product.                |
| Strong left columns, weak right columns | Strategy and Design are strong but Ops and Intelligence lag.                | Your teams plan well but struggle with feedback loops and optimization. |
| All scores clustered at 2               | Consistently at Building stage with no breakout products.                   | Pick one product to push to Scaling as a proof case.                    |

## Suite intelligence

Suite Intelligence goes past the heatmap with surfaced analysis:

* **Systemic patterns:** dimensions consistently strong or weak across your entire portfolio
* **Score deltas:** move or regression per product between scoring runs
* **Correlation read:** dimensions that move together (data flywheel and feedback loop quality, for example)
* **Investment recommendations:** where collective investment across teams would have the highest portfolio-wide impact

## Portfolio practice

<AccordionGroup>
  <Accordion title="Score on a cadence">
    Re-score products monthly to track trajectory. Consistency in scoring cadence matters more than frequency.
  </Accordion>

  <Accordion title="Score before and after major initiatives">
    Run a baseline score before major investments. Re-score after to measure the move. This creates receipts for future resource allocation calls.
  </Accordion>

  <Accordion title="Use suite analytics in product reviews">
    Share the dimension heatmap in quarterly reviews. It gives the conversation a defensible foundation.
  </Accordion>

  <Accordion title="Wire adapters across teams">
    Adapter signal (GitHub, Linear, PostHog) tightens scoring accuracy. Get all teams to connect their tools.
  </Accordion>
</AccordionGroup>

<Tip>
  Portfolio views need Lead role or above. If you can't see the Suite page, ask your admin to bump your role from Settings > Members.
</Tip>

## What's next

<CardGroup cols={2}>
  <Card title="Set up team scoring" icon="users" href="/knowledge-base/leader-team-scoring">
    Configure roles, permissions, and team structure for collaborative scoring.
  </Card>

  <Card title="Benchmark against peers" icon="scale-balanced" href="/knowledge-base/leader-benchmarks">
    See how your portfolio reads against industry peers.
  </Card>

  <Card title="Run the full diagnostic" icon="magnifying-glass" href="/knowledge-base/leader-diagnostic">
    Use all three frameworks together for the cross-framework read.
  </Card>

  <Card title="Set up agents" icon="robot" href="/knowledge-base/leader-agents">
    Automate intelligence gathering with scheduled agents.
  </Card>
</CardGroup>