> ## 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.

# 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

> **Dimension heatmap**
>
> All 27 dimensions across all products in one view. Spot systemic strengths (green columns) and systemic weaknesses (red columns) instantly.

> **Score timeline**
>
> Track your portfolio average month over month. See whether team investments are moving the read.

> **Cluster analysis**
>
> Dimensions grouped into Foundation, Market Position, Execution Engine, and Outlier categories. Compare cluster health across products.

> **Cross-product reads**
>
> Surfaced observations about how your products compare and where collective investment would have the highest impact.

## Set up your portfolio

**1. 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.

**2. Score each product**

Run an initial score for every product in your portfolio. This sets your baseline.

**3. Open the Suite page**

Hit **Suite** in the main nav. The portfolio view populates automatically once you have 2 or more scored products.

**4. Read composite analytics**

The suite page surfaces your portfolio average, dimension heatmap, and cross-product reads.

## 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

> **Score on a cadence**
>
> Re-score products monthly to track trajectory. Consistency in scoring cadence matters more than frequency.

> **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.

> **Use suite analytics in product reviews**
>
> Share the dimension heatmap in quarterly reviews. It gives the conversation a defensible foundation.

> **Wire adapters across teams**
>
> Adapter signal (GitHub, Linear, PostHog) tightens scoring accuracy. Get all teams to connect their tools.

> [!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.

## What's next

> **[Set up team scoring](https://docs.dacard.ai/knowledge-base/leader-team-scoring.md)**
>
> Configure roles, permissions, and team structure for collaborative scoring.

> **[Benchmark against peers](https://docs.dacard.ai/knowledge-base/leader-benchmarks.md)**
>
> See how your portfolio reads against industry peers.

> **[Run the full diagnostic](https://docs.dacard.ai/knowledge-base/leader-diagnostic.md)**
>
> Use all three frameworks together for the cross-framework read.

> **[Set up agents](https://docs.dacard.ai/knowledge-base/leader-agents.md)**
>
> Automate intelligence gathering with scheduled agents.


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