# Portfolio board

> One card per top-level Item—its own progress, the health of the Items nested beneath it, and the Insights raised across its branch

Canonical: https://docs.caskcode.io/strategy-hub/portfolio-board/

The Portfolio board gives you one card per top-level Item—each Item at the top of your Hierarchy, the ones with no parent. A card reads that Item's health at a glance: its own progress, a breakdown of the Items nested under it, and the [Insights](https://docs.caskcode.io/strategy-hub/insights) Strategy Hub has raised anywhere in its branch. Use the board to scan your whole portfolio for the Items that need a decision, then drop straight into the ones that do.

## Reading the board

The board lays out one card per top-level Item in a grid. The **Period** selector at the top scopes every card to one planning Period, such as Q2 2026—change it and the cards recompute together. There are no other board-wide controls. Each card carries its own detail.

Every card answers the same three questions for its Item: how far along it is, how the Items beneath it are doing, and what needs attention. A card whose branch is entirely healthy says so plainly; a card with problems surfaces them as Insights and a short list of the Items behind them.

![The Portfolio board: two top-level Item cards side by side—each with its own Status, progress, Insights, and child summary](media/portfolio-board-overview.webp)

## What a card shows

A card stacks the same regions top to bottom, each labeled. Read them in order and you have the Item's full picture without opening it.

![A top-level Item's card with six regions marked: Status, Progress, Insights, Nested items statuses, Progress chart, and the needs-attention list](media/portfolio-board-card.webp)

1. **Status** — the Item's current Status, such as Off Track, colored by its category.
2. **Progress** — the Item's own value against its target, as a percentage and a bar.
3. **Insights** — the findings on this Item and deeper in its branch. The [next section](#insights-on-a-card) covers them.
4. **Nested items statuses** — the Item's directly nested children grouped by Status, drawn as a segmented bar with a count.
5. **Progress chart** — a sparkline of the Item's value across the Period. It reads "No data yet" until the Item has history.
6. **Needs-attention list** — a table of the nested items that need a look, each with its progress, Status, and Owner. It reads "All items on track" when the branch is healthy.

The **header** carries the Item's Type icon, its key (such as `S-1`), its name, and the planning window with a countdown to the End date. The **footer** carries the Item's Owner and the Teams on it, with a **View all items** link to the [Overview](https://docs.caskcode.io/strategy-hub/overview) filtered to this branch.

## Insights on a card

The **Insights** section is where the Portfolio board earns its place—it is the fullest view of what Strategy Hub has spotted, more complete than the Dashboard's ranked summary. See [Insights](https://docs.caskcode.io/strategy-hub/insights) for the catalogue behind every pill and count, and how severity is ranked.

Two kinds sit side by side:

- **Per-Item Insights** — a pill for each finding on the card's own top-level Item, with a short reason. An Item whose Status is flagged unhealthy, for example, shows an "At risk" pill reading "status flagged unhealthy".
- **Branch counts** — a count chip for problems found deeper in the branch, below the directly nested children—"1 problem item" or "3 past deadline", each tagged "in sub-tree, deeper than direct children". The nested children themselves are summarized in Nested items statuses; these chips reach further down. Click one to list the Items behind it (see [Drilling in](#drilling-in)).

![A card's Insights section: a row of branch-count chips for the problem, past-deadline, and stale Items found deeper in the branch, with one chip expanded into the list of Items behind it—each with its Status and Owner](media/insights-card.webp)

## Drilling in

Everything on a card is a way into the detail.

- **Open an Item** — click any Item's name or key to open its [Item details view](https://docs.caskcode.io/strategy-hub/items). This works for the card's top-level Item, the rows in the needs-attention list, and the Items inside an expanded count.
- **Expand a count** — click a branch count chip to drop down a list of the Items behind it, each with its Status and Owner. Click through to any of them.
- **See the whole branch** — **View all items** in the footer opens the [Overview](https://docs.caskcode.io/strategy-hub/overview) filtered to this Item's children.

## Related

- [Insights](https://docs.caskcode.io/strategy-hub/insights) — the findings behind every pill and count on a card.
- [Team board](https://docs.caskcode.io/strategy-hub/team-board) — the same Items grouped by Team instead of by Hierarchy.
- [Strategic Items](https://docs.caskcode.io/strategy-hub/items) — open any card to its full Item record.
- [Overview](https://docs.caskcode.io/strategy-hub/overview) — the flat, filterable list the footer link lands on.