workbook-tour.md

Workbook Tour

Start here

The workbook is the main operator surface. For most people, this is the best reading order:

1. Index
2. Dashboard
3. Run Changes
4. Review Queue
5. Portfolio Explorer
6. Repo Detail
7. Executive Summary

What each sheet is for

• Index: orientation and workbook navigation
• Dashboard: portfolio health, operator pressure, and top opportunities
• Run Changes: what moved since the last run and whether the movement is good, bad, or worth investigating
• Review Queue: what needs action now, why it is in the queue, and what to do next
• Portfolio Explorer: cross-repo comparison
• Repo Detail: one repo’s score, tier, trend, hotspots, last movement, and next move
• Executive Summary: short one-page shareable readout
• Print Pack: printer-friendly review surface

When to use Run Changes vs Review Queue

• Use Run Changes when you want to understand what shifted this run before deciding where to spend time.
• Use Review Queue when you are ready to act and need the current blocked, urgent, ready, and safe-to-defer lanes.
• Use Repo Detail when one repo from either page needs a deeper decision or a short briefing.

Hidden sheets

The hidden Data_* sheets are the workbook contract. They are intentionally additive and should stay stable because visible sheets and template bindings depend on them.

Workbook modes

• standard: default and safest operational path
• template: same facts, but rendered through the committed template shell