User stories · Persona 2 of 5

Executive & Sales Viewer

An executive, a leader or a sales lead who follows client accounts without working in them. Holds the Viewer role on the accounts they follow. Needs to know how each client's delivery is going, in minutes, with the reasons, and to walk into a client meeting with the latest published picture.

Goals

Know which clients need attention
Speak to dates with confidence
Share progress in a sales or QBR meeting

Pain today

Asking PMs for status
Slides out of date by the meeting
Different RAG meanings per team

Lives in

Dashboard
Portfolio › Health and Weekly status
Accounts › the account

A week as a viewer

Monday

Dashboard: key figures and what changed since last week across my accounts.

Midweek

Open any project that turned amber and read the reason and the next step.

Before a meeting

Read the account's Delivery tab and its latest delivery report.

Friday

Read every project's published weekly status side by side.

What a viewer never sees

Work items, sprints, drafts and rates. A viewer reads what delivery has published, so what they repeat to a client is what the team stands behind.

Theme	Stories
Get in	EX-01
Read the picture	EX-02 · EX-03 · EX-04 · EX-05
Take it to the client	EX-06 · EX-07 · EX-08

Get in

EX-01

Sign in to exactly my accounts

Asan executive, I wantto sign in and see only the accounts I follow, so thatI am not lost in projects that aren't mine.

Acceptance criteria

An administrator invites me as a stakeholder; I choose a password from the invitation email and sign in with my work email.
An account's admin or owner gives me the Viewer role on each account I follow.
My dashboard starts with the health, milestones and releases of those accounts.

Guide: Signing in

Read the picture

EX-02

Know which projects need attention, and why

Asan executive, I wantevery project's health with its reason, so thatI ask the right question instead of calling a meeting.

Acceptance criteria

Portfolio › Health rates each project on schedule, staffing and flow, judged by its delivery model.
Each rating shows its reason, how long it has stood and what it was before.
Warnings such as Due soon, Still moving and Gone quiet sit under the rating; their links only go to pages I can open.

Feature: Portfolio & health

EX-03

See what changed since last week

Asan executive, I wantthe change since last week beside every key figure, so thatI see the trend, not just the state.

Acceptance criteria

Key figures say how each count moved since the same day last week.
Changed this week on Health narrows to projects whose rating turned in the last seven days.

Feature: Dashboards

EX-04

Speak to dates the client was promised

Asa sales lead, I wantmilestones against their committed dates and the next releases, so thatI never promise what delivery can't hold.

Acceptance criteria

Portfolio › Milestones lists every milestone in my accounts with its baseline, expected date and variance.
Portfolio › Releases lists what ships when, late releases first, with how far along each is.
Re-baselined milestones keep the original date on record.

Feature: Projects & delivery

EX-05

Read one client on one page

Asan executive, I wanta page per account, so thatI prepare for a client meeting in five minutes.

Acceptance criteria

The account's Delivery tab shows every project worst first, each with one status, its next milestone and release.
Its Reports tab lists published delivery reports, the account's own and each project's.

Guide: Accounts and programmes

Take it to the client

EX-06

Read every project's weekly status together

Asan executive, I wantall my accounts' weekly statuses side by side, so thatI don't open each project.

Acceptance criteria

Portfolio › Weekly status lists every project under my accounts with its latest published week, read only.
Each workstream's status is in one table; highlights are collected in one place.

Feature: Status & delivery reports

EX-07

Download a delivery report for a sponsor

Asan executive, I wanta PDF of a published delivery report, so thatI can forward it to a client sponsor.

Acceptance criteria

Any reader of the project or account can download the published revision as a PDF.
History opens earlier revisions; nothing published is ever silently changed.

Guide: Delivery reports

EX-08

Trust that numbers aren't invented

Asan executive, I wantevery figure I repeat to come from the work, so thatI'm never caught out by an AI guess.

Acceptance criteria

Ratings, counts and report metrics are computed; nothing on the dashboard is written by AI.
Where AI writes words, such as a report narrative, the figures beside them come from the data.

Feature: AI assistance