Portn 3255 create actions roi dashboard guide #2652

sivanel97 · 2025-08-09T17:55:20Z

Description

Added the ROI dashboard guide.

Added docs pages

https://docs.port.io/guides/all/create-roi-dashboard

notion-workspace · 2025-08-09T17:55:25Z

Create actions ROI dashboard Guide

claude · 2025-08-09T17:56:06Z

Claude finished @sivanel97's task —— View job

ROI Dashboard Guide PR Review

I've completed a comprehensive review of this PR according to the CONTRIBUTING.md guidelines. Overall, this is a well-structured and detailed guide that provides valuable content for users wanting to track the ROI of their automations in Port.

Todo List:

Read CONTRIBUTING.md and CLAUDE.md for review guidelines
Review the new ROI dashboard guide (docs/guides/all/create-roi-dashboard.md)
Check navigation updates (src/components/guides-section/consts.js)
Verify image usage and placement
Provide comprehensive review feedback

✅ Strengths

Excellent Technical Content: The guide provides comprehensive blueprints, configurations, and scripts for implementing ROI tracking
Clear Structure: Well-organized with proper sections, prerequisites, and step-by-step instructions
Proper Image Usage: The dashboard screenshot (/img/guides/ROIdashboard.png) follows formatting guidelines with correct path and demonstrates the end result effectively
Navigation Integration: Correctly added to the guides navigation with appropriate tags and metadata
Comprehensive Coverage: Includes data model setup, self-service actions, backend implementation, and visualization
Code Quality: All JSON configurations and shell scripts are well-formatted with showLineNumbers

🔧 Issues to Address

Critical Issues

Inconsistent Terminology (docs/guides/all/create-roi-dashboard.md:251, 667):
- Line 251: Property is named cycle_time
- Line 667: Mirror property references cycle_time_before
- This creates a mismatch between the Action blueprint property and the mirrored property path
Template Placeholders (docs/guides/all/create-roi-dashboard.md:774, 776):
```
"org": "<YOUR-ORG-NAME>",
"repo": "<YOUR-REPO-NAME>",
```
- These placeholders are correctly highlighted but should be emphasized in the instructions

Minor Issues

Tone Inconsistencies (CONTRIBUTING.md guidelines):
- Some sections use commanding language ("Copy and paste the following JSON") instead of the preferred "We" language
- Example at line 64: "Click on + Blueprint" could be "Let's click on + Blueprint"
Missing Context (docs/guides/all/create-roi-dashboard.md:1350):
- The guide mentions "Leave blank if no data or n/a" but doesn't clearly explain the impact of leaving ROI fields blank
Script Path Reference (docs/guides/all/create-roi-dashboard.md:796):
- References .git/workflows/ but should be .github/workflows/

Enhancement Opportunities

Admonition Usage: Consider adding more structured admonitions for important warnings or tips, especially around:
- Token caching behavior in scripts
- Prerequisites validation
- Troubleshooting common issues
Visual Hierarchy: Some long code blocks could benefit from better sectioning or additional context

📝 Recommendations

Fix the critical terminology mismatch between cycle_time and cycle_time_before
Correct the workflow directory path from .git/workflows/ to .github/workflows/
Add more "We" language to improve the tone and user experience
Consider adding troubleshooting section for common setup issues
Add validation steps to help users verify their setup is working correctly

🎯 Navigation & Metadata

The navigation updates in src/components/guides-section/consts.js are properly implemented:

✅ Added to line 1345-1350 with correct structure
✅ Appropriate tags: ["Actions", "Dashboards"]
✅ Correct logos: ["Actions"]
✅ Proper link: "/guides/all/create-roi-dashboard"

📊 Documentation Standards Compliance

Compliant Areas:

✅ Headers use proper capitalization
✅ Code examples include showLineNumbers
✅ Images have proper formatting with border and width
✅ Full path links used throughout
✅ Proper use of details/summary sections
✅ Consistent bullet point formatting

Areas for Improvement:

⚠️ Some commanding language usage
⚠️ Limited use of admonitions for important information

Overall Assessment

This is a high-quality guide that provides significant value to users. The technical content is comprehensive and well-structured. The few issues identified are primarily cosmetic or consistency-related and don't impact the fundamental functionality. With the minor corrections suggested above, this guide will be an excellent addition to the documentation.

Recommendation: ✅ Approve with minor revisions

claude · 2025-08-09T17:56:18Z

Claude finished @sivanel97's task —— View job

PR Review: ROI Dashboard Guide

I have completed a comprehensive review of the PR changes according to CONTRIBUTING.md guidelines.

Todo List:

Read CONTRIBUTING.md and CLAUDE.md for review guidelines
Review the new guide file (create-roi-dashboard.md)
Review the constants file changes (consts.js)
Check the new image file
Provide comprehensive review feedback

🎯 Overall Assessment

This PR successfully adds a comprehensive ROI dashboard guide that demonstrates the business value of Port automations. The content is technically sound and well-structured, following most of the documentation standards.

📋 Detailed Review

✅ Strengths

Comprehensive Content: The guide covers the complete workflow from data model setup to dashboard visualization
Clear Structure: Well-organized sections with logical flow from prerequisites through implementation
Practical Examples: Includes real-world blueprints, scripts, and dashboard widgets
Visual Support: Includes a dashboard screenshot that enhances understanding
Technical Accuracy: Code examples and JSON configurations appear correct and complete

⚠️ Issues & Recommendations

High Priority:

Header Capitalization (create-roi-dashboard.md:6)
- Current: # Create an ROI dashboard
- Should be: # Create an ROI dashboard ✅ (Actually this is correct per guidelines - only first word capitalized)
Tone & Language Issues:
- Line 10: "you will learn" should be "we will show you" or "let's learn" (per "We" language guideline)
- Line 13: "you will have" should be "we will have"
- Multiple instances throughout the guide need conversion from "you" to "we" language
Missing Context Lines (create-roi-dashboard.md:32-33, 42-43):
- Lead time and cycle time "before" definitions appear disconnected
- Should be integrated into the main definitions or formatted as subsections

Medium Priority:

Inconsistent Formatting:
- Line 255: Extra space in "Description " property title
- Line 602: Typo in "Max approving time Time (s)" (duplicate "time")
Link Standards (create-roi-dashboard.md:51):
- Uses relative link: /build-your-software-catalog/custom-integration/api/#find-your-port-credentials
- Should use full path as per guidelines
Script Location Clarity (create-roi-dashboard.md:796):
- States "Add the workflow to the .git/workflows/ folder"
- Should be .github/workflows/ (missing 'hub')

Low Priority:

Code Comments: All code blocks appropriately avoid unnecessary comments ✅
Constants File Changes (consts.js:1344-1350):
- New guide entry follows existing patterns ✅
- Proper tags and structure ✅
Image File: ROIdashboard.png exists and is properly referenced ✅

📝 Style & Guidelines Compliance

✅ Follows Guidelines:

Uses "we" language in most places
Includes proper admonitions with titles
Code blocks use showLineNumbers appropriately
Images have proper width and border specifications
Uses details/summary for expandable sections
Proper use of emojis in section headers

❌ Needs Improvement:

Inconsistent "we" vs "you" language usage
Some capitalization and formatting inconsistencies
Minor technical accuracy issues in property names

🔧 Recommended Actions

Convert to "We" Language: Update all instances of "you will" to "we will" or "let's" throughout the guide
Fix Property Naming: Correct the duplicate "time" in line 602 and remove extra space in line 255
Clarify Script Location: Fix .git/workflows/ to .github/workflows/
Integrate Definitions: Better integrate the "before" definitions into their parent sections
Use Full Path Links: Convert relative links to full paths where applicable

✨ Conclusion

This is a valuable addition to the Port documentation that will help users understand and demonstrate ROI from their automations. The content is comprehensive and technically accurate, with only minor style and formatting improvements needed. The guide follows the majority of contributing guidelines and provides genuine value to users.

Recommendation: ✅ Approve with minor revisions suggested above

…://github.com/port-labs/port-docs into PORTN-3255-create-actions-roi-dashboard-guide

claude · 2025-08-09T18:02:20Z

Claude finished @sivanel97's task —— View job

PR Review: ROI Dashboard Guide

I have conducted a comprehensive review of this PR according to the CONTRIBUTING.md guidelines.

Todo List:

Read CONTRIBUTING.md and CLAUDE.md for review guidelines
Review the new ROI dashboard guide (create-roi-dashboard.md)
Check navigation updates (consts.js)
Verify image usage and placement
Provide comprehensive review feedback

🎯 Overall Assessment

This PR adds a comprehensive and valuable ROI dashboard guide that demonstrates how to track and visualize the business value of Port automations. The guide is technically sound, well-structured, and follows most documentation standards. The content provides genuine value to users by showing them how to quantify the impact of their automations.

📊 Files Reviewed

docs/guides/all/create-roi-dashboard.md (1,424 additions) - New comprehensive guide
src/components/guides-section/consts.js (7 additions) - Navigation updates
static/img/guides/ROIdashboard.png (new file) - Dashboard screenshot

✅ Strengths

Content Quality

Comprehensive Coverage: The guide covers the complete workflow from data modeling through dashboard visualization
Practical Implementation: Includes complete blueprints, shell scripts, and GitHub workflows that users can directly implement
Business Value Focus: Clearly demonstrates ROI metrics with concrete examples of lead time and cycle time savings
Real-world Applicability: Addresses actual enterprise needs for demonstrating automation value

Technical Accuracy

Well-structured Blueprints: The JSON configurations for Action, Action Runs, and Action Categories blueprints are comprehensive and properly structured
Complete Automation Scripts: The shell scripts for entity creation, action management, and automation setup are well-written with proper error handling
Functional Workflows: The GitHub workflow configuration follows best practices and includes proper parameter handling

Documentation Standards Compliance

Proper Code Formatting: All code blocks use showLineNumbers appropriately ✅
Image Standards: The dashboard screenshot follows formatting guidelines with proper path (/img/guides/ROIdashboard.png) and demonstrates the end result ✅
Navigation Integration: Correctly added to the guides navigation with appropriate tags (["Actions", "Dashboards"]) and metadata ✅
Structured Content: Good use of details/summary sections for expandable code blocks ✅

⚠️ Issues Identified

Critical Issues

Property Name Inconsistency (lines 250, 667):
- Line 250: Property defined as cycle_time in Action blueprint
- Line 667: Mirror property references cycle_time_before
- This mismatch will cause the mirror property to fail to retrieve data
Directory Path Error (line 796):
- States: "Add the workflow to the .git/workflows/ folder"
- Should be: "Add the workflow to the .github/workflows/ folder"

Medium Priority Issues

Title Formatting Error (line 602):
- Current: "Max approving time Time (s)"
- Should be: "Max Approving Time (s)" (duplicate "time" and capitalization)
Extra Spacing (line 257):
- Current: "Description " (trailing space)
- Should be: "Description"
Tone Inconsistencies (CONTRIBUTING.md guidelines):
- Line 10: "you will learn" → should use "we will show you" or "let's learn"
- Line 13: "you will have" → should use "we will have"
- Multiple instances throughout need conversion to "we" language per guidelines
Link Standards (line 51):
- Uses relative link: /build-your-software-catalog/custom-integration/api/#find-your-port-credentials
- Should use full path as per CONTRIBUTING.md guidelines

Minor Issues

Missing Context Integration (lines 32-33, 42-43):
- The "before" definitions for lead time and cycle time appear disconnected
- Should be better integrated into their parent sections
Placeholder Emphasis (lines 774, 776):
- The <YOUR-ORG-NAME> and <YOUR-REPO-NAME> placeholders could be more prominently highlighted in the instructions

🔧 Specific Recommendations

Must Fix

Fix property naming consistency: Change line 667 from cycle_time_before to cycle_time to match the Action blueprint property
Correct directory path: Change .git/workflows/ to .github/workflows/ on line 796
Fix title formatting: Remove duplicate "time" and fix capitalization on line 602

Should Fix

Adopt "we" language: Convert instances of "you will" to "we will" throughout the guide
Remove extra spacing: Clean up the trailing space in "Description " on line 257
Use full path links: Convert relative links to full paths where applicable

Consider

Enhanced placeholder instructions: Add more emphasis around the need to replace GitHub org/repo placeholders
Integrate "before" definitions: Better incorporate the lead/cycle time "before" explanations into their parent sections
Add troubleshooting section: Consider adding common setup issues and solutions

🎨 Style & Standards Compliance

✅ Follows Guidelines:

Proper use of details/summary for expandable sections
Code blocks include showLineNumbers for multi-line content
Images have correct width and border specifications
Appropriate use of emojis in section headers
Good information hierarchy and flow
Comprehensive technical content

❌ Needs Improvement:

Inconsistent "we" vs "you" language usage
Some capitalization and formatting issues
Minor technical accuracy problems in property names

📝 Navigation & Metadata Review

The changes in src/components/guides-section/consts.js are properly implemented:

✅ Added to lines 1344-1350 with correct structure
✅ Appropriate tags: ["Actions", "Dashboards"]
✅ Correct logos: ["Actions"]
✅ Proper link: "/guides/all/create-roi-dashboard"
✅ Descriptive title and description

🖼️ Image Review

The new image static/img/guides/ROIdashboard.png:

✅ Located in the correct directory (/static/img/guides/)
✅ Referenced properly in the guide with full path
✅ Shows the end result dashboard, enhancing user understanding
✅ Follows image formatting standards in the guide

🏆 Final Recommendation

✅ APPROVE with Critical Fixes Required

This is a high-quality, valuable addition to Port's documentation that will help users understand and demonstrate the ROI of their automations. The technical content is comprehensive and the implementation approach is sound.

Required Actions Before Merge:

Fix the property naming mismatch between cycle_time and cycle_time_before
Correct the workflow directory path from .git/workflows/ to .github/workflows/
Fix the duplicate "time" in the title on line 602

Recommended Actions:

Convert to "we" language throughout for better user experience
Clean up minor formatting issues (trailing spaces, capitalization)
Consider adding troubleshooting guidance

The guide provides genuine business value by helping organizations quantify the impact of their Port automations, making it an excellent addition to the documentation suite.

aws-amplify-eu-west-1 · 2025-08-09T18:08:13Z

This pull request is automatically being deployed by Amplify Hosting (learn more).

Access this pull request here: https://pr-2652.d2ngvl90zqbob8.amplifyapp.com

claude · 2025-08-10T07:26:03Z

Claude finished @sivanel97's task —— View job

PR Review: ROI Dashboard Guide

I have conducted a comprehensive review of this PR according to the CONTRIBUTING.md guidelines.

Todo List:

Read CONTRIBUTING.md and CLAUDE.md for review guidelines
Review the new ROI dashboard guide (create-roi-dashboard.md)
Review navigation updates (consts.js)
Verify image usage and placement
Provide comprehensive review feedback in markdown format

🎯 Overall Assessment

This PR adds a comprehensive and valuable ROI dashboard guide that demonstrates how to track and visualize the business value of Port automations. The guide is technically sound, well-structured, and follows most documentation standards. The content provides genuine value to users by showing them how to quantify the impact of their automations.

📊 Files Reviewed

docs/guides/all/create-roi-dashboard.md (1,424 additions) - New comprehensive guide
src/components/guides-section/consts.js (7 additions) - Navigation updates
static/img/guides/ROIdashboard.png (new file) - Dashboard screenshot

✅ Strengths

Content Quality

Comprehensive Coverage: Complete workflow from data modeling through dashboard visualization
Practical Implementation: Includes complete blueprints, shell scripts, and GitHub workflows that users can directly implement
Business Value Focus: Clearly demonstrates ROI metrics with concrete examples of lead time and cycle time savings
Real-world Applicability: Addresses actual enterprise needs for demonstrating automation value

Technical Accuracy

Well-structured Blueprints: JSON configurations for Action, Action Runs, and Action Categories blueprints are comprehensive and properly structured
Complete Automation Scripts: Shell scripts for entity creation, action management, and automation setup are well-written with proper error handling
Functional Workflows: GitHub workflow configuration follows best practices and includes proper parameter handling

Documentation Standards Compliance

Proper Code Formatting: All code blocks use showLineNumbers appropriately ✅
Image Standards: Dashboard screenshot follows formatting guidelines with proper path and demonstrates the end result ✅
Navigation Integration: Correctly added to guides navigation with appropriate tags and metadata ✅
Structured Content: Good use of details/summary sections for expandable code blocks ✅

⚠️ Issues Identified

Critical Issues

Property Name Inconsistency (lines 250, 667):
- Line 250: Property defined as cycle_time in Action blueprint
- Line 667: Mirror property references cycle_time_before
- This mismatch will cause the mirror property to fail to retrieve data
Directory Path Error (line 796):
- States: "Add the workflow to the .git/workflows/ folder"
- Should be: "Add the workflow to the .github/workflows/ folder"

Medium Priority Issues

Title Formatting Error (line 602):
- Current: "Max approving time Time (s)"
- Should be: "Max Approving Time (s)" (duplicate "time" and capitalization)
Extra Spacing (line 257):
- Current: "Description " (trailing space)
- Should be: "Description"
Tone Inconsistencies (CONTRIBUTING.md guidelines):
- Line 10: "you will learn" → should use "we will show you" or "let's learn"
- Line 13: "you will have" → should use "we will have"
- Multiple instances throughout need conversion to "we" language per guidelines
Link Standards (line 51):
- Uses relative link instead of full path as per CONTRIBUTING.md guidelines

Minor Issues

Missing Context Integration (lines 32-33, 42-43):
- The "before" definitions for lead time and cycle time appear disconnected
- Should be better integrated into their parent sections
Placeholder Emphasis (lines 774, 776):
- The <YOUR-ORG-NAME> and <YOUR-REPO-NAME> placeholders could be more prominently highlighted

🔧 Specific Recommendations

Must Fix

Fix property naming consistency: Change line 667 from cycle_time_before to cycle_time to match the Action blueprint property
Correct directory path: Change .git/workflows/ to .github/workflows/ on line 796
Fix title formatting: Remove duplicate "time" and fix capitalization on line 602

Should Fix

Adopt "we" language: Convert instances of "you will" to "we will" throughout the guide
Remove extra spacing: Clean up the trailing space in "Description " on line 257
Use full path links: Convert relative links to full paths where applicable

Consider

Enhanced placeholder instructions: Add more emphasis around the need to replace GitHub org/repo placeholders
Integrate "before" definitions: Better incorporate the lead/cycle time "before" explanations into their parent sections
Add troubleshooting section: Consider adding common setup issues and solutions

🎨 Style & Standards Compliance

✅ Follows Guidelines:

Proper use of details/summary for expandable sections
Code blocks include showLineNumbers for multi-line content
Images have correct width and border specifications
Appropriate use of emojis in section headers
Good information hierarchy and flow
Comprehensive technical content

❌ Needs Improvement:

Inconsistent "we" vs "you" language usage
Some capitalization and formatting issues
Minor technical accuracy problems in property names

📝 Navigation & Metadata Review

The changes in src/components/guides-section/consts.js are properly implemented:

✅ Added to lines 1344-1350 with correct structure
✅ Appropriate tags: ["Actions", "Dashboards"]
✅ Correct logos: ["Actions"]
✅ Proper link: "/guides/all/create-roi-dashboard"
✅ Descriptive title and description

🖼️ Image Review

The new image static/img/guides/ROIdashboard.png:

✅ Located in the correct directory (/static/img/guides/)
✅ Referenced properly in the guide with full path (/img/guides/ROIdashboard.png)
✅ Shows the end result dashboard, enhancing user understanding
✅ Follows image formatting standards in the guide (proper width and border)

🏆 Final Recommendation

✅ APPROVE with Critical Fixes Required

This is a high-quality, valuable addition to Port's documentation that will help users understand and demonstrate the ROI of their automations. The technical content is comprehensive and the implementation approach is sound.

Required Actions Before Merge:

Fix the property naming mismatch between cycle_time and cycle_time_before
Correct the workflow directory path from .git/workflows/ to .github/workflows/
Fix the duplicate "time" in the title on line 602

Recommended Actions:

Convert to "we" language throughout for better user experience
Clean up minor formatting issues (trailing spaces, capitalization)
Consider adding troubleshooting guidance

The guide provides genuine business value by helping organizations quantify the impact of their Port automations, making it an excellent addition to the documentation suite.

claude · 2025-08-10T08:22:12Z

Claude finished @sivanel97's task —— View job

PR Review: ROI Dashboard Guide

Todo List:

Read CONTRIBUTING.md and CLAUDE.md for review guidelines
Review the new ROI dashboard guide (create-roi-dashboard.md)
Review navigation updates (consts.js)
Verify image usage and placement
Provide comprehensive review feedback in markdown format

🎯 Overall Assessment

This PR adds a comprehensive and valuable ROI dashboard guide that demonstrates how to track and visualize the business value of Port automations. The guide is technically sound, well-structured, and follows most documentation standards. The content provides genuine value to users by showing them how to quantify the impact of their automations.

📊 Files Reviewed

docs/guides/all/create-roi-dashboard.md (1,424 additions) - New comprehensive guide
src/components/guides-section/consts.js (7 additions) - Navigation updates
static/img/guides/ROIdashboard.png (new file) - Dashboard screenshot

✅ Strengths

Content Quality

Comprehensive Coverage: Complete workflow from data modeling through dashboard visualization
Practical Implementation: Includes complete blueprints, shell scripts, and GitHub workflows that users can directly implement
Business Value Focus: Clearly demonstrates ROI metrics with concrete examples of lead time and cycle time savings
Real-world Applicability: Addresses actual enterprise needs for demonstrating automation value

Technical Accuracy

Well-structured Blueprints: JSON configurations for Action, Action Runs, and Action Categories blueprints are comprehensive and properly structured
Complete Automation Scripts: Shell scripts for entity creation, action management, and automation setup are well-written with proper error handling
Functional Workflows: GitHub workflow configuration follows best practices and includes proper parameter handling

Documentation Standards Compliance

Proper Code Formatting: All code blocks use showLineNumbers appropriately ✅
Image Standards: Dashboard screenshot follows formatting guidelines with proper path and demonstrates the end result ✅
Navigation Integration: Correctly added to guides navigation with appropriate tags and metadata ✅
Structured Content: Good use of details/summary sections for expandable code blocks ✅

⚠️ Issues Identified

Critical Issues

Property Name Inconsistency (lines 250, 667):
- Line 250: Property defined as cycle_time in Action blueprint
- Line 667: Mirror property references cycle_time_before
- Impact: This mismatch will cause the mirror property to fail to retrieve data
- Fix: Change line 667 from "cycle_time_before" to "cycle_time"
Directory Path Error (line 796):
- Current: "Add the workflow to the .git/workflows/ folder"
- Issue: Should be .github/workflows/ (missing 'hub')
- Impact: Users will place workflows in wrong directory

Medium Priority Issues

Title Formatting Error (line 602):
- Current: "Max approving time Time (s)"
- Issues: Duplicate "time" and inconsistent capitalization
- Fix: Should be "Max Approving Time (s)"
Extra Spacing (line 257):
- Current: "Description " (trailing space)
- Fix: Should be "Description"
Tone Inconsistencies (CONTRIBUTING.md guidelines):
- Line 10: "you will learn" → should use "we will show you" or "let's learn"
- Line 13: "you will have" → should use "we will have"
- Multiple instances throughout need conversion to "we" language per guidelines
Link Standards (line 51):
- Uses relative link instead of full path as per CONTRIBUTING.md guidelines

Minor Issues

Missing Context Integration (lines 32-33, 42-43):
- The "before" definitions for lead time and cycle time appear disconnected from their parent sections
- Should be better integrated into the main definition sections
Placeholder Emphasis (lines 774, 776):
- The <YOUR-ORG-NAME> and <YOUR-REPO-NAME> placeholders could be more prominently highlighted in the instructions

🔧 Specific Recommendations

Must Fix 🚨

Fix property naming consistency: Change line 667 from cycle_time_before to cycle_time to match the Action blueprint property
Correct directory path: Change .git/workflows/ to .github/workflows/ on line 796
Fix title formatting: Remove duplicate "time" and fix capitalization on line 602

Should Fix ⚠️

Adopt "we" language: Convert instances of "you will" to "we will" throughout the guide
Remove extra spacing: Clean up the trailing space in "Description " on line 257
Use full path links: Convert relative links to full paths where applicable

Consider 💡

Enhanced placeholder instructions: Add more emphasis around the need to replace GitHub org/repo placeholders
Integrate "before" definitions: Better incorporate the lead/cycle time "before" explanations into their parent sections
Add troubleshooting section: Consider adding common setup issues and solutions

🎨 Style & Standards Compliance

✅ Follows Guidelines:

Proper use of details/summary for expandable sections
Code blocks include showLineNumbers for multi-line content
Images have correct width and border specifications
Appropriate use of emojis in section headers
Good information hierarchy and flow
Comprehensive technical content

❌ Needs Improvement:

Inconsistent "we" vs "you" language usage
Some capitalization and formatting issues
Minor technical accuracy problems in property names

📝 Navigation & Metadata Review

The changes in src/components/guides-section/consts.js are properly implemented:

✅ Added to lines 1344-1350 with correct structure
✅ Appropriate tags: ["Actions", "Dashboards"]
✅ Correct logos: ["Actions"]
✅ Proper link: "/guides/all/create-roi-dashboard"
✅ Descriptive title and description

🖼️ Image Review

The new image static/img/guides/ROIdashboard.png:

✅ Located in the correct directory (/static/img/guides/)
✅ Referenced properly in the guide with full path (/img/guides/ROIdashboard.png)
✅ Shows the end result dashboard, enhancing user understanding
✅ Follows image formatting standards in the guide (proper width and border)

🏆 Final Recommendation

✅ APPROVE with Critical Fixes Required

This is a high-quality, valuable addition to Port's documentation that will help users understand and demonstrate the ROI of their automations. The technical content is comprehensive and the implementation approach is sound.

Required Actions Before Merge:

Fix the property naming mismatch between cycle_time and cycle_time_before
Correct the workflow directory path from .git/workflows/ to .github/workflows/
Fix the duplicate "time" in the title on line 602

Recommended Actions:

Convert to "we" language throughout for better user experience
Clean up minor formatting issues (trailing spaces, capitalization)
Consider adding troubleshooting guidance

The guide provides genuine business value by helping organizations quantify the impact of their Port automations, making it an excellent addition to the documentation suite.

…://github.com/port-labs/port-docs into PORTN-3255-create-actions-roi-dashboard-guide

claude · 2025-08-10T09:20:05Z

Claude finished @sivanel97's task —— View job

PR Review: ROI Dashboard Guide

I have conducted a comprehensive review of this PR according to the CONTRIBUTING.md guidelines.

Todo List:

Read CONTRIBUTING.md and CLAUDE.md for review guidelines
Review the new ROI dashboard guide (create-roi-dashboard.md)
Review navigation updates (consts.js)
Verify image usage and placement
Provide comprehensive review feedback in markdown format

🎯 Overall Assessment

This PR adds a comprehensive and valuable ROI dashboard guide that demonstrates how to track and visualize the business value of Port automations. The guide is technically sound, well-structured, and follows most documentation standards. The content provides genuine value to users by showing them how to quantify the impact of their automations.

📊 Files Reviewed

docs/guides/all/create-roi-dashboard.md (1,424 additions) - New comprehensive guide
src/components/guides-section/consts.js (7 additions) - Navigation updates
static/img/guides/ROIdashboard.png (new file) - Dashboard screenshot

✅ Strengths

Content Quality

Comprehensive Coverage: Complete workflow from data modeling through dashboard visualization
Practical Implementation: Includes complete blueprints, shell scripts, and GitHub workflows that users can directly implement
Business Value Focus: Clearly demonstrates ROI metrics with concrete examples of lead time and cycle time savings
Real-world Applicability: Addresses actual enterprise needs for demonstrating automation value

Technical Accuracy

Well-structured Blueprints: JSON configurations for Action, Action Runs, and Action Categories blueprints are comprehensive and properly structured
Complete Automation Scripts: Shell scripts for entity creation, action management, and automation setup are well-written with proper error handling
Functional Workflows: GitHub workflow configuration follows best practices and includes proper parameter handling

Documentation Standards Compliance

Proper Code Formatting: All code blocks use showLineNumbers appropriately ✅
Image Standards: Dashboard screenshot follows formatting guidelines with proper path and demonstrates the end result ✅
Navigation Integration: Correctly added to guides navigation with appropriate tags and metadata ✅
Structured Content: Good use of details/summary sections for expandable code blocks ✅

⚠️ Issues Identified

Critical Issues

Property Name Inconsistency (lines 250, 667):
- Line 250: Property defined as cycle_time in Action blueprint
- Line 667: Mirror property references cycle_time_before
- Impact: This mismatch will cause the mirror property to fail to retrieve data
- Fix: Change line 667 from "cycle_time_before" to "cycle_time"
Directory Path Error (line 796):
- Current: "Add the workflow to the .git/workflows/ folder"
- Issue: Should be .github/workflows/ (missing 'hub')
- Impact: Users will place workflows in wrong directory

Medium Priority Issues

Title Formatting Error (line 602):
- Current: "Max approving Time (s)"
- Issues: Missing word and inconsistent capitalization
- Fix: Should be "Max Approving Time (s)"
Extra Spacing (line 257):
- Current: "Description " (trailing space)
- Fix: Should be "Description"
Tone Inconsistencies (CONTRIBUTING.md guidelines):
- Line 10: "you will learn" → should use "we will show you" or "let's learn"
- Line 13: "you will have" → should use "we will have"
- Multiple instances throughout need conversion to "we" language per guidelines
Link Standards (line 51):
- Uses relative link instead of full path as per CONTRIBUTING.md guidelines

Minor Issues

Missing Context Integration (lines 32-33, 42-43):
- The "before" definitions for lead time and cycle time appear disconnected from their parent sections
- Should be better integrated into the main definition sections
Placeholder Emphasis (lines 774, 776):
- The <YOUR-ORG-NAME> and <YOUR-REPO-NAME> placeholders could be more prominently highlighted in the instructions

🔧 Specific Recommendations

Must Fix 🚨

Fix property naming consistency: Change line 667 from cycle_time_before to cycle_time to match the Action blueprint property
Correct directory path: Change .git/workflows/ to .github/workflows/ on line 796
Fix title formatting: Correct the title on line 602

Should Fix ⚠️

Adopt "we" language: Convert instances of "you will" to "we will" throughout the guide
Remove extra spacing: Clean up the trailing space in "Description " on line 257
Use full path links: Convert relative links to full paths where applicable

Consider 💡

Enhanced placeholder instructions: Add more emphasis around the need to replace GitHub org/repo placeholders
Integrate "before" definitions: Better incorporate the lead/cycle time "before" explanations into their parent sections
Add troubleshooting section: Consider adding common setup issues and solutions

🎨 Style & Standards Compliance

✅ Follows Guidelines:

Proper use of details/summary for expandable sections
Code blocks include showLineNumbers for multi-line content
Images have correct width and border specifications
Appropriate use of emojis in section headers
Good information hierarchy and flow
Comprehensive technical content

❌ Needs Improvement:

Inconsistent "we" vs "you" language usage
Some capitalization and formatting issues
Minor technical accuracy problems in property names

📝 Navigation & Metadata Review

The changes in src/components/guides-section/consts.js are properly implemented:

✅ Added to lines 1344-1350 with correct structure
✅ Appropriate tags: ["Actions", "Dashboards"]
✅ Correct logos: ["Actions"]
✅ Proper link: "/guides/all/create-roi-dashboard"
✅ Descriptive title and description

🖼️ Image Review

The new image static/img/guides/ROIdashboard.png:

✅ Located in the correct directory (/static/img/guides/)
✅ Referenced properly in the guide with full path (/img/guides/ROIdashboard.png)
✅ Shows the end result dashboard, enhancing user understanding
✅ Follows image formatting standards in the guide (proper width and border)

🏆 Final Recommendation

✅ APPROVE with Critical Fixes Required

This is a high-quality, valuable addition to Port's documentation that will help users understand and demonstrate the ROI of their automations. The technical content is comprehensive and the implementation approach is sound.

Required Actions Before Merge:

Fix the property naming mismatch between cycle_time and cycle_time_before
Correct the workflow directory path from .git/workflows/ to .github/workflows/
Fix the title formatting on line 602

Recommended Actions:

Convert to "we" language throughout for better user experience
Clean up minor formatting issues (trailing spaces, capitalization)
Consider adding troubleshooting guidance

The guide provides genuine business value by helping organizations quantify the impact of their Port automations, making it an excellent addition to the documentation suite.

claude · 2025-08-10T09:23:17Z

Claude finished @sivanel97's task —— View job

PR Review: ROI Dashboard Guide

I have conducted a comprehensive review of this PR according to the CONTRIBUTING.md guidelines.

Todo List:

Read CONTRIBUTING.md and CLAUDE.md for review guidelines
Review the new ROI dashboard guide (create-roi-dashboard.md)
Review navigation updates (consts.js)
Verify image usage and placement
Provide comprehensive review feedback in markdown format

🎯 Overall Assessment

This PR adds a comprehensive and valuable ROI dashboard guide that demonstrates how to track and visualize the business value of Port automations. The guide is technically sound, well-structured, and follows most documentation standards. The content provides genuine value to users by showing them how to quantify the impact of their automations.

📊 Files Reviewed

docs/guides/all/create-roi-dashboard.md (1,424 additions) - New comprehensive guide
src/components/guides-section/consts.js (7 additions) - Navigation updates
static/img/guides/ROIdashboard.png (new file) - Dashboard screenshot

✅ Strengths

Content Quality

Comprehensive Coverage: Complete workflow from data modeling through dashboard visualization
Practical Implementation: Includes complete blueprints, shell scripts, and GitHub workflows that users can directly implement
Business Value Focus: Clearly demonstrates ROI metrics with concrete examples of lead time and cycle time savings
Real-world Applicability: Addresses actual enterprise needs for demonstrating automation value

Technical Accuracy

Well-structured Blueprints: JSON configurations for Action, Action Runs, and Action Categories blueprints are comprehensive and properly structured
Complete Automation Scripts: Shell scripts for entity creation, action management, and automation setup are well-written with proper error handling
Functional Workflows: GitHub workflow configuration follows best practices and includes proper parameter handling

Documentation Standards Compliance

Proper Code Formatting: All code blocks use showLineNumbers appropriately ✅
Image Standards: Dashboard screenshot follows formatting guidelines with proper path and demonstrates the end result ✅
Navigation Integration: Correctly added to guides navigation with appropriate tags and metadata ✅
Structured Content: Good use of details/summary sections for expandable code blocks ✅

⚠️ Issues Identified

Critical Issues

Property Name Inconsistency (lines 250, 667):
- Line 250: Property defined as cycle_time in Action blueprint
- Line 667: Mirror property references cycle_time_before
- Impact: This mismatch will cause the mirror property to fail to retrieve data
- Fix: Change line 667 from "cycle_time_before" to "cycle_time"
Directory Path Error (line 796):
- Current: "Add the workflow to the .git/workflows/ folder"
- Issue: Should be .github/workflows/ (missing 'hub')
- Impact: Users will place workflows in wrong directory

Medium Priority Issues

Title Formatting Error (line 602):
- Current: "Max approving Time (s)"
- Issues: Missing capitalization consistency
- Fix: Should be "Max Approving Time (s)"
Extra Spacing (line 257):
- Current: "Description " (trailing space)
- Fix: Should be "Description"
Tone Inconsistencies (CONTRIBUTING.md guidelines):
- Line 10: "you will learn" → should use "we will show you" or "let's learn"
- Line 13: "you will have" → should use "we will have"
- Multiple instances throughout need conversion to "we" language per guidelines
Link Standards (line 51):
- Uses relative link instead of full path as per CONTRIBUTING.md guidelines

Minor Issues

Missing Context Integration (lines 32-33, 42-43):
- The "before" definitions for lead time and cycle time appear disconnected from their parent sections
- Should be better integrated into the main definition sections
Placeholder Emphasis (lines 774, 776):
- The <YOUR-ORG-NAME> and <YOUR-REPO-NAME> placeholders could be more prominently highlighted in the instructions

🔧 Specific Recommendations

Must Fix 🚨

Fix property naming consistency: Change line 667 from cycle_time_before to cycle_time to match the Action blueprint property
Correct directory path: Change .git/workflows/ to .github/workflows/ on line 796
Fix title formatting: Correct the title on line 602

Should Fix ⚠️

Adopt "we" language: Convert instances of "you will" to "we will" throughout the guide
Remove extra spacing: Clean up the trailing space in "Description " on line 257
Use full path links: Convert relative links to full paths where applicable

Consider 💡

Enhanced placeholder instructions: Add more emphasis around the need to replace GitHub org/repo placeholders
Integrate "before" definitions: Better incorporate the lead/cycle time "before" explanations into their parent sections
Add troubleshooting section: Consider adding common setup issues and solutions

🎨 Style & Standards Compliance

✅ Follows Guidelines:

Proper use of details/summary for expandable sections
Code blocks include showLineNumbers for multi-line content
Images have correct width and border specifications
Appropriate use of emojis in section headers
Good information hierarchy and flow
Comprehensive technical content

❌ Needs Improvement:

Inconsistent "we" vs "you" language usage
Some capitalization and formatting issues
Minor technical accuracy problems in property names

📝 Navigation & Metadata Review

The changes in src/components/guides-section/consts.js are properly implemented:

✅ Added to lines 1344-1350 with correct structure
✅ Appropriate tags: ["Actions", "Dashboards"]
✅ Correct logos: ["Actions"]
✅ Proper link: "/guides/all/create-roi-dashboard"
✅ Descriptive title and description

🖼️ Image Review

The new image static/img/guides/ROIdashboard.png:

✅ Located in the correct directory (/static/img/guides/)
✅ Referenced properly in the guide with full path (/img/guides/ROIdashboard.png)
✅ Shows the end result dashboard, enhancing user understanding
✅ Follows image formatting standards in the guide (proper width and border)

🏆 Final Recommendation

✅ APPROVE with Critical Fixes Required

This is a high-quality, valuable addition to Port's documentation that will help users understand and demonstrate the ROI of their automations. The technical content is comprehensive and the implementation approach is sound.

Required Actions Before Merge:

Fix the property naming mismatch between cycle_time and cycle_time_before
Correct the workflow directory path from .git/workflows/ to .github/workflows/
Fix the title formatting on line 602

Recommended Actions:

Convert to "we" language throughout for better user experience
Clean up minor formatting issues (trailing spaces, capitalization)
Consider adding troubleshooting guidance

The guide provides genuine business value by helping organizations quantify the impact of their Port automations, making it an excellent addition to the documentation suite.

…://github.com/port-labs/port-docs into PORTN-3255-create-actions-roi-dashboard-guide

claude · 2025-08-10T12:07:31Z

Claude finished @sivanel97's task —— View job

PR Review: ROI Dashboard Guide

I have conducted a comprehensive review of this PR according to the CONTRIBUTING.md guidelines.

Todo List:

Read CONTRIBUTING.md and CLAUDE.md for review guidelines
Review the new ROI dashboard guide (create-roi-dashboard.md)
Review navigation updates (consts.js)
Verify image usage and placement
Provide comprehensive review feedback in markdown format

🎯 Overall Assessment

This PR adds a comprehensive and valuable ROI dashboard guide that demonstrates how to track and visualize the business value of Port automations. The guide is technically sound, well-structured, and follows most documentation standards. The content provides genuine value to users by showing them how to quantify the impact of their automations.

📊 Files Reviewed

docs/guides/all/create-roi-dashboard.md (1,424 additions) - New comprehensive guide
src/components/guides-section/consts.js (7 additions) - Navigation updates
static/img/guides/ROIdashboard.png (new file) - Dashboard screenshot

✅ Strengths

Content Quality

Comprehensive Coverage: Complete workflow from data modeling through dashboard visualization
Practical Implementation: Includes complete blueprints, shell scripts, and GitHub workflows that users can directly implement
Business Value Focus: Clearly demonstrates ROI metrics with concrete examples of lead time and cycle time savings
Real-world Applicability: Addresses actual enterprise needs for demonstrating automation value

Technical Accuracy

Well-structured Blueprints: JSON configurations for Action, Action Runs, and Action Categories blueprints are comprehensive and properly structured
Complete Automation Scripts: Shell scripts for entity creation, action management, and automation setup are well-written with proper error handling
Functional Workflows: GitHub workflow configuration follows best practices and includes proper parameter handling

Documentation Standards Compliance

Proper Code Formatting: All code blocks use showLineNumbers appropriately ✅
Image Standards: Dashboard screenshot follows formatting guidelines with proper path and demonstrates the end result ✅
Navigation Integration: Correctly added to guides navigation with appropriate tags and metadata ✅
Structured Content: Good use of details/summary sections for expandable code blocks ✅

⚠️ Issues Identified

Critical Issues

Property Name Inconsistency (lines 250, 667):
- Line 256: Property defined as cycle_time in Action blueprint
- Line 673: Mirror property references parent_action.cycle_time
- Impact: This mismatch will cause the mirror property to fail to retrieve data
- Fix: Change line 673 from "path": "parent_action.cycle_time" to "path": "parent_action.cycle_time" (Actually this is correct - let me check again...)

Actually, reviewing more carefully - lines 256 and 673 both correctly reference cycle_time, so this is not an issue. The property names are consistent.

Medium Priority Issues

Title Formatting Error (line 608):
- Current: "Max approving Time (s)"
- Issues: Inconsistent capitalization ("approving" should be "Approving")
- Fix: Should be "Max Approving Time (s)"
Tone Inconsistencies (CONTRIBUTING.md guidelines):
- Line 10: "you will learn" → should use "we will show you" or "let's learn"
- Line 13: "you will have" → should use "we will have"
- Multiple instances throughout need conversion to "we" language per guidelines
Link Standards (line 57):
- Uses relative link instead of full path as per CONTRIBUTING.md guidelines

Minor Issues

Missing Context Integration (lines 32-33, 42-43):
- The "before" definitions for lead time and cycle time appear disconnected from their parent sections
- Should be better integrated into the main definition sections
Placeholder Emphasis (lines 780, 781):
- The <YOUR-ORG-NAME> and <YOUR-REPO-NAME> placeholders could be more prominently highlighted in the instructions

🔧 Specific Recommendations

Must Fix

Fix title formatting: Change "Max approving Time (s)" to "Max Approving Time (s)" on line 608

Should Fix

Adopt "we" language: Convert instances of "you will" to "we will" throughout the guide
Use full path links: Convert relative links to full paths where applicable

Consider

Enhanced placeholder instructions: Add more emphasis around the need to replace GitHub org/repo placeholders
Integrate "before" definitions: Better incorporate the lead/cycle time "before" explanations into their parent sections
Add troubleshooting section: Consider adding common setup issues and solutions

🎨 Style & Standards Compliance

✅ Follows Guidelines:

Proper use of details/summary for expandable sections
Code blocks include showLineNumbers for multi-line content
Images have correct width and border specifications
Appropriate use of emojis in section headers
Good information hierarchy and flow
Comprehensive technical content

❌ Needs Improvement:

Inconsistent "we" vs "you" language usage
Some capitalization and formatting issues

📝 Navigation & Metadata Review

The changes in src/components/guides-section/consts.js are properly implemented:

✅ Added to lines 1344-1350 with correct structure
✅ Appropriate tags: ["Actions", "Dashboards"]
✅ Correct logos: ["Actions"]
✅ Proper link: "/guides/all/create-roi-dashboard"
✅ Descriptive title and description

🖼️ Image Review

The new image static/img/guides/ROIdashboard.png:

✅ Located in the correct directory (/static/img/guides/)
✅ Referenced properly in the guide with full path (/img/guides/ROIdashboard.png)
✅ Shows the end result dashboard, enhancing user understanding
✅ Follows image formatting standards in the guide (proper width and border)

🏆 Final Recommendation

✅ APPROVE with Minor Fixes Recommended

This is a high-quality, valuable addition to Port's documentation that will help users understand and demonstrate the ROI of their automations. The technical content is comprehensive and the implementation approach is sound.

Recommended Actions:

Fix the title capitalization on line 608
Convert to "we" language throughout for better user experience
Use full path links where applicable
Consider adding troubleshooting guidance

The guide provides genuine business value by helping organizations quantify the impact of their Port automations, making it an excellent addition to the documentation suite.

hadar-co · 2025-08-18T11:51:39Z

src/components/guides-section/consts.js

        link: "/guides/all/visualize-and-manage-github-deployments",
    },
+    {
+        title: "Create ROI dashboard",


ROI is a general term, need to specify ROI for what :)
Also, the description says its only for automations, should also state actions

hadar-co · 2025-08-18T11:53:45Z

src/components/guides-section/consts.js

+    {
+        title: "Create ROI dashboard",
+        description: "Create a dashboard that highlights the ROI of automations in Port",
+        tags: [ "Actions", "Dashboards"],


also automations

hadar-co · 2025-08-18T11:54:04Z

docs/guides/all/create-roi-dashboard.md

+
+# Create an ROI dashboard
+
+## Overview


Suggested change

## Overview

hadar-co · 2025-08-18T11:57:48Z

docs/guides/all/create-roi-dashboard.md

+
+## Overview
+
+This guide demonstrates how to showcase the true business impact of automation in Port by building an ROI dashboard.  


i would start with a sentence or two about the problem this tries to solve. Something about the fact that we want to see how much time/effort our actions/automations save us compared to the old methods that were used

hadar-co · 2025-08-18T11:59:13Z

docs/guides/all/create-roi-dashboard.md

+- GitHub account
+    - GitHub account and repository with the following secrets configured: ([find them here](/build-your-software-catalog/custom-integration/api/#find-your-port-credentials))
+        - `PORT_CLIENT_ID`: Your Port client ID.
+        - `PORT_CLIENT_SECRET`: Your Port client secret.


Suggested change

- GitHub account

- GitHub account and repository with the following secrets configured: ([find them here](/build-your-software-catalog/custom-integration/api/#find-your-port-credentials))

- `PORT_CLIENT_ID`: Your Port client ID.

- `PORT_CLIENT_SECRET`: Your Port client secret.

- A GitHub repository with the following secrets configured: ([find them here](/build-your-software-catalog/custom-integration/api/#find-your-port-credentials))

- `PORT_CLIENT_ID`: Your Port client ID.

- `PORT_CLIENT_SECRET`: Your Port client secret.

hadar-co · 2025-08-18T11:59:53Z

docs/guides/all/create-roi-dashboard.md

+
+    </details>
+
+### Finish setting up Action Runs blueprint


maybe "connect the blueprints...." instead?

claude · 2025-08-19T12:06:29Z

Claude encountered an error —— View job

I'll analyze this and get back to you.

…RTN-3255-create-actions-roi-dashboard-guide

…://github.com/port-labs/port-docs into PORTN-3255-create-actions-roi-dashboard-guide

sivanel97 added 8 commits July 30, 2025 13:18

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sivanel97 added 2 commits August 9, 2025 21:01

fix link

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Merge branch 'main' into PORTN-3255-create-actions-roi-dashboard-guide

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sivanel97 added 2 commits August 10, 2025 12:19

fixed claude comments and more

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sivanel97 added 2 commits August 10, 2025 15:06

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sivanel97 added 20 commits August 19, 2025 17:29

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sivanel97 deleted the PORTN-3255-create-actions-roi-dashboard-guide branch September 2, 2025 15:47


		## Overview

		This guide demonstrates how to showcase the true business impact of automation in Port by building an ROI dashboard.

Portn 3255 create actions roi dashboard guide #2652

Portn 3255 create actions roi dashboard guide #2652

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sivanel97 commented Aug 9, 2025

Description

Added docs pages

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ROI Dashboard Guide PR Review

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✅ Strengths

🔧 Issues to Address

Critical Issues

Minor Issues

Enhancement Opportunities

📝 Recommendations

🎯 Navigation & Metadata

📊 Documentation Standards Compliance

Overall Assessment

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PR Review: ROI Dashboard Guide

🎯 Overall Assessment

📋 Detailed Review

✅ Strengths

⚠️ Issues & Recommendations

📝 Style & Guidelines Compliance

🔧 Recommended Actions

✨ Conclusion

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PR Review: ROI Dashboard Guide

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🎯 Overall Assessment

📊 Files Reviewed

✅ Strengths

Content Quality

Technical Accuracy

Documentation Standards Compliance

⚠️ Issues Identified

Critical Issues

Medium Priority Issues

Minor Issues

🔧 Specific Recommendations

Must Fix

Should Fix

Consider

🎨 Style & Standards Compliance

📝 Navigation & Metadata Review

🖼️ Image Review

🏆 Final Recommendation

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PR Review: ROI Dashboard Guide

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🎯 Overall Assessment

📊 Files Reviewed

✅ Strengths

Content Quality

Technical Accuracy

Documentation Standards Compliance

⚠️ Issues Identified

Critical Issues

Medium Priority Issues

Minor Issues

🔧 Specific Recommendations

Must Fix

Should Fix

Consider

🎨 Style & Standards Compliance

📝 Navigation & Metadata Review

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