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pillar-dashboard
Entitycanonicalverified 2026-07-10
PILLAR.DASHBOARDDashboard pillar
Summary
The home surface above the four pillars — a read-only aggregator with a four-KPI hero row, three canonical charts, and a three-card right rail. Every CTA links out; nothing is authored here. See dashboard-pillar for invariants.
Canonical values
| Key | Value | Last changed |
|---|---|---|
PILLAR.DASHBOARD.SECTION-ORDER |
KPI row → two-chart row (Tax journey + Cashflow 12M) → Portfolio-vs-Nifty → right rail (3 cards) | 2026-07-10 |
PILLAR.DASHBOARD.KPI-ROW.ORDER |
Inbox · Tax · Expense · Net worth (4 cards, fixed order) | 2026-07-10 |
PILLAR.DASHBOARD.KPI.INBOX |
<N> docs + amber <n> pending chip when action needed |
2026-07-10 |
PILLAR.DASHBOARD.KPI.TAX |
+ ₹<refund> (emerald) / − ₹<owed> (rose) + <ITR-X · <regime>> + Refund / Owe chip |
2026-07-10 |
PILLAR.DASHBOARD.KPI.EXPENSE |
₹<current-month> + <±N>% vs 12-month avg + Healthy / Watch chip |
2026-07-10 |
PILLAR.DASHBOARD.KPI.NET-WORTH |
₹<NAV> + Beating Nifty by <±X.X>% subtext + <±X.X>% YTD chip |
2026-07-10 |
PILLAR.DASHBOARD.CHART.TAX-JOURNEY-5AY |
V1 ✅ — 5-AY dual-line, absolute (Income emerald / Tax rose), x-axis 22-23 … 26-27. Caption template: Income +N% · tax +N% · effective rate ~N%. Shared with pillar-tax. |
2026-07-10 |
PILLAR.DASHBOARD.CHART.CASHFLOW-12M |
V1 ✅ — 12-month stacked bars (Expense rose / Invested blue / Saving amber) + Income line (emerald). Legend top. Open Expense → link. Shared with pillar-expense. |
2026-07-10 |
PILLAR.DASHBOARD.CHART.PORTFOLIO-VS-NIFTY |
V1 ✅ — Chart.js: ₹ invested blue bars + Realised gain emerald + Realised loss rose stacked + Your value emerald line + Nifty 50 hypo dashed grey line. Auto-computed callout: "You deployed ₹X; realised ₹Y. Nifty 50 returned +Z%; your return +W% → +N.Npp (₹M ahead of Nifty)". Shared with pillar-portfolio. |
2026-07-10 |
PILLAR.DASHBOARD.ASIDE.ORDER.SELF |
Recommended · Pro Family upsell → Return readiness (checklist) → Goals · funding pace | 2026-07-10 |
PILLAR.DASHBOARD.ASIDE.ORDER.FAMILY |
Members list (PANs + roles) → Return readiness (aggregated) → Joint goals · who's funding | 2026-07-10 |
PILLAR.DASHBOARD.ASIDE.RETURN-READINESS |
Checklist of documents to review with per-item minute estimates. No ring, no donut, no radial widget. | 2026-07-10 |
PILLAR.DASHBOARD.HEADER.VIEWING-AS |
Persistent "Viewing as <name> · <scope>" on every dashboard variant |
2026-07-10 |
PILLAR.DASHBOARD.HEADER.NOTIFICATIONS-BELL |
Bell icon + unread count badge, links to /notifications. Always visible. |
2026-07-10 |
PILLAR.DASHBOARD.HEADER.NAV |
Dashboard · Inbox · Tax · Expense · Portfolio · Ask (fixed order, see four-pillars) | 2026-07-10 |
PILLAR.DASHBOARD.WRITER |
none — read-only aggregator; every CTA links out | 2026-07-10 |
PILLAR.DASHBOARD.EMPTY-STATE.SKELETON |
Same 4-card + 3-chart layout with dashed borders and em-dash values; never a blank canvas | 2026-07-10 |
PILLAR.DASHBOARD.EMPTY-STATE.GATING |
Tax journey needs 1 filed AY; Cashflow needs ≥ 2 bank statements; Portfolio-vs-Nifty needs a parsed broker P&L | 2026-07-10 |
PILLAR.DASHBOARD.EMPTY-STATE.FAMILY-PRICE |
Pro Family ₹799 (total price framing) in empty vs ₹550 delta framing on populated |
2026-07-10 |
PILLAR.DASHBOARD.ACCENT-COLORS |
emerald = personal Self · blue = household/combined · purple = per-member (viewer) | 2026-07-10 |
PILLAR.DASHBOARD.FAMILY-RELABELS |
Household refund · Household burn · Household NAV · Household tax journey · Where the household money went |
2026-07-10 |
PILLAR.DASHBOARD.FAMILY-MEMBER-SLICE |
Per-member card subtitle "Your slice: ₹<X> (<N>%)" on burn / NAV cards |
2026-07-10 |
PILLAR.DASHBOARD.AVATAR-DROPDOWN.SECTIONS |
Profile → Workspaces (current ✓ · combined · per-member · + Invite) → Settings · Billing · Help → Sign out |
2026-07-10 |
PILLAR.DASHBOARD.WORKSPACE-INVARIANT |
Combined views computed live; never duplicated. Tax filings stay per-PAN (Family stacks, doesn't merge). | 2026-07-10 |
Related
- dashboard-pillar (concept) — invariants + section-order rationale
- four-pillars — nav order + Dashboard's home-surface role
- pillar-inbox · pillar-tax · pillar-expense · pillar-portfolio — KPI + chart sources
- family-workspace — the Self → Family copy-contract
- design-color-semantics — accent color tokens
- copy-strings — verbatim KPI card + callout copy
- dashboard-populated · dashboard-empty · dashboard-family-combined · dashboard-family-member · dashboard-avatar-menu · dashboard-workspace-switcher · dashboard-notifications
Sources
- .context/designs/web/home/home.html
- .context/designs/web/home/home-empty.html
- .context/designs/web/home/family.html
- .context/designs/web/home/family-member.html
- .context/designs/web/home/avatar-menu.html
- .context/designs/web/home/workspace-switcher.html
- .context/designs/web/home/notifications.html
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