Does this apply to you? Look at your sidebar. If it has a Context entry, yes. If it still lists Performance Delivery, Project Financials and AI Return separately, your organization hasn't moved yet — those articles still describe your screen, and nothing changes for you until someone migrates your organization.
Context is where you look at your metrics in Leanmote. It is one section, and everything you used to open from the sidebar — Performance Delivery, Project Financials, AI Return — now lives inside it as a tab.
A view is three things: a name, the teams involved, and the tabs it shows. Every tab in a view shares the same filters, set once in the top bar.
What changed
Before, the dashboard came first and a view was a saved set of filters layered on top of it. That is now inverted: the view comes first, and the dashboards are tabs inside it.
Before | Now |
Performance Delivery, Project Financials and AI Return were separate pages | They are tab templates you add to a view |
A view belonged to one dashboard | One view can hold tabs from all three areas at once |
Each dashboard carried its own filters | One set of filters at the top of the view, shared by every tab |
Views appeared nested under their dashboard | Views you pin appear in the sidebar menu |
Old links keep working. Bookmarks, links in emails and entries in the Actions Hub that pointed at the previous dashboards take you to Context.
The General view
Every person has a General view: every team you can see. It is there from the start, it is yours alone, and it is a good place to look around before you build anything of your own.
Creating a view
Select New view and fill in four things:
Name — what this view is for. For example, Lending · reviews and AI.
Teams involved — one, several, or none. Pick none and the view shows every team you can see.
Start from — a starting point that pre-selects tabs for you: Delivery, Finance, AI adoption, or Blank. You can change everything afterwards.
Description — optional.
Dates and the other filters are not set here. They belong to the view and you choose them once it is open.
The three kinds of tabs
Select Add a tab inside a view. You have three options.
Templates. Ready-made tabs from each area — eleven of them today, grouped as Performance Delivery, Project Financials and AI Return. Each one is a dashboard you already know: Workflow Performance, DORA, Team Collaboration Network, Team Overview, Team Allocation, AI Usage, Sessions, AI Impact, AI ROI, AI Agents and Harness Optimization.
Your own tab — Create your own. Say what you want to see and Leanmote builds the tab from its metrics, or pick the metrics yourself. You choose the order and how wide each one is, and a tab keeps its earlier versions so you can go back to one.
An AI report. A written analysis of this view's data, to read or to share. You say what you want to know, and the report is written from the data the view is showing.
Which templates you can add depends on your permissions: adding Project Financials tabs takes permission to manage Project Financials, and your organization can turn individual tabs off in Settings → Modules.
Filters belong to the view, not to the tab
This is the part that changes how the screen behaves. Set the date range, teams, projects, repositories or work items once in the top bar, and every tab in the view answers with that scope. You no longer re-apply the same filters as you move between delivery, cost and AI.
If a view was shared with you as read-only, you see it exactly as its owner left it — only they can change its filters and dates.
Pinning and managing views
A view you pin shows up in the sidebar menu, so it is one click away. From a view's menu you can Open, Pin to sidebar, Duplicate, Share, Archive and Delete.
Deleting is permanent and it removes the view for everyone it was shared with.
Related articles
Creating a view
Sharing and duplicating views
Filters and date ranges