Plan to Build
Signals, insights, and themes
Review source evidence, extract insights, and group recurring customer needs.
- Audience
- product managers, product leaders
- Required role
- Product manager or product leader.
- Product access
- Plan
- Navigation path
- Plan > Signals, Plan > Review queue, and Plan > Themes
Outcome
Turn incoming customer evidence into reviewed insights and a defensible problem theme.
Before you begin
- At least one connected signal source or API-ingested signal
Review incoming signals
Open Signals and confirm source, account, timestamp, and original context. Correct account matching before using revenue or tier impact in prioritization.
Verify extracted insights
Use the review queue to accept, edit, merge, or reject extracted insights. Keep claims narrow enough that their supporting source records genuinely justify them.
Create a theme
Group recurring insights, write a problem statement, and review affected accounts and evidence strength. Separate adjacent needs when one solution would not address both.
Keep source context
Open source citations while reviewing a theme. If evidence is contradictory or incomplete, record the uncertainty instead of generating false consensus.