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    gtmagents

    dashboard-playbook

    gtmagents/dashboard-playbook
    Data & Analytics
    69
    2 installs

    About

    SKILL.md

    Install

    Install via Skills CLI

    or add to your agent
    • Claude Code
      Claude Code
    • Codex
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    • OpenClaw
      OpenClaw
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      GitHub Copilot
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      Gemini CLI
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      Trae
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      Zencoder
    • Antigravity
      Antigravity
    ├─
    ├─
    └─

    About

    Best-practice kit for BI dashboard layout, storytelling, and adoption.

    SKILL.md

    Dashboard Playbook Skill

    When to Use

    • Designing new dashboards or refreshing existing ones for GTM stakeholders.
    • Auditing dashboards that suffer from low engagement or unclear narratives.
    • Training analysts on consistent storytelling and UX patterns.

    Framework

    1. Audience & Decisions – document persona, cadence, and key decisions.
    2. Story Arc – headline metric, supporting evidence, drill-downs, and action prompts.
    3. Layout System – hero tiles, contextual panels, alerts, and annotation space.
    4. Governance Hooks – data freshness indicator, owner info, and SLA links.
    5. Adoption Loop – training plans, feedback capture, and iteration cadence.

    Templates

    • Wireframe Template: See templates/dashboard_wireframe.md for layout structure.
    • Dashboard brief (goals, KPIs, filters, mockups).
    • Adoption checklist (enablement, comms, success metrics).

    Tips

    • Limit hero metrics to 3–5; move detailed tables into drill sections.
    • Use consistent color semantics for good vs risk states.
    • Pair with build-exec-dashboard to package specs + rollout plan.

    Recommended Servers
    Mixpanel
    Mixpanel
    PostHog
    PostHog
    Better Stack
    Better Stack
    Repository
    gtmagents/gtm-agents
    Files