Installable skillApache-2.0

Dashboard Playbook Skill

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

BY gtmagentsUPDATED Oct 28, 2026
INTENDED FOR✳Claude Code>_Codex↗Cursor✦GeminiInstall in a listed agent.

instructions.md

---
name: dashboard-playbook-378e85ebaf42
description: Best-practice kit for BI dashboard layout, storytelling, and adoption.
---

# 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.

---
COMPATIBILITY & REFERENCES

Platform guidance

Imported from the listed AgentSkill.sh category. Complete supplied package files and notices are retained. Required external tools and credentials are not installed. No bundled code was executed during import. Individual agent task behavior has not been tested.