Skills kpi-dashboard-design
📊

kpi-dashboard-design

Safe 🌐 Network access⚙️ External commands

Design KPI dashboards that drive decisions

Many dashboards overwhelm teams with unclear metrics and cluttered layouts. This skill guides KPI selection, visualization best practices, and dashboard patterns that focus attention on actionable insights.

Supports: Claude Codex Code(CC)
⚠️ 68 Poor
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Test it

Using "kpi-dashboard-design". Outline an executive KPI dashboard for a subscription business.

Expected outcome:

  • Headline KPIs: MRR, ARR, churn rate, NPS score, and active customers
  • Layout: KPI cards across top row, trend line in second row, product mix chart, alerts strip at bottom
  • Cadence: Monthly executive review with weekly manager drilldowns and daily operations view

Using "kpi-dashboard-design". What KPIs should I track for a marketing team?

Expected outcome:

  • Acquisition metrics: CAC, CPA, lead volume, MQL conversion
  • Engagement metrics: website traffic, conversion rate, email metrics
  • ROI metrics: marketing ROI, campaign performance, channel attribution

Security Audit

Safe
v4 • 1/17/2026

Pure documentation skill containing only markdown guidance and static code examples. SQL and Python examples are embedded for reference only. No executable code, filesystem access, network calls, or credential access. Behavior matches stated purpose exactly.

2
Files scanned
603
Lines analyzed
2
findings
4
Total audits

Risk Factors

🌐 Network access (4)
skill-report.json:6 SKILL.md:424 SKILL.md:425 SKILL.md:426
⚙️ External commands (21)
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Audited by: claude View Audit History →

Quality Score

38
Architecture
90
Maintainability
85
Content
22
Community
100
Security
91
Spec Compliance

What You Can Build

Define executive KPI view

Create a one-page summary with headline KPIs, trend indicators, and alert panels for monthly reviews.

Standardize KPI governance

Align department KPIs using SMART criteria and establish consistent update frequencies.

Design real-time monitoring

Plan an operations center dashboard with system health, throughput metrics, and alert panels.

Try These Prompts

Starter KPI list 
List 6 core KPIs for a SaaS executive dashboard and explain why each matters for decision making.
Department splits 
Create separate KPI sets for sales and marketing with recommended update frequency and intended audience.
Layout critique 
Review this dashboard outline and propose a clearer hierarchy with better alert placement and focus.
Advanced retention 
Design a cohort retention analysis section with suggested visualizations and key questions to answer.

Best Practices

  • Limit dashboards to 5-7 key metrics aligned to specific business goals
  • Always show trends, targets, and comparisons for context and interpretation
  • Match update frequency to the decision cadence of each audience level

Avoid

  • Including vanity metrics that look impressive but have no actionability
  • Overcrowding the dashboard with too many charts and indicators
  • Hiding metric definitions, calculations, and data sources from viewers

Frequently Asked Questions

Is this compatible with Claude, Codex, and Claude Code?
Yes. The guidance is entirely prompt-based and works in Claude, Codex, and Claude Code without any tool requirements.
What are the limits of this skill?
It provides guidance, patterns, and code examples only. It does not create live data connections or deploy dashboards.
Can I use this with my existing BI tool?
Yes. Apply the KPI frameworks, metric lists, and layout patterns in Tableau, Looker, Power BI, or any custom app.
Does this skill access or store my data?
No. It is purely static guidance and example code. It never reads, writes, or transmits any user data.
What if the suggested KPIs do not fit my business model?
Adapt the framework and SMART criteria to your specific industry, goals, and available data sources.
How is this different from a downloadable dashboard template?
It explains the strategy, principles, and patterns behind effective dashboards rather than providing fixed layouts.

Developer Details

Author

wshobson

License

NOASSERTION

Repository

https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/kpi-dashboard-design

Ref

main

File structure

📄 SKILL.md