/dashboard-playbook

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

gtmagents@gtmagents

GitHub

From plugin

gtm-agents

368200 skills200 agents199 commands

Install

$ npx -y skills add gtmagents/gtm-agents --skill dashboard-playbook --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.
You can call itInvoke it directly when you want it.
Slash command/dashboard-playbook

Context preview

The summary Claude sees to decide when to auto-load this skill.

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

SKILL.md

dashboard-playbook.SKILL.md

name: dashboard-playbook
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).