/revenue-health-dashboard
Visualization blueprint for revenue KPIs, guardrails, and action callouts.
$ npx -y skills add gtmagents/gtm-agents --skill revenue-health-dashboard --agent claude-codeHow 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.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/revenue-health-dashboard
Context preview
The summary Claude sees to decide when to auto-load this skill.
Visualization blueprint for revenue KPIs, guardrails, and action callouts.
SKILL.md
revenue-health-dashboard.SKILL.mdname: revenue-health-dashboard description: Visualization blueprint for revenue KPIs, guardrails, and action callouts.
Revenue Health Dashboard Skill
When to Use
- Summarizing bookings, pipeline, retention, and efficiency metrics in one place.
- Creating weekly/monthly revenue review packs with consistent layout.
- Highlighting guardrail breaches and ownership for remediation.
Framework
1. **KPI Stack** – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback. 2. **Segmentation Layer** – tabs for region, segment, product, channel. 3. **Guardrail Banner** – visual cues for breached vs healthy thresholds. 4. **Insight Tiles** – annotate root cause, owner, and next action per issue. 5. **Drill Links** – tie charts to deeper dashboards or command outputs.
Templates
- Executive summary slide with KPI dials + traffic lights.
- Detail view for pipeline vs target, retention cohorts, and efficiency metrics.
- Action tracker table embedded in the dashboard.
Tips
- Keep traffic-light rules aligned with `guardrail-scorecard` to avoid confusion.
- Embed command links (monitor, inspect, build) so reviewers can dive deeper.
- Snapshot dashboards before/after remediation to track improvement.
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Free AI automation for sales, marketing, and growth teams. No coding required.
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