Best-practice kit for BI dashboard layout, storytelling, and adoption.
View on GitHubgtmagents/gtm-agents
business-intelligence
January 22, 2026
Select agents to install to:
npx add-skill https://github.com/gtmagents/gtm-agents/blob/main/plugins/business-intelligence/skills/dashboard-playbook/SKILL.md -a claude-code --skill dashboard-playbookInstallation paths:
.claude/skills/dashboard-playbook/# 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. ---