Layout and storytelling guide for marketing analytics executive dashboards.
View on GitHubgtmagents/gtm-agents
marketing-analytics
January 22, 2026
Select agents to install to:
npx add-skill https://github.com/gtmagents/gtm-agents/blob/main/plugins/marketing-analytics/skills/exec-dashboard-blueprint/SKILL.md -a claude-code --skill exec-dashboard-blueprintInstallation paths:
.claude/skills/exec-dashboard-blueprint/# Executive Dashboard Blueprint Skill ## When to Use - Preparing ELT/board-ready snapshots of marketing performance. - Standardizing dashboard layout across BI, RevOps, and marketing teams. - Packaging insights from `/marketing-analytics` commands into clear narratives. ## Framework 1. **Story Arc** – headline → KPI spine → risks/opps → actions. 2. **KPI Tiles** – awareness, demand, pipeline, revenue, efficiency metrics with traffic lights. 3. **Drill Cards** – channel, campaign, and audience breakouts linking to deeper views. 4. **Insight Callouts** – annotate anomalies, root causes, and required decisions. 5. **Action Register** – owners, due dates, and follow-ups surfaced alongside metrics. ## Templates - 3-slide deck structure (headline, KPIs, actions). - Dashboard wireframe with recommended chart types + layout. - Annotation checklist ensuring context + next steps accompany data. - **GTM Agents KPI Guardrail Sheet** – baseline vs target vs alert ranges for reach, pipeline, win rate, CAC payback @puerto/README.md#214-241. - **Measurement Spec** – metric definitions, filters, refresh cadence, owner column. - **Weekly Exec Packet** – combines dashboard screenshots, narrative summary, decision log (mirrors GTM Agents Data Analyst deliverable). ## Tips - Limit each dashboard view to one primary objective to avoid overload. - Embed links back to commands (`produce-campaign-report`, `monitor-channel-pacing`) for drilldowns. - Archive monthly snapshots for trend storytelling. - Adopt GTM Agents cadence: Monday data QA, Tuesday ELT preview, Thursday exec meeting, Friday retro + action register updates. - Highlight which KPIs are within guardrail, trending to alert, or breaching (RAG) so leadership can react quickly. - Pair with `docs/gtm-essentials.md` tools: Context7 for latest GA4 docs, Serena for patching data models, Sequential Thinking for retro facilitation. ## GTM Agents Dashboard Governance Overlay 1. **Data QA Loop** – run freshness + anomaly checks before