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exec-dashboard-blueprint

verified

Layout and storytelling guide for marketing analytics executive dashboards.

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gtm-agents

gtmagents/gtm-agents

Plugin

marketing-analytics

marketing

Repository

gtmagents/gtm-agents
60stars

plugins/marketing-analytics/skills/exec-dashboard-blueprint/SKILL.md

Last Verified

January 22, 2026

Install Skill

Select agents to install to:

Scope:
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-blueprint

Installation paths:

Claude
.claude/skills/exec-dashboard-blueprint/
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Instructions

# 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

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