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executive-kpi-briefings

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Template pack for summarizing BI insights for ELT/board stakeholders.

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gtm-agents

gtmagents/gtm-agents

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business-intelligence

analytics

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gtmagents/gtm-agents
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plugins/business-intelligence/skills/executive-kpi-briefings/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/business-intelligence/skills/executive-kpi-briefings/SKILL.md -a claude-code --skill executive-kpi-briefings

Installation paths:

Claude
.claude/skills/executive-kpi-briefings/
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Instructions

# Executive KPI Briefings Skill

## When to Use
- Preparing weekly/monthly ELT updates with BI insights.
- Translating dashboards into succinct decision memos.
- Coordinating follow-up actions after KPI reviews.

## Framework
1. **Headline & Signal** – lead with KPI delta, direction, and confidence.
2. **Driver Analysis** – highlight top drivers, segments, or anomalies.
3. **Implications** – spell out impact on goals, customers, or investments.
4. **Actions & Owners** – list next steps, DRIs, due dates, and guardrails.
5. **Appendix** – link to dashboard tabs, methodology, and deeper data.

## Templates
- 1-page KPI memo (headline, context, actions).
- Slide template for ELT/board readouts.
- Follow-up tracker with ownership + status fields.

## Tips
- Keep narratives under 200 words unless deeper context is requested.
- Pair with `build-exec-dashboard` and `plan-bi-roadmap` for consistent storytelling.
- Capture questions/decisions in a log to feed future prioritization.

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