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kpi-dashboard-design

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Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Use when building business dashboards, selecting metrics, or designing data visualization layouts.

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wshobson/agents

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business-analytics

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wshobson/agents
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plugins/business-analytics/skills/kpi-dashboard-design/SKILL.md

Last Verified

January 19, 2026

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npx add-skill https://github.com/wshobson/agents/blob/main/plugins/business-analytics/skills/kpi-dashboard-design/SKILL.md -a claude-code --skill kpi-dashboard-design

Installation paths:

Claude
.claude/skills/kpi-dashboard-design/
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Instructions

# KPI Dashboard Design

Comprehensive patterns for designing effective Key Performance Indicator (KPI) dashboards that drive business decisions.

## When to Use This Skill

- Designing executive dashboards
- Selecting meaningful KPIs
- Building real-time monitoring displays
- Creating department-specific metrics views
- Improving existing dashboard layouts
- Establishing metric governance

## Core Concepts

### 1. KPI Framework

| Level           | Focus            | Update Frequency  | Audience   |
| --------------- | ---------------- | ----------------- | ---------- |
| **Strategic**   | Long-term goals  | Monthly/Quarterly | Executives |
| **Tactical**    | Department goals | Weekly/Monthly    | Managers   |
| **Operational** | Day-to-day       | Real-time/Daily   | Teams      |

### 2. SMART KPIs

```
Specific: Clear definition
Measurable: Quantifiable
Achievable: Realistic targets
Relevant: Aligned to goals
Time-bound: Defined period
```

### 3. Dashboard Hierarchy

```
├── Executive Summary (1 page)
│   ├── 4-6 headline KPIs
│   ├── Trend indicators
│   └── Key alerts
├── Department Views
│   ├── Sales Dashboard
│   ├── Marketing Dashboard
│   ├── Operations Dashboard
│   └── Finance Dashboard
└── Detailed Drilldowns
    ├── Individual metrics
    └── Root cause analysis
```

## Common KPIs by Department

### Sales KPIs

```yaml
Revenue Metrics:
  - Monthly Recurring Revenue (MRR)
  - Annual Recurring Revenue (ARR)
  - Average Revenue Per User (ARPU)
  - Revenue Growth Rate

Pipeline Metrics:
  - Sales Pipeline Value
  - Win Rate
  - Average Deal Size
  - Sales Cycle Length

Activity Metrics:
  - Calls/Emails per Rep
  - Demos Scheduled
  - Proposals Sent
  - Close Rate
```

### Marketing KPIs

```yaml
Acquisition:
  - Cost Per Acquisition (CPA)
  - Customer Acquisition Cost (CAC)
  - Lead Volume
  - Marketing Qualified Leads (MQL)

Engagement:
  - Website Traffic
  - Conversion Rate
  - Email Open/Click Rate
  - Social Engagement

ROI:
  - Marketing ROI
  - C

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