Visualization blueprint for revenue KPIs, guardrails, and action callouts.
View on GitHubgtmagents/gtm-agents
revenue-analytics
January 22, 2026
Select agents to install to:
npx add-skill https://github.com/gtmagents/gtm-agents/blob/main/plugins/revenue-analytics/skills/revenue-health-dashboard/SKILL.md -a claude-code --skill revenue-health-dashboardInstallation paths:
.claude/skills/revenue-health-dashboard/# Revenue Health Dashboard Skill ## When to Use - Summarizing bookings, pipeline, retention, and efficiency metrics in one place. - Creating weekly/monthly revenue review packs with consistent layout. - Highlighting guardrail breaches and ownership for remediation. ## Framework 1. **KPI Stack** – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback. 2. **Segmentation Layer** – tabs for region, segment, product, channel. 3. **Guardrail Banner** – visual cues for breached vs healthy thresholds. 4. **Insight Tiles** – annotate root cause, owner, and next action per issue. 5. **Drill Links** – tie charts to deeper dashboards or command outputs. ## Templates - Executive summary slide with KPI dials + traffic lights. - Detail view for pipeline vs target, retention cohorts, and efficiency metrics. - Action tracker table embedded in the dashboard. ## Tips - Keep traffic-light rules aligned with `guardrail-scorecard` to avoid confusion. - Embed command links (monitor, inspect, build) so reviewers can dive deeper. - Snapshot dashboards before/after remediation to track improvement. ---