dashboard-playbook
Best-practice kit for BI dashboard layout, storytelling, and adoption.
- Installs
- 71
- Last 24h
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- Security
- Not audited
Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/gtmagents/gtm-agents --skill dashboard-playbook- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads dashboard-playbook automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Dashboard Playbook Skill
When to Use
- Designing new dashboards or refreshing existing ones for GTM stakeholders.
- Auditing dashboards that suffer from low engagement or unclear narratives.
- Training analysts on consistent storytelling and UX patterns.
Framework
- Audience & Decisions – document persona, cadence, and key decisions.
- Story Arc – headline metric, supporting evidence, drill-downs, and action prompts.
- Layout System – hero tiles, contextual panels, alerts, and annotation space.
- Governance Hooks – data freshness indicator, owner info, and SLA links.
- Adoption Loop – training plans, feedback capture, and iteration cadence.
Templates
- Wireframe Template: See
templates/dashboard_wireframe.mdfor layout structure. - Dashboard brief (goals, KPIs, filters, mockups).
- Adoption checklist (enablement, comms, success metrics).
Tips
- Limit hero metrics to 3–5; move detailed tables into drill sections.
- Use consistent color semantics for good vs risk states.
- Pair with
build-exec-dashboardto package specs + rollout plan.
FAQ
What does the dashboard-playbook skill do?
Best-practice kit for BI dashboard layout, storytelling, and adoption.
How do I install dashboard-playbook?
Run npx skills add https://github.com/gtmagents/gtm-agents --skill dashboard-playbook in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/dashboard-playbook/ (personal) or .claude/skills/dashboard-playbook/ (project).
Which AI agents can use dashboard-playbook?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is dashboard-playbook safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains dashboard-playbook?
It is published by gtmagents in gtmagents/gtm-agents. It has 71 recorded installs.
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