Files
gh-gtmagents-gtm-agents-plu…/commands/ship-dashboards.md
2025-11-29 18:29:43 +08:00

3.1 KiB
Raw Blame History

name, description, usage
name description usage
ship-dashboards Creates a dashboard launch plan with visualization specs, enablement steps, and monitoring. /analytics-pipeline-orchestration:ship-dashboards --use_case "pipeline velocity" --tool looker --audience "exec,sales"

Command: ship-dashboards

Inputs

  • use_case dashboard or report purpose.
  • tool BI platform (Looker, Tableau, Mode, Sigma, PowerBI).
  • audience comma-separated audiences.
  • access optional role-based access requirements.
  • alerts optional alert thresholds or anomaly rules.

GTM Agents Pattern & Plan Checklist

Based on GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

  • Pattern selection: Dashboard launches typically run pipeline (requirements → visualization → publishing → enablement → monitoring). If publishing + enablement can proceed in parallel, log a diamond segment and merge gate.
  • Plan schema: Save .claude/plans/plan-<timestamp>.json with objective, visualization stages, task IDs, parallel groups, dependency graph (models, permissions), error handling, and success metrics (adoption %, freshness, alert SLA).
  • Tool hooks: Reference docs/gtm-essentials.md stack—Serena for repo/LookML diffs, Context7 for BI platform docs, Sequential Thinking for rollout retros, Playwright for UI QA of embedded dashboards.
  • Guardrails: Default retry limit = 2 for failed publishes/alerts; escalation path = BI Publisher → Analytics Modeling Lead → RevOps/Exec sponsor.
  • Review: Use docs/usage-guide.md#orchestration-best-practices-puerto-parity before execution to confirm agents, dependencies, deliverables.

Workflow

  1. Requirement Review confirm metrics, filters, drill paths, narrative structure.
  2. Visualization Spec define layout, chart types, color systems, accessibility notes.
  3. Publishing Steps build dashboards, set permissions, schedule refreshes, configure alerts.
  4. Enablement & Rollout plan walkthroughs, documentation, office hours, feedback channels.
  5. Monitoring track usage analytics, data freshness, dashboard performance, enhancement backlog.

Outputs

  • Dashboard spec (wireframe, chart list, metrics dictionary).
  • Enablement kit (loom/video, doc, FAQ, adoption plan).
  • Monitoring + enhancement tracker.
  • Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

  • bi-publisher leads visualization + enablement.
  • visualization-patterns skill enforces design best practices.
  • quality-gates skill ensures data + refresh checks.

GTM Agents Safeguards

  • Fallback agents: document substitutes (e.g., Analytics Data Strategist covering BI Publisher) when specialists unavailable.
  • Escalation triggers: if adoption, freshness, or alert guardrails breach twice in 48h, escalate to Analytics + GTM leadership and trigger rollback plan.
  • Plan maintenance: update plan JSON/change log whenever visual specs, access rules, or monitoring hooks change to maintain GTM Agents-grade auditability.