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dashboard-playbook Best-practice kit for BI dashboard layout, storytelling, and adoption.

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

  1. Audience & Decisions document persona, cadence, and key decisions.
  2. Story Arc headline metric, supporting evidence, drill-downs, and action prompts.
  3. Layout System hero tiles, contextual panels, alerts, and annotation space.
  4. Governance Hooks data freshness indicator, owner info, and SLA links.
  5. Adoption Loop training plans, feedback capture, and iteration cadence.

Templates

  • Wireframe Template: See templates/dashboard_wireframe.md for layout structure.
  • Dashboard brief (goals, KPIs, filters, mockups).
  • Adoption checklist (enablement, comms, success metrics).

Tips

  • Limit hero metrics to 35; move detailed tables into drill sections.
  • Use consistent color semantics for good vs risk states.
  • Pair with build-exec-dashboard to package specs + rollout plan.