31 lines
1.2 KiB
Markdown
31 lines
1.2 KiB
Markdown
---
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name: dashboard-playbook
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description: Best-practice kit for BI dashboard layout, storytelling, and adoption.
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---
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# Dashboard Playbook Skill
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## When to Use
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- Designing new dashboards or refreshing existing ones for GTM stakeholders.
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- Auditing dashboards that suffer from low engagement or unclear narratives.
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- Training analysts on consistent storytelling and UX patterns.
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## Framework
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1. **Audience & Decisions** – document persona, cadence, and key decisions.
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2. **Story Arc** – headline metric, supporting evidence, drill-downs, and action prompts.
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3. **Layout System** – hero tiles, contextual panels, alerts, and annotation space.
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4. **Governance Hooks** – data freshness indicator, owner info, and SLA links.
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5. **Adoption Loop** – training plans, feedback capture, and iteration cadence.
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## Templates
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- **Wireframe Template**: See `templates/dashboard_wireframe.md` for layout structure.
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- **Dashboard brief** (goals, KPIs, filters, mockups).
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- **Adoption checklist** (enablement, comms, success metrics).
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## Tips
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- Limit hero metrics to 3–5; move detailed tables into drill sections.
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- Use consistent color semantics for good vs risk states.
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- Pair with `build-exec-dashboard` to package specs + rollout plan.
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---
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