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Zhongwei Li
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name: revenue-health-dashboard
description: Visualization blueprint for revenue KPIs, guardrails, and action callouts.
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# 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.
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