1.2 KiB
1.2 KiB
name, description
| name | description |
|---|---|
| revenue-health-dashboard | Visualization blueprint for revenue KPIs, guardrails, and action callouts. |
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
- KPI Stack – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback.
- Segmentation Layer – tabs for region, segment, product, channel.
- Guardrail Banner – visual cues for breached vs healthy thresholds.
- Insight Tiles – annotate root cause, owner, and next action per issue.
- 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-scorecardto avoid confusion. - Embed command links (monitor, inspect, build) so reviewers can dive deeper.
- Snapshot dashboards before/after remediation to track improvement.