31 lines
1.2 KiB
Markdown
31 lines
1.2 KiB
Markdown
---
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name: revenue-health-dashboard
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description: Visualization blueprint for revenue KPIs, guardrails, and action callouts.
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---
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# Revenue Health Dashboard Skill
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## When to Use
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- Summarizing bookings, pipeline, retention, and efficiency metrics in one place.
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- Creating weekly/monthly revenue review packs with consistent layout.
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- Highlighting guardrail breaches and ownership for remediation.
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## Framework
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1. **KPI Stack** – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback.
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2. **Segmentation Layer** – tabs for region, segment, product, channel.
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3. **Guardrail Banner** – visual cues for breached vs healthy thresholds.
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4. **Insight Tiles** – annotate root cause, owner, and next action per issue.
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5. **Drill Links** – tie charts to deeper dashboards or command outputs.
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## Templates
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- Executive summary slide with KPI dials + traffic lights.
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- Detail view for pipeline vs target, retention cohorts, and efficiency metrics.
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- Action tracker table embedded in the dashboard.
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## Tips
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- Keep traffic-light rules aligned with `guardrail-scorecard` to avoid confusion.
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- Embed command links (monitor, inspect, build) so reviewers can dive deeper.
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- Snapshot dashboards before/after remediation to track improvement.
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---
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