Ship Dashboards

Command: ship-dashboards

Inputs

• use_case – dashboard or report purpose.
• tool – BI platform (Looker, Tableau, Mode, Sigma, PowerBI).
• audience – comma-separated audiences.
• access – optional role-based access requirements.
• alerts – optional alert thresholds or anomaly rules.

GTM Agents Pattern & Plan Checklist

Based on GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

• Pattern selection: Dashboard launches typically run pipeline (requirements → visualization → publishing → enablement → monitoring). If publishing + enablement can proceed in parallel, log a diamond segment and merge gate.
• Plan schema: Save .claude/plans/plan-<timestamp>.json with objective, visualization stages, task IDs, parallel groups, dependency graph (models, permissions), error handling, and success metrics (adoption %, freshness, alert SLA).
• Tool hooks: Reference docs/gtm-essentials.md stack—Serena for repo/LookML diffs, Context7 for BI platform docs, Sequential Thinking for rollout retros, Playwright for UI QA of embedded dashboards.
• Guardrails: Default retry limit = 2 for failed publishes/alerts; escalation path = BI Publisher → Analytics Modeling Lead → RevOps/Exec sponsor.
• Review: Use docs/usage-guide.md#orchestration-best-practices-puerto-parity before execution to confirm agents, dependencies, deliverables.

Workflow

1. Requirement Review – confirm metrics, filters, drill paths, narrative structure.
2. Visualization Spec – define layout, chart types, color systems, accessibility notes.
3. Publishing Steps – build dashboards, set permissions, schedule refreshes, configure alerts.
4. Enablement & Rollout – plan walkthroughs, documentation, office hours, feedback channels.
5. Monitoring – track usage analytics, data freshness, dashboard performance, enhancement backlog.

Outputs

• Dashboard spec (wireframe, chart list, metrics dictionary).
• Enablement kit (loom/video, doc, FAQ, adoption plan).
• Monitoring + enhancement tracker.
• Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

• bi-publisher – leads visualization + enablement.
• visualization-patterns skill – enforces design best practices.
• quality-gates skill – ensures data + refresh checks.

GTM Agents Safeguards

• Fallback agents: document substitutes (e.g., Analytics Data Strategist covering BI Publisher) when specialists unavailable.
• Escalation triggers: if adoption, freshness, or alert guardrails breach twice in 48h, escalate to Analytics + GTM leadership and trigger rollback plan.
• Plan maintenance: update plan JSON/change log whenever visual specs, access rules, or monitoring hooks change to maintain GTM Agents-grade auditability.