Visualization Patterns

Use when designing dashboards, reports, and narratives for GTM stakeholders.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Analytics Visualization Patterns Skill

When to Use

  • Planning a new dashboard or updating existing visualizations.
  • Coaching teams on self-serve analytics adoption.
  • Auditing visual design, accessibility, and narrative clarity.

Framework

  1. Audience & Story – clarify persona, decision cadence, and key questions.
  2. Layout & Hierarchy – organize tiles by funnel (overview → drill-down → diagnostic), highlight KPIs.
  3. Chart Selection – match metric type to chart (trend, composition, comparison, distribution).
  4. Accessibility – color contrast, labels, tooltips, mobile/responsive considerations.
  5. Narrative & Actions – annotate insights, embed CTA buttons or playbook links.

Templates

  • Dashboard wireframe grid with KPI slots.
  • Metric dictionary (definition, source, owner, refresh schedule).
  • Adoption checklist (stakeholder review, enablement session, feedback form).

Tips

  • Keep hero KPIs at top-left with trend vs target.
  • Use consistent color palettes for good/bad variance.
  • Embed documentation or Loom walkthroughs directly in BI tool when possible.

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