Dashboard Playbook

Dashboard Playbook Skill

When to Use

• Designing new dashboards or refreshing existing ones for GTM stakeholders.
• Auditing dashboards that suffer from low engagement or unclear narratives.
• Training analysts on consistent storytelling and UX patterns.

Framework

1. Audience & Decisions – document persona, cadence, and key decisions.
2. Story Arc – headline metric, supporting evidence, drill-downs, and action prompts.
3. Layout System – hero tiles, contextual panels, alerts, and annotation space.
4. Governance Hooks – data freshness indicator, owner info, and SLA links.
5. Adoption Loop – training plans, feedback capture, and iteration cadence.

Templates

• Wireframe Template: See templates/dashboard_wireframe.md for layout structure.
• Dashboard brief (goals, KPIs, filters, mockups).
• Adoption checklist (enablement, comms, success metrics).

Tips

• Limit hero metrics to 3–5; move detailed tables into drill sections.
• Use consistent color semantics for good vs risk states.
• Pair with build-exec-dashboard to package specs + rollout plan.