SKILL

Dashboard Playbook

Best-practice kit for BI dashboard layout, storytelling, and adoption.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·

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.

Bundled with this artifact

1 file

Reference files that ship alongside this artifact. Agents pull these in only when the task needs them.

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