Dashboard Playbook
by gtmagents
Best-practice kit for BI dashboard layout, storytelling, and adoption.
Skill Details
Repository Files
2 files in this skill directory
name: dashboard-playbook description: Best-practice kit for BI dashboard layout, storytelling, and adoption.
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
- Audience & Decisions – document persona, cadence, and key decisions.
- Story Arc – headline metric, supporting evidence, drill-downs, and action prompts.
- Layout System – hero tiles, contextual panels, alerts, and annotation space.
- Governance Hooks – data freshness indicator, owner info, and SLA links.
- Adoption Loop – training plans, feedback capture, and iteration cadence.
Templates
- Wireframe Template: See
templates/dashboard_wireframe.mdfor 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-dashboardto package specs + rollout plan.
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