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KPI Dashboard Design

Guides the agent to design KPI dashboards, pick metrics, and debug inconsistent business numbers.

Source Download skill
Repository
wshobson/agents
Stars
42,095
Licence
MIT
Files
2 files

What it does

Once installed, the agent follows a structured set of patterns when you ask it to plan or fix a business metrics dashboard. It helps choose a small set of meaningful KPIs, organizes them into executive, department and drilldown views, and suggests layout and alert practices. It also gives troubleshooting guidance, such as writing down one formula for metrics like MRR so finance and the dashboard agree, or using monthly rather than daily cohorts for retention charts. Detailed worked examples are kept in a separate reference file that the agent reads when needed.

Great for

  • Analysts or product teams building an executive SaaS dashboard tracking MRR, churn and LTV/CAC
  • Operations teams designing live service health or throughput displays
  • Anyone whose dashboard numbers contradict finance or other teams' figures

Skip it if

  • Users who need a finished dashboard built in a specific BI tool, since the skill gives design guidance and SQL/Python snippets rather than tool-specific setup (the snippets are illustrative and need adapting to your schema)
  • Anyone expecting the skill to verify their data; it contains no data checks and the alert and SQL examples must be validated against real data before production use

Try asking

  • “Design an executive dashboard with six headline KPIs for our SaaS business, including MRR, churn and LTV/CAC.”
  • “Our dashboard MRR doesn't match finance's number. Help me find the calculation difference.”
  • “My retention cohort chart looks flat. Review my cohort query and suggest a fix.”
  • “Our live dashboard is slowing the production database. Suggest a pre-aggregation approach.”
Step-by-step guide: how to use KPI Dashboard DesignInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 2 original files, the MIT licence and an attribution note.

    kpi-dashboard-design.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip kpi-dashboard-design.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip kpi-dashboard-design.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Give the agent your actual table or metric definitions so its SQL suggestions match your schema.
  • Ask it to document each metric's formula alongside the dashboard, as the skill recommends, to avoid future disagreements.
  • Treat the sample alert threshold and SQL as starting points and test them on your own historical data first.

What's inside

  • references/details.md
  • SKILL.md

Redistributed unmodified from wshobson/agents under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.