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KPI Dashboard Builder

Turns operating data into a formatted Excel KPI dashboard with definitions, targets and trend charts

Source Download skill
Repository
genspark-ai/genoffice
Stars
11,537
Licence
Apache-2.0
Files
1 file

What it does

When installed, the agent works through a structured process for building a business performance dashboard. It first clarifies the audience, reporting frequency and comparison baseline, then defines each metric's formula and data source, checks whether the data supports them, and flags ambiguous or missing fields instead of guessing. The result is an Excel workbook with four sheets (Definitions, Data, Dashboard and Trends) where calculated figures are live formulas rather than typed numbers, with colour-coded status and line charts. It also ends by summarising the best and worst metrics, unusual periods and definitions the business owner still needs to confirm.

Great for

  • Operations or finance staff preparing a monthly or weekly KPI review
  • Small business owners who have raw sales or operating data but no dashboard yet
  • Analysts who want consistent metric definitions documented alongside the numbers

Skip it if

  • Real-time or automated dashboards that must refresh from live systems, since the skill builds a static workbook from data supplied in the chat
  • Financial reporting that requires audited revenue or tax treatment, because the skill only uses definitions the user has confirmed and defers to company finance policy
  • Situations where no target or metric list exists and the user expects a complete scorecard; the skill will leave targets blank rather than invent them

Try asking

  • “Build a monthly KPI dashboard from this operating data”
  • “Define these metrics and lay them out as a dashboard workbook”
  • “Create a weekly sales KPI workbook with target vs actual and month-on-month change”
  • “Propose 8 key operating metrics for my e-commerce business and set up the dashboard”
Step-by-step guide: how to use KPI Dashboard BuilderInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the Apache-2.0 licence and an attribution note.

    kpi-dashboard.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

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

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip kpi-dashboard.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

  • Provide a clear list of metrics and targets up front; without targets the attainment column will be empty.
  • Confirm ambiguous metric definitions (for example average order value per order versus per customer) when the agent asks, since it will not choose for you.
  • Review the flagged outliers and missing-field warnings before relying on the dashboard figures.

What's inside

  • SKILL.md

Redistributed unmodified from genspark-ai/genoffice under the Apache-2.0 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.