dashboard-playbook

gtmagents's avatarfrom gtmagents

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

⭐31stars🔀7forks📁View on GitHub🕐Updated Dec 23, 2025
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When & Why to Use This Skill

The Dashboard Playbook is a comprehensive toolkit designed to optimize BI dashboard design, data storytelling, and user adoption. It provides a structured framework for creating high-impact visualizations that drive decision-making, auditing underperforming reports, and establishing consistent UX patterns across GTM (Go-To-Market) teams. By focusing on audience-centric narratives and layout systems, this skill ensures that data insights are both accessible and actionable.

Use Cases

  • Designing High-Impact GTM Dashboards: Create structured layouts for sales and marketing stakeholders that prioritize actionable insights and clear story arcs over cluttered data.
  • Auditing Low-Engagement Reports: Identify and refresh dashboards suffering from low user retention by applying storytelling frameworks and hero-metric optimization.
  • Standardizing Analytics Training: Use the built-in templates and best practices to train analysts on consistent UX patterns, color semantics, and professional layout systems.
  • Establishing Data Governance and Trust: Implement governance hooks such as data freshness indicators, ownership info, and SLA links to improve dashboard reliability and adoption loops.
namedashboard-playbook
descriptionBest-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

  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.