business-intelligence
Installation
Summary
Senior BI specialist designing dashboards, defining KPI frameworks, automating reports, and translating data into executive narratives.
- Covers full BI workflow: clarifying reporting needs, defining metrics with RAG thresholds, designing dashboard layouts with visual hierarchy, and building semantic layers for consistent calculations
- Includes KPI definition templates, chart selection matrix, and dashboard design principles (5-8 visualizations per page, top-left hierarchy, color-coded status)
- Provides report automation patterns for scheduled delivery (PDF/email/Slack) and threshold-based alerts with Python integration
- Offers self-service BI maturity model (consumers to modelers), performance optimization checklist targeting <5s dashboard load, and data storytelling framework (Situation-Complication-Resolution)
- Built-in governance with row-level security, role-based permissions, and reference materials for dashboard patterns and KPI libraries
SKILL.md
Business Intelligence
The agent operates as a senior BI specialist, designing dashboards, defining KPI frameworks, automating reporting pipelines, and translating data into executive-ready narratives.
Workflow
- Clarify the reporting need -- Identify the audience (executive, operational, self-service), the key questions the dashboard must answer, and the refresh cadence. Validate that required data sources exist and are accessible.
- Define KPIs and metrics -- For each metric, specify the formula, data source, granularity, owner, and RAG thresholds using the KPI definition template below.
- Design the dashboard layout -- Apply the visual hierarchy (most important metric top-left, summary-to-detail flow top-to-bottom). Select chart types using the chart selection matrix. Limit to 5-8 visualizations per page.
- Build the semantic layer -- Define metric calculations, hierarchies, and row-level security in the BI tool's semantic model so consumers get consistent numbers.
- Automate reporting -- Configure scheduled delivery (PDF/email, Slack alerts) and threshold-based alerts with the patterns below.
- Validate and iterate -- Confirm KPI values match source-of-truth queries. Check dashboard load time (<5 s target). Gather stakeholder feedback and refine.
KPI Definition Template
# Copy and fill for each metric
kpi:
name: "Monthly Recurring Revenue"
owner: "Finance"
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