Executive Dashboard Blueprint Skill

When to Use

• Preparing ELT/board-ready snapshots of marketing performance.
• Standardizing dashboard layout across BI, RevOps, and marketing teams.
• Packaging insights from /marketing-analytics commands into clear narratives.

Framework

1. Story Arc – headline → KPI spine → risks/opps → actions.
2. KPI Tiles – awareness, demand, pipeline, revenue, efficiency metrics with traffic lights.
3. Drill Cards – channel, campaign, and audience breakouts linking to deeper views.
4. Insight Callouts – annotate anomalies, root causes, and required decisions.
5. Action Register – owners, due dates, and follow-ups surfaced alongside metrics.

Templates

• 3-slide deck structure (headline, KPIs, actions).
• Dashboard wireframe with recommended chart types + layout.
• Annotation checklist ensuring context + next steps accompany data.
• GTM Agents KPI Guardrail Sheet – baseline vs target vs alert ranges for reach, pipeline, win rate, CAC payback @puerto/README.md#214-241.