clickmax-insights-dashboards
Installation
SKILL.md
As tools abaixo aparecem com os nomes que o MCP da Clickmax registra. Se o seu cliente de IA prefixar nomes de tool (
mcp__<servidor>__,mcp_<servidor>_, ou outro), use o nome já prefixado que aparecer na sua lista de tools.
When this applies
Use this skill to create, edit or read a saved Insights dashboard: assembling a board of opportunity/activity/lead widgets, starting from a ready-made template, changing a widget's chart or breakdown, reordering the grid, or answering "what do the numbers on my dashboard say".
Not this skill:
- one-off revenue/lead/funnel KPI questions with no saved board ->
clickmax-analytics - what is selling: top offers, order-bump attach, sales trend ->
clickmax-sales-insights - payment dashboard browsing and loss/recovery cohorts ->
clickmax-payments-dashboard-analysis - moving cards, stages, attendants, pipeline settings ->
clickmax-pipelines - per-lead timelines and owner activity aggregates ->
clickmax-leads-activity-analysis
A dashboard is a saved artifact. If the user just wants a number once, answer with the analytics skills above instead of creating a board.