# Kpi Dashboard Design

Design effective KPI dashboards with metrics selection, visualization best practices...

- Repository: https://github.com/wshobson/agents (42077 stars)
- Category: Design
- License: MIT
- Last updated: 2026-10-30
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add wshobson/agents --skill kpi-dashboard-design -g -a claude-code -y`
Codex: `npx skills add wshobson/agents --skill kpi-dashboard-design -g -a codex -y`
Cursor: `npx skills add wshobson/agents --skill kpi-dashboard-design -g -a cursor -y`
Gemini CLI: `npx skills add wshobson/agents --skill kpi-dashboard-design -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add wshobson/agents`

## Description

Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Use this skill when building an executive SaaS metrics dashboard tracking MRR, churn, and LTV/CAC ratios; designing an operations center with live service health and request throughput; creating a cohort retention analysis view for a product team; or debugging a dashboard where metrics contradict each other due to inconsistent calculation methodology.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# KPI Dashboard Design

Comprehensive patterns for designing effective Key Performance Indicator (KPI) dashboards that drive business decisions.

## When to Use This Skill

- Designing executive dashboards
- Selecting meaningful KPIs
- Building real-time monitoring displays
- Creating department-specific metrics views
- Improving existing dashboard layouts
- Establishing metric governance

## Core Concepts

### 1. KPI Framework

| Level           | Focus            | Update Frequency  | Audience   |
| --------------- | ---------------- | ----------------- | ---------- |
| **Strategic**   | Long-term goals  | Monthly/Quarterly | Executives |
| **Tactical**    | Department goals | Weekly/Monthly    | Managers   |
| **Operational** | Day-to-day       | Real-time/Daily   | Teams      |

### 2. SMART KPIs

```
Specific: Clear definition
Measurable: Quantifiable
Achievable: Realistic targets
Relevant: Aligned to goals
Time-bound: Defined period
```

### 3. Dashboard Hierarchy

```
├── Executive Summary (1 page)
│   ├── 4-6 headline KPIs
│   ├── Trend indicators
│   └── Key alerts
├── Department Views
│   ├── Sales Dashboard
│   ├── Marketing Dashboard
│   ├── Operations Dashboard
│   └── Finance Dashboard
└── Detailed Drilldowns
    ├── Individual metrics
    └── Root cause analysis
```

## Detailed worked examples and patterns

Detailed sections (starting with `## Common KPIs by Department`) live in `references/details.md`. Read that file when the navigation summary above is insufficient.

## Best Practices

### Do's

- **Limit to 5-7 KPIs** - Focus on what matters
- **Show context** - Comparisons, trends, targets
- **Use consistent colors** - Red=bad, green=good
- **Enable drilldown** - From summary to detail
- **Update appropriately** - Match metric frequency

### Don'ts

The rest: https://github.com/wshobson/agents/blob/HEAD/plugins/business-analytics/skills/kpi-dashboard-design/SKILL.md