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

• Story Arc – headline → KPI spine → risks/opps → actions.

• KPI Tiles – awareness, demand, pipeline, revenue, efficiency metrics with traffic lights.

• Drill Cards – channel, campaign, and audience breakouts linking to deeper views.

• Insight Callouts – annotate anomalies, root causes, and required decisions.

• 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.

• Measurement Spec – metric definitions, filters, refresh cadence, owner column.

• Weekly Exec Packet – combines dashboard screenshots, narrative summary, decision log (mirrors GTM Agents Data Analyst deliverable).

Tips

• Limit each dashboard view to one primary objective to avoid overload.

• Embed links back to commands (produce-campaign-report , monitor-channel-pacing ) for drilldowns.

• Archive monthly snapshots for trend storytelling.

• Adopt GTM Agents cadence: Monday data QA, Tuesday ELT preview, Thursday exec meeting, Friday retro + action register updates.

• Highlight which KPIs are within guardrail, trending to alert, or breaching (RAG) so leadership can react quickly.

• Pair with docs/gtm-essentials.md tools: Context7 for latest GA4 docs, Serena for patching data models, Sequential Thinking for retro facilitation.

GTM Agents Dashboard Governance Overlay

• Data QA Loop – run freshness + anomaly checks before distributing (log results in audit trail).

• Narrative Structure – use Story Arc to link KPI shifts to drivers and required decisions.

• Action Register – every dashboard delivery must include owner, due date, and status for prescribed actions.

• Escalation – if guardrail breach persists >2 weeks, escalate to Chief Product Officer / Sales Director per GTM Agents governance.

KPI Guardrails (GTM Agents Reference)

• Awareness (reach/impressions) ±8% window before alerting; >12% triggers campaign review.

• Pipeline add ≥3x quota per quarter; warn at 2.5x.

• Win rate ≥25% for in-quarter commit; escalate if <20%.

• CAC payback ≤14 months; escalate if >16 months.

Weekly Exec Packet Outline

1. Headline + KPI spine (traffic lights per guardrail)
2. Insights & Drivers – 3 bullets tying KPI movement to channels/programs
3. Required Decisions – what leadership must approve/block
4. Action Register – owner, due date, status
5. Appendix – detailed drill cards + methodology

Tool Hooks

• Context7 – fetch current platform docs (GA4, Salesforce) referenced in measurement specs.

• Serena – update BI repo SQL notebooks or dbt models safely.

• Sequential Thinking – facilitate monthly retros and architecture of dashboard iterations.

• Playwright – capture dashboard screenshots or verify embedded web components before distribution.