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SKILL.md
Dashboard Brief Skill
This skill converts a business question or monitoring need into a complete, implementation-ready dashboard specification. The output gives a data engineer or BI developer everything they need to build without a follow-up meeting.
Required Inputs
Ask the user for these if not provided:
The business question this dashboard should answer (e.g. "How is our activation funnel performing this week?")
Data sources available (e.g. Postgres, BigQuery, Mixpanel, Salesforce, Jira)
BI tool being used (Looker / Metabase / Tableau / Power BI / Grafana / Custom / Unknown)
Output Structure
Dashboard Brief: [Dashboard Name]
Business Question: [The question this dashboard answers — verbatim from inputs or refined]
Audience: [Who uses this]
Refresh Rate: [Real-time / Hourly / Daily / Weekly]
Data Sources: [List]
BI Tool: [Tool or Unknown]
Section 1: Key Metrics (KPI Cards)
List the headline numbers that should appear at the top of the dashboard as KPI cards.
Metric
Definition
Data Source
Comparison
[Metric name]
[How it's calculated]
[Table/source]
[vs. last week / vs. target / MoM]
Aim for 3–6 KPI cards. More than 6 is noise.
Section 2: Charts & Visualisations
For each chart, specify:
Chart [N]: [Chart Title]
Chart type: [Line / Bar / Stacked bar / Pie / Funnel / Heatmap / Table / Scatter]
Why this chart type: [One sentence — why this type suits this data]
X-axis / Rows: [Dimension — e.g. Date, User segment, Product]
Y-axis / Values: [Metric — e.g. Count of active users, Revenue]
Breakdown/colour: [Optional secondary dimension — e.g. by Plan tier, by Channel]
Data source: [Table or source]
Filters: [Any default filters applied — e.g. "Exclude internal test accounts"]
Key insight to surface: [What pattern or signal this chart should help the viewer spot]
Section 3: Filters & Controls
Global filters available to dashboard viewers:
Filter
Type
Default
Options
Date range
Date picker
Last 30 days
Custom
[Segment filter]
Dropdown
All
[List relevant values]
[Other filter]
Multi-select
All
[List relevant values]
Section 4: Layout Recommendation
Describe the dashboard layout in plain terms:
[ROW 1 — KPI Cards]: [Metric 1] | [Metric 2] | [Metric 3] | [Metric 4]
[ROW 2 — Primary chart, full width]: [Chart name]
[ROW 3 — Two charts side by side]: [Chart A] | [Chart B]
[ROW 4 — Supporting table, full width]: [Table name]
Section 5: Data Requirements
List any data transformations, joins, or derived fields needed:
Derived Field
Logic
Source Tables
[Field name]
[How it's calculated]
[Tables involved]
Flag any fields that may not exist in current data infrastructure.
Section 6: Access & Ownership
Dashboard owner: [Leave for user to fill]
Who can edit: [Leave for user to fill]
Who can view: [Leave for user to fill]
Review cadence: [When should this dashboard be reviewed for relevance?]
Quality Checks
Every chart has a stated "key insight to surface" — not just "show the data"
