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kpi-dashboard-design

Use this skill to define the dashboard before anyone builds it: what decisions it supports, which metrics belong, and how the view should be structured.

  • Area: Strategy
  • Category: product management
  • Level: beginner
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles: CEO / Founder, Product Manager, Operations Manager, Finance Manager

Designs KPI dashboards, selects meaningful metrics, and applies visualization best practices for real-time monitoring.

How you ask

  • “Design a KPI dashboard for our SaaS metrics”
  • “Select meaningful metrics for our executive dashboard”
  • “Create a real-time monitoring dashboard for our operations”
  • “Apply visualization best practices to our analytics board”

Inputs

  • kpi_registry — Canonical KPI ids and thresholds. Bind to existing ids rather than defining parallel metrics that drift from the weekly KPI loop.
  • request — What to produce
  • scope — company, or a client-id under {company.clients}/ — a string with one reserved value, not a closed set

Outputs

  • kpi-dashboard-design (markdown)
  • kpi-dashboard-design-company (markdown)
  • {client.knowledge-base.product}/kpi-dashboard-design-{YYYY-MM-DD}.md
  • {company.knowledge-base.product}/kpi-dashboard-design-{YYYY-MM-DD}.md