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operating-dashboard

Use this skill to generate a Business Operating Dashboard as a JSON Canvas (.canvas) file from business-baseline artifacts. The dashboard is a source-derived operational view, not a hand-authored diagram.

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

Generates or updates a Business Operating Dashboard as a JSON Canvas (.canvas) file from business-baseline source data.

How you ask

  • “Generate an operating dashboard from my business baseline data”
  • “Refresh my business dashboard canvas with the latest metrics”
  • “Create a visual overview of my business operations as a canvas”

Inputs

  • session_state — Business baseline session state — primary source of truth for the header, bow-tie, analysis, and roadmap rows.
  • client_processes — Client-scope process notes feeding the Processes row; override expanded_processes in session-state when present.
  • request — Confirmation that no dashboard canvas exists yet and the first dashboard should be generated.
  • scope — The client-id whose business baseline the dashboard reads (client.root). Client scope only: business-baseline writes session-state.yaml only under {client.business-baseline}, so a company run has no source of truth and no output path.
  • session_state — Business baseline session state, re-read in full so the regenerated canvas reflects every change since the last generation rather than being patched.
  • request — Confirmation that an existing dashboard should be regenerated after the source data changed.
  • session_state — Business baseline session state, checked for presence and completeness rather than assumed to exist — its absence is a finding, not a blocker to this route.
  • client_processes — Client-scope process notes checked for presence when assessing whether the Processes row is ready.
  • request — Confirmation that a readiness/gap check is wanted rather than a full generation or refresh.

Outputs

  • The generated Business Operating Dashboard canvas, together with a summary of the rows generated, the rows omitted, and why.
  • The regenerated dashboard canvas, rebuilt whole from source data and overwriting the previous file.
  • Which rows can be generated now, which rows are blocked by missing source data, and which source artifacts are still missing.
  • {client.business-baseline}/{client-id}-operating-dashboard.canvas