# Revenue Health Dashboard

> Visualization blueprint for revenue KPIs, guardrails, and action callouts.

- Skill: `majiayu000/revenue-health-dashboard` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds add majiayu000/revenue-health-dashboard`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/revenue-health-dashboard/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Finance & Business
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/revenue-health-dashboard

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# Revenue Health Dashboard Skill

## When to Use
- Summarizing bookings, pipeline, retention, and efficiency metrics in one place.
- Creating weekly/monthly revenue review packs with consistent layout.
- Highlighting guardrail breaches and ownership for remediation.

## Framework
1. **KPI Stack** – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback.
2. **Segmentation Layer** – tabs for region, segment, product, channel.
3. **Guardrail Banner** – visual cues for breached vs healthy thresholds.
4. **Insight Tiles** – annotate root cause, owner, and next action per issue.
5. **Drill Links** – tie charts to deeper dashboards or command outputs.

## Templates
- Executive summary slide with KPI dials + traffic lights.
- Detail view for pipeline vs target, retention cohorts, and efficiency metrics.
- Action tracker table embedded in the dashboard.

## Tips
- Keep traffic-light rules aligned with `guardrail-scorecard` to avoid confusion.
- Embed command links (monitor, inspect, build) so reviewers can dive deeper.
- Snapshot dashboards before/after remediation to track improvement.

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