ranbot-ai KPI Dashboard Design
Comprehensive patterns for designing effective Key Performance Indicator (KPI) dashboards that drive business decisions.
Do not use this skill when
- The task is unrelated to kpi dashboard design
- You need a different domain or tool outside this scope
Instructions
- Clarify goals, constraints, and required inputs.
- Apply relevant best practices and validate outcomes.
- Provide actionable steps and verification.
- If detailed examples are required, open
resources/implementation-playbook.md.
Use this skill when
- Designing executive dashboards
- Selecting meaningful KPIs
- Building real-time monitoring displays
- Creating department-specific metrics views
- Improving existing dashboard layouts
- Establishing metric governance
Core Concepts
1. KPI Framework
| Level | Focus | Update Frequency | Audience |
|---|---|---|---|
| Strategic | Long-term goals | Monthly/Quarterly | Executives |
| Tactical | Department goals | Weekly/Monthly | Managers |
| Operational | Day-to-day | Real-time/Daily | Teams |
2. SMART KPIs
Specific: Clear definition
Measurable: Quantifiable
Achievable: Realistic targets
Relevant: Aligned to goals
Time-bound: Defined period
3. Dashboard Hierarchy
├── Executive Summary (1 page)
│ ├── 4-6 headline KPIs
│ ├── Trend indicators
│ └── Key alerts
├── Department Views
│ ├── Sales Dashboard
│ ├── Marketing Dashboard
│ ├── Operations Dashboard
│ └── Finance Dashboard
└── Detailed Drilldowns
├── Individual metrics
└── Root cause analysis
Common KPIs by Department
Sales KPIs
Revenue Metrics:
- Monthly Recurring Revenue (MRR)
- Annual Recurring Revenue (ARR)
- Average Revenue Per User (ARPU)
- Revenue Growth Rate
Pipeline Metrics:
- Sales Pipeline Value
- Win Rate
- Average Deal Size
- Sales Cycle Length
Activity Metrics:
- Calls/Emails per Rep
- Demos Scheduled
- Proposals Sent
- Close Rate
Marketing KPIs
Acquisition:
- Cost Per Acquisition (CPA)
- Customer Acquisition Cost (CAC)
- Lead Volume
- Marketing Qualified Leads (MQL)
Engagement:
- Website Traffic
- Conversion Rate
- Email Open/Click Rate
- Social Engagement
ROI:
- Marketing ROI
- Campaign Performance
- Channel Attribution
- CAC Payback Period
Product KPIs
Usage:
- Daily/Monthly Active Users (DAU/MAU)
- Session Duration
- Feature Adoption Rate
- Stickiness (DAU/MAU)
Quality:
- Net Promoter Score (NPS)
- Customer Satisfaction (CSAT)
- Bug/Issue Count
- Time to Resolution
Growth:
- User Growth Rate
- Activation Rate
- Retention Rate
- Churn Rate
Finance KPIs
Profitability:
- Gross Margin
- Net Profit Margin
- EBITDA
- Operating Margin
Liquidity:
- Current Ratio
- Quick Ratio
- Cash Flow
- Working Capital
Efficiency:
- Revenue per Employee
- Operating Expense Ratio
- Days Sales Outstanding
- Inventory Turnover
Dashboard Layout Patterns
Pattern 1: Executive Summary
┌─────────────────────────────────────────────────────────────┐
│ EXECUTIVE DASHBOARD [Date Range ▼] │
├─────────────┬─────────────┬─────────────┬─────────────────┤
│ REVENUE │ PROFIT │ CUSTOMERS │ NPS SCORE │
│ $2.4M │ $450K │ 12,450 │ 72 │
│ ▲ 12% │ ▲ 8% │ ▲ 15% │ ▲ 5pts │
├─────────────┴─────────────┴─────────────┴─────────────────┤
│ │
│ Revenue Trend │ Revenue by Product │
│ ┌───────────────────────┐ │ ┌──────────────────┐ │
│ │ /\ /\ │ │ │ ████████ 45% │ │
│ │ / \ / \ /\ │ │ │ ██████ 32% │ │
│ │ / \/ \ / \ │ │ │ ████ 18% │ │
│ │ / \/ \ │ │ │ ██ 5% │ │
│ └───────────────────────┘ │ └──────────────────┘ │
│ │
├─────────────────────────────────────────────────────────────┤
│ 🔴 Alert: Churn rate exceeded threshold (>5%) │
│ 🟡 Warning: Support ticket volume 20% above average │
└─────────────────────────────────────────────────────────────┘
Pattern 2: SaaS Metrics Dashboard
┌─────────────────────────────────────────────────────────────┐
│ SAAS METRICS Jan 2024 [Monthly ▼] │
├──────────────────────┬──────────────────────────────────────┤
│ ┌────────────────┐ │ MRR GROWTH │
│ │ MRR │ │ ┌────────────────────────────────┐ │
│ │ $125,000 │ │ │ /── │ │
│ │ ▲ 8% │ │ │ /────/ │ │
│ └────────────────┘ │ │ /────/