# Dashboard Playbook > Best-practice kit for BI dashboard layout, storytelling, and adoption. Use when this capability is needed. - Skill: `tomevault-io/dashboard-playbook` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add tomevault-io/dashboard-playbook` - Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/dashboard-playbook/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Marketing & Growth - Author: tomevault-io (https://skillmd.com/u/tomevault-io) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/tomevault-io/dashboard-playbook --- # Dashboard Playbook Skill ## When to Use - Designing new dashboards or refreshing existing ones for GTM stakeholders. - Auditing dashboards that suffer from low engagement or unclear narratives. - Training analysts on consistent storytelling and UX patterns. ## Framework 1. **Audience & Decisions** – document persona, cadence, and key decisions. 2. **Story Arc** – headline metric, supporting evidence, drill-downs, and action prompts. 3. **Layout System** – hero tiles, contextual panels, alerts, and annotation space. 4. **Governance Hooks** – data freshness indicator, owner info, and SLA links. 5. **Adoption Loop** – training plans, feedback capture, and iteration cadence. ## Templates - **Wireframe Template**: See `templates/dashboard_wireframe.md` for layout structure. - **Dashboard brief** (goals, KPIs, filters, mockups). - **Adoption checklist** (enablement, comms, success metrics). ## Tips - Limit hero metrics to 3–5; move detailed tables into drill sections. - Use consistent color semantics for good vs risk states. - Pair with `build-exec-dashboard` to package specs + rollout plan. --- --- > Converted and distributed by [TomeVault](https://tomevault.io/claim/gtmagents) — claim your Tome and manage your conversions.