Exec Dashboard Blueprint

Executive Dashboard Blueprint Skill

When to Use

• Preparing ELT/board-ready snapshots of marketing performance.
• Standardizing dashboard layout across BI, RevOps, and marketing teams.
• Packaging insights from /marketing-analytics commands into clear narratives.

Framework

1. Story Arc – headline → KPI spine → risks/opps → actions.
2. KPI Tiles – awareness, demand, pipeline, revenue, efficiency metrics with traffic lights.
3. Drill Cards – channel, campaign, and audience breakouts linking to deeper views.
4. Insight Callouts – annotate anomalies, root causes, and required decisions.
5. Action Register – owners, due dates, and follow-ups surfaced alongside metrics.

Templates

• 3-slide deck structure (headline, KPIs, actions).
• Dashboard wireframe with recommended chart types + layout.
• Annotation checklist ensuring context + next steps accompany data.
• GTM Agents KPI Guardrail Sheet – baseline vs target vs alert ranges for reach, pipeline, win rate, CAC payback @puerto/README.md#214-241.
• Measurement Spec – metric definitions, filters, refresh cadence, owner column.
• Weekly Exec Packet – combines dashboard screenshots, narrative summary, decision log (mirrors GTM Agents Data Analyst deliverable).

Tips

• Limit each dashboard view to one primary objective to avoid overload.
• Embed links back to commands (produce-campaign-report, monitor-channel-pacing) for drilldowns.
• Archive monthly snapshots for trend storytelling.
• Adopt GTM Agents cadence: Monday data QA, Tuesday ELT preview, Thursday exec meeting, Friday retro + action register updates.
• Highlight which KPIs are within guardrail, trending to alert, or breaching (RAG) so leadership can react quickly.
• Pair with docs/gtm-essentials.md tools: Context7 for latest GA4 docs, Serena for patching data models, Sequential Thinking for retro facilitation.

GTM Agents Dashboard Governance Overlay

1. Data QA Loop – run freshness + anomaly checks before distributing (log results in audit trail).
2. Narrative Structure – use Story Arc to link KPI shifts to drivers and required decisions.
3. Action Register – every dashboard delivery must include owner, due date, and status for prescribed actions.
4. Escalation – if guardrail breach persists >2 weeks, escalate to Chief Product Officer / Sales Director per GTM Agents governance.

KPI Guardrails (GTM Agents Reference)

• Awareness (reach/impressions) ±8% window before alerting; >12% triggers campaign review.
• Pipeline add ≥3x quota per quarter; warn at 2.5x.
• Win rate ≥25% for in-quarter commit; escalate if <20%.
• CAC payback ≤14 months; escalate if >16 months.

Weekly Exec Packet Outline

1. Headline + KPI spine (traffic lights per guardrail)
2. Insights & Drivers – 3 bullets tying KPI movement to channels/programs
3. Required Decisions – what leadership must approve/block
4. Action Register – owner, due date, status
5. Appendix – detailed drill cards + methodology

Tool Hooks

• Context7 – fetch current platform docs (GA4, Salesforce) referenced in measurement specs.
• Serena – update BI repo SQL notebooks or dbt models safely.
• Sequential Thinking – facilitate monthly retros and architecture of dashboard iterations.
• Playwright – capture dashboard screenshots or verify embedded web components before distribution.

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