Ceos Dashboard

Key Files

Design Principles

• Read-only. Dashboard never modifies any data files. It reads and summarizes.
• Graceful degradation. Missing data sections show guidance, not errors. New CEOS repos with partial setup work fine.
• Cross-skill coordination. Each section suggests the relevant skill for taking action. Dashboard presents the data; other skills change it.

Process

The dashboard has a single mode — it reads all available data and presents a summary.

Step 1: Determine Current Period

Calculate from today's date:

• Current quarter: Jan-Mar = Q1, Apr-Jun = Q2, Jul-Sep = Q3, Oct-Dec = Q4. Format: YYYY-QN
• Current ISO week: Format: YYYY-WNN (Week 1 is the week containing the first Thursday of the year)

Step 2: V/TO Snapshot

Read data/vision.md.

If the file exists:

1. Extract the company name from the document header
2. Extract Core Focus (Purpose + Niche) — show as one line
3. Extract 10-Year Target — show as one line
4. Extract 3-Year Picture — show revenue/headcount targets if present
5. Extract 1-Year Plan — show key goals

Display as a compact summary:

V/TO — [Company Name]
  Core Focus: [Purpose — Niche]
  10-Year Target: [Target]
  3-Year Picture: [Key metrics]
  1-Year Plan: [Key goals]

If the file does not exist:

V/TO: Not configured. Run `ceos-vto` to set your vision.

Step 3: Rock Status

Read all .md files in data/rocks/[current-quarter]/.

If the directory exists and contains files:

1. Parse each Rock's YAML frontmatter for status and owner
2. Count by status: on_track, off_track, complete, dropped
3. Calculate total Rock count
4. If frontmatter milestones array exists, count milestone progress (done vs total)

Display:

Rocks — [Quarter]
  Total: [N] | On Track: [N] | Off Track: [N] | Complete: [N] | Dropped: [N]
  [If off-track Rocks exist, list them by owner:]
  Off track: [Rock title] ([owner]), [Rock title] ([owner])

If the directory does not exist or is empty:

Rocks: No Rocks set for [quarter]. Run `ceos-rocks` to set priorities.

Step 4: Scorecard Health

Read data/scorecard/weeks/[current-ISO-week].md.

If the file exists:

1. Parse the metrics table from the markdown body
2. Count metrics with on_track status vs off_track status
3. List any off-track metric names

Display:

Scorecard — [Week]
  [N] on track | [N] off track
  [If off-track metrics exist:]
  Off track: [Metric name] ([owner]), [Metric name] ([owner])

If the file does not exist:

Fall back: check for the most recent week file in data/scorecard/weeks/ (sorted by filename descending). If one exists within the last 2 weeks, show it with a note: "(latest available: [week])".

If no recent files exist:

Scorecard: No data for this week. Run `ceos-scorecard` to log.

If data/scorecard/ directory doesn't exist:

Scorecard: Not set up yet. Run `ceos-scorecard` to define metrics and log weekly.

Step 5: Open Issues

Read all .md files in data/issues/open/.

If the directory exists and contains files:

1. Parse each issue's YAML frontmatter for priority (1-5) and created date
2. Count total open issues
3. Count by priority level
4. Calculate age of the oldest issue (days since created)

Display:

Open Issues — [N] total
  By priority: [N] P1 | [N] P2 | [N] P3 | [N] P4 | [N] P5
  Oldest: [issue title] ([N] days)

If the directory is empty or does not exist:

Open Issues: None. Great work!

Step 6: People Summary

Read all .md files in data/people/ (exclude the alumni/ subdirectory).

If the directory exists and contains files:

1. Parse each person's YAML frontmatter for status and departed
2. Skip any files where departed: true
3. Count total active team members
4. Count by status: right_person_right_seat, below_bar, wrong_seat, evaluating
5. Flag any below_bar or wrong_seat counts (but do NOT expose names — privacy)

Display:

People — [N] team members
  Right person, right seat: [N] | Below bar: [N] | Wrong seat: [N] | Evaluating: [N]

If there are below_bar or wrong_seat members:

  [N] flagged — review with `ceos-people` for details

If the directory is empty or does not exist:

People: No evaluations on file. Run `ceos-people` to evaluate team members.

Step 7: Action Suggestions

After displaying all sections, provide a brief list of suggested next actions based on the data:

• If any Rocks are off-track: "Review off-track Rocks with ceos-rocks"
• If any Scorecard metrics are off-track: "Investigate off-track metrics with ceos-scorecard"
• If open issues exist with P1 priority: "Resolve critical issues with ceos-ids"
• If any people are below_bar or wrong_seat: "Review flagged team members with ceos-people"
• If V/TO is missing: "Set your vision with ceos-vto"
• If no Rocks exist: "Set quarterly priorities with ceos-rocks"

Only show suggestions where action is needed. If everything looks healthy, show:

All clear — no immediate action items.

Output Format

The complete dashboard output:

State of the Business
━━━━━━━━━━━━━━━━━━━━━
Date: YYYY-MM-DD

V/TO — Acme Corp
  Core Focus: Helping SMBs automate operations — B2B SaaS
  10-Year Target: $100M ARR
  3-Year Picture: $20M revenue, 50 employees, 3 products
  1-Year Plan: $8M revenue, launch Product #2

Rocks — Q1 2026
  Total: 6 | On Track: 4 | Off Track: 2 | Complete: 0 | Dropped: 0
  Off track: Hire VP Sales (daniel), Partner Program (brad)

Scorecard — W07
  5 on track | 2 off track
  Off track: New Customers (daniel), Support Response Time (sarah)

Open Issues — 8 total
  By priority: 2 P1 | 3 P2 | 2 P3 | 1 P4 | 0 P5
  Oldest: Slow customer onboarding (45 days)

People — 5 team members
  Right person, right seat: 3 | Below bar: 1 | Wrong seat: 1 | Evaluating: 0
  2 flagged — review with `ceos-people` for details

━━━━━━━━━━━━━━━━━━━━━
Suggested Actions:
  • Review off-track Rocks with `ceos-rocks`
  • Investigate off-track metrics with `ceos-scorecard`
  • Resolve 2 critical (P1) issues with `ceos-ids`
  • Review flagged team members with `ceos-people`

Graceful degradation example (new repo with only V/TO set up):

State of the Business
━━━━━━━━━━━━━━━━━━━━━
Date: YYYY-MM-DD

V/TO — Acme Corp
  Core Focus: Helping SMBs automate operations — B2B SaaS
  10-Year Target: $100M ARR

Rocks: No Rocks set for Q1 2026. Run `ceos-rocks` to set priorities.

Scorecard: Not set up yet. Run `ceos-scorecard` to define metrics and log weekly.

Open Issues: None. Great work!

People: No evaluations on file. Run `ceos-people` to evaluate team members.

━━━━━━━━━━━━━━━━━━━━━
Suggested Actions:
  • Set quarterly priorities with `ceos-rocks`
  • Define scorecard metrics with `ceos-scorecard`
  • Evaluate team members with `ceos-people`

Guardrails

• Read-only ALWAYS. Dashboard never modifies any data files. It reads, summarizes, and reports. If a user asks to change something from the dashboard context, direct them to the appropriate skill.
• Suggest skills for action. Every section that shows a problem ends with a skill suggestion. The user decides whether to act — dashboard never auto-invokes other skills.
• No auto-invoke. Never call other skills automatically. Mention ceos-rocks, ceos-scorecard, ceos-ids, ceos-people, and ceos-vto when relevant, but let the user decide when to switch workflows.
• Graceful degradation. Missing data is normal for new CEOS repos. Show helpful guidance ("Run ceos-X to get started"), not errors. Never crash or stop because one data source is missing — continue with the others.
• Current state only. Dashboard shows the current snapshot — current quarter Rocks, current week Scorecard, currently open Issues. For historical analysis or trends, direct users to specific skills (e.g., ceos-scorecard Trend Analysis mode).
• Privacy-aware. Don't expose individual names in the People section flags. Show counts ("2 flagged") and suggest ceos-people for details. People evaluations are sensitive.
• Malformed data tolerance. If a file has invalid YAML frontmatter, skip it with a console note ("Skipping [filename] — invalid frontmatter") and continue. One bad file shouldn't break the entire dashboard.
• Quarter detection. Always auto-detect the current quarter from today's date. Don't prompt the user for the quarter — dashboard is meant to be instant.
• Sensitive data warning. On first use, remind the user: "Dashboard data may include sensitive business information. Use a private repo."

Integration Notes

V/TO (ceos-vto)

• Read: Dashboard reads data/vision.md for the V/TO Snapshot section. Extracts Core Focus, 10-Year Target, 3-Year Picture, and 1-Year Plan.
• Suggested flow: If V/TO is missing, suggest: "Set your vision with ceos-vto."

Rocks (ceos-rocks)

• Read: Dashboard reads data/rocks/[current-quarter]/ for Rock Status. Counts by status, lists off-track Rocks.
• Suggested flow: If Rocks are off-track, suggest: "Review off-track Rocks with ceos-rocks."

Scorecard (ceos-scorecard)

• Read: Dashboard reads data/scorecard/weeks/[current-week].md for Scorecard Health. Falls back to the most recent available week if current week hasn't been logged.
• Suggested flow: If metrics are off-track, suggest: "Investigate off-track metrics with ceos-scorecard."

IDS (ceos-ids)

• Read: Dashboard reads data/issues/open/ for Open Issues summary. Counts by priority, identifies the oldest unresolved issue.
• Suggested flow: If P1 issues exist, suggest: "Resolve critical issues with ceos-ids."

People Analyzer (ceos-people)

• Read: Dashboard reads data/people/ (excluding alumni/) for People Summary. Counts by status, flags below_bar and wrong_seat without exposing names.
• Suggested flow: If flagged people exist, suggest: "Review flagged team members with ceos-people."

Clarity Break (ceos-clarity)

• Distinction: Both dashboard and ceos-clarity show "State of the Business" context. Dashboard is a quick status check — factual counts and summaries. Clarity Break is a strategic reflection tool — includes the same context plus guided reflection prompts. Use dashboard for meetings and quick checks; use ceos-clarity for dedicated thinking time.

Read-Only Principle

Dashboard never writes to any data files. It is a pure read-only aggregator across all CEOS data directories. Each data domain has a single writer skill:

Dashboard reads from all of them, writes to none of them.