Exec Dashboard Blueprint | Skills PoolExec Dashboard Blueprint
Layout and storytelling guide for marketing analytics executive dashboards.
gtmagents158 Sterne19.11.2025 - Beruf
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- Inhaltserstellung
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
- Story Arc – headline → KPI spine → risks/opps → actions.
- KPI Tiles – awareness, demand, pipeline, revenue, efficiency metrics with traffic lights.
- Drill Cards – channel, campaign, and audience breakouts linking to deeper views.
- Insight Callouts – annotate anomalies, root causes, and required decisions.
- Action Register – owners, due dates, and follow-ups surfaced alongside metrics.
Templates
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
- Data QA Loop – run freshness + anomaly checks before distributing (log results in audit trail).
- Narrative Structure – use Story Arc to link KPI shifts to drivers and required decisions.
- Action Register – every dashboard delivery must include owner, due date, and status for prescribed actions.
- 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
- 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.
02
When to Use
Finanzen & Investitionen
Project Planner
Breaks down complex projects into actionable tasks with timelines, dependencies, and milestones.
Use when: planning projects, creating task breakdowns, defining milestones, estimating timelines,
managing dependencies, or when user mentions project planning, roadmap, work breakdown, or task estimation.
Datenanalyse
Data Analyst
SQL, pandas, and statistical analysis expertise for data exploration and insights.
Use when: analyzing data, writing SQL queries, using pandas, performing statistical analysis,
or when user mentions data analysis, SQL, pandas, statistics, or needs help exploring datasets.