Agent skill

Kpi Dashboard Design

Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns.

MITAuto-check passedBusiness, Finance & HR

Install Kpi Dashboard Design

skills CLI

$ npx skills add wshobson/agents --skill kpi-dashboard-design -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install wshobson/agents kpi-dashboard-design --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/wshobson/agents.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/business-analytics/skills/kpi-dashboard-design .claude/skills/kpi-dashboard-design && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "kpi-dashboard-design" agent skill from https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/kpi-dashboard-design into .claude/skills/kpi-dashboard-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kpi-dashboard-design", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/kpi-dashboard-design

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add wshobson/agents --skill kpi-dashboard-design -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install wshobson/agents kpi-dashboard-design --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/wshobson/agents.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/business-analytics/skills/kpi-dashboard-design .agents/skills/kpi-dashboard-design && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "kpi-dashboard-design" agent skill from https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/kpi-dashboard-design into .agents/skills/kpi-dashboard-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kpi-dashboard-design", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add wshobson/agents --skill kpi-dashboard-design -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install wshobson/agents kpi-dashboard-design --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/wshobson/agents.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/business-analytics/skills/kpi-dashboard-design .cursor/skills/kpi-dashboard-design && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "kpi-dashboard-design" agent skill from https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/kpi-dashboard-design into .cursor/skills/kpi-dashboard-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kpi-dashboard-design", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/wshobson/agents.git --path plugins/business-analytics/skills/kpi-dashboard-design

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add wshobson/agents --skill kpi-dashboard-design -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install wshobson/agents kpi-dashboard-design --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/wshobson/agents.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/business-analytics/skills/kpi-dashboard-design .gemini/skills/kpi-dashboard-design && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "kpi-dashboard-design" agent skill from https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/kpi-dashboard-design into .gemini/skills/kpi-dashboard-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kpi-dashboard-design", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install wshobson/agents kpi-dashboard-design

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add wshobson/agents --skill kpi-dashboard-design -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/wshobson/agents.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/business-analytics/skills/kpi-dashboard-design .github/skills/kpi-dashboard-design && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "kpi-dashboard-design" agent skill from https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/kpi-dashboard-design into .github/skills/kpi-dashboard-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kpi-dashboard-design", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add wshobson/agents --skill kpi-dashboard-design -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install wshobson/agents kpi-dashboard-design --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/wshobson/agents.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/business-analytics/skills/kpi-dashboard-design .opencode/skills/kpi-dashboard-design && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "kpi-dashboard-design" agent skill from https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/kpi-dashboard-design into .opencode/skills/kpi-dashboard-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kpi-dashboard-design", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: kpi-dashboard-design
GitHub stars: 40k
Token cost: ~1.4k tokens
SKILL.md length: 396 words
Files: 2 (incl. references)
Skills in repo: 142
Repo updated: Oct 5, 2026
First seen: Oct 7, 2026
Licence: MIT

At a glance

Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns.

Works in 3 steps: KPI Framework → SMART KPIs → Dashboard Hierarchy
Building an executive SaaS metrics dashboard tracking MRR
SKILL.md covers When to Use This Skill, Core Concepts, Detailed worked examples and… and Best Practices, plus 2 more sections
Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Kpi Dashboard Design is an agent skill from wshobson/agents. Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Use this skill when building an executive SaaS metrics dashboard tracking MRR, churn, and LTV/CAC ratios; designing an operations center with live service health and request throughput; creating a cohort retention analysis view for a product team; or debugging a dashboard where metrics contradict each other due to inconsistent calculation methodology.

Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/details.md`).

It sits in Business, Finance & HR, covering OKRs and executive reporting. The repository describes itself as: Multi-harness agentic plugin marketplace for Claude Code, Codex, Cursor, OpenCode, GitHub Copilot, Google Antigravity, and Pi. The licence is MIT.

When your agent uses it

Building an executive SaaS metrics dashboard tracking MRR
Designing an operations center with live service health and request throughput
Creating a cohort retention analysis view for a product team
Debugging a dashboard where metrics contradict each other due to inconsistent calculation methodology

Example prompts

“/kpi-dashboard-design”

Requirements

Python 3

Workflow steps

3 steps, taken from the step headings in SKILL.md.

KPI Framework
SMART KPIs
Dashboard Hierarchy

What it can do on your machine

Read from SKILL.md and the folder at commit 46891e7. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md (its code samples are sql and python).
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Kpi Dashboard Design loads about 1.4k tokens when it runs, and up to ~5.1k if it reads all its reference files. Until then it costs about 124 tokens; SKILL.md has 396 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~124
When it runs · the whole SKILL.md, loaded when a task matches: ~1.4k
With references · SKILL.md plus every file in references/, read only if the agent opens them: ~5.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from wshobson/agents at commit 46891e7, republished under its MIT licence (© wshobson). 396 words, ~1,356 tokens.

Download SKILL.mdSave it as .claude/skills/kpi-dashboard-design/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.

name: kpi-dashboard-design
description: Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Use this skill when building an executive SaaS metrics dashboard tracking MRR, churn, and LTV/CAC ratios; designing an operations center with live service health and request throughput; creating a cohort retention analysis view for a product team; or debugging a dashboard where metrics contradict each other due to inconsistent calculation methodology.

KPI Dashboard Design

Comprehensive patterns for designing effective Key Performance Indicator (KPI) dashboards that drive business decisions.

When to Use This Skill

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

Detailed worked examples and patterns

Detailed sections (starting with ## Common KPIs by Department) live in references/details.md. Read that file when the navigation summary above is insufficient.

Best Practices

Do's

Limit to 5-7 KPIs - Focus on what matters
Show context - Comparisons, trends, targets
Use consistent colors - Red=bad, green=good
Enable drilldown - From summary to detail
Update appropriately - Match metric frequency

Don'ts

Don't show vanity metrics - Focus on actionable data
Don't overcrowd - White space aids comprehension
Don't use 3D charts - They distort perception
Don't hide methodology - Document calculations
Don't ignore mobile - Ensure responsive design

Troubleshooting

MRR shown on dashboard contradicts finance's number

The most common cause is inconsistent treatment of annual plans. Finance may prorate to a daily rate while the dashboard normalizes to monthly. Align on a single formula and document it directly on the dashboard card:

sql

-- Explicit formula shown in tooltip / data dictionary
-- Annual plans: divide total contract value by 12
-- Quarterly plans: divide by 3
-- Monthly plans: use as-is
CASE subscription_interval
    WHEN 'monthly'   THEN amount
    WHEN 'quarterly' THEN amount / 3.0
    WHEN 'yearly'    THEN amount / 12.0
END AS normalized_mrr

Dashboard shows green but product team reports users complaining

The dashboard likely tracks system uptime (a lagging indicator) but not user-facing quality metrics. Add customer-perceived metrics alongside infrastructure metrics:

Infrastructure (green)	User-perceived (add these)
API uptime 99.9%	P95 page load time
Error rate 0.1%	Task completion rate
Queue depth normal	Support ticket volume

Show full SKILL.md (135 more words)Show less

Retention cohort looks flat — no variation between cohorts

Check whether the cohort query is partitioning by signup month correctly. A common bug is using created_at::date instead of DATE_TRUNC('month', created_at), which groups by day and produces cohorts too small to show trends:

sql

-- Wrong: too granular, cohorts are too small
DATE_TRUNC('day', created_at) AS cohort_date

-- Correct: monthly cohorts
DATE_TRUNC('month', created_at) AS cohort_month

Real-time dashboard hammers the database

A live dashboard refreshing every 10 seconds with complex cohort SQL will degrade production query performance. Separate OLAP workloads from OLTP by writing pre-aggregated metrics to a summary table via a scheduled job, and have the dashboard read from that:

python

# Scheduled every 5 minutes via cron/Celery
def refresh_mrr_summary():
    conn.execute("""
        INSERT INTO kpi_snapshot (metric, value, snapshot_at)
        SELECT 'mrr', SUM(...), NOW()
        FROM subscriptions WHERE status = 'active'
        ON CONFLICT (metric) DO UPDATE SET value = EXCLUDED.value
    """)

Alert thresholds fire constantly, team ignores them

Static thresholds set once and never reviewed cause alert fatigue. Use dynamic thresholds based on rolling averages so alerts fire only when the metric deviates significantly from its own baseline:

python

# Alert if current value is > 2 standard deviations from 30-day rolling mean
def is_anomalous(current: float, history: list[float]) -> bool:
    mean = statistics.mean(history)
    stdev = statistics.stdev(history)
    return abs(current - mean) > 2 * stdev

data-storytelling - Turn dashboard findings into narratives that drive executive decisions

Files

SKILL.md and 1 other file (references) in plugins/business-analytics/skills/kpi-dashboard-design of wshobson/agents.

SKILL.md
references/details.md

Open the folder on GitHubat commit 46891e7

Compare with similar skills

Kpi Dashboard Design next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Kpi Dashboard Design compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Kpi Dashboard Design this skillwshobson/agents	40k	—	~1.4k	Automated safety check: Pass	MIT	6 days ago
Pine BacktesterTradersPost/pinescript-agents	170	1 repos	~3.9k	Automated safety check: Pass	None	2 mo ago
Analytics Strategyrampstackco/claude-skills	945	—	~2.4k	Automated safety check: Pass	MIT	4 days ago
Onboarding Plannerbpinheiroms/dotfiles	108	—	~5.4k	Automated safety check: Pass	None	4 mo ago
Replit Decksanqiufong/slides-from-anything	132	1 repos	~2.9k	Automated safety check: Pass	Apache-2.0	yesterday
Building Streamlit Dashboardsiusztinpaul/designing-real-world-ai-agents-workshop	512	—	~1.1k	Automated safety check: Pass	Apache-2.0	4 mo ago

Similar skills

Pine Backtester
TradersPost/pinescript-agents
Implements comprehensive backtesting and performance metrics.
170 GitHub starsUsed in 1 repo~3.9k tokens
Business, Finance & HRAuto-check passed
Analytics Strategy
rampstackco/claude-skills
Design measurement frameworks including event taxonomy, KPI hierarchy, dashboard architecture, attribution models, and analytics implementation strategy.
945 GitHub stars~2.4k tokensUpdated 4 days ago
Business, Finance & HRAuto-check passed
Onboarding Planner
bpinheiroms/dotfiles
Plan high-conversion mobile app onboarding flows from scratch.
108 GitHub stars~5.4k tokensUpdated 4 mo ago
Business, Finance & HRAuto-check passed
Replit Deck
sanqiufong/slides-from-anything
Single-file horizontal-swipe HTML deck in the style of Replit Slides's landing-page template gallery.
132 GitHub starsUsed in 1 repo~2.9k tokens
Business, Finance & HRAuto-check passed
Building Streamlit Dashboards
iusztinpaul/designing-real-world-ai-agents-workshop
Building dashboards in Streamlit. An agent skill from iusztinpaul/designing-real-world-ai-agents-workshop.
512 GitHub stars~1.1k tokensUpdated 4 mo ago
Business, Finance & HRAuto-check passed
Massing Bim
ibuilder/massing
Drive a Massing BIM/AEC project from an AI agent over MCP — read a project's status, records, CDE, KPI and model-quality checks; run standards-compliance, schedule-risk, embodied-carbon, permit-…
122 GitHub stars~1.1k tokensUpdated 2 days ago
Business, Finance & HRAuto-check passed

Questions about Kpi Dashboard Design

What does Kpi Dashboard Design do?

Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Kpi Dashboard Design is an agent skill from wshobson/agents. Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns.

When should I use Kpi Dashboard Design?

Kpi Dashboard Design fits situations like: building an executive SaaS metrics dashboard tracking MRR; designing an operations center with live service health and request throughput; creating a cohort retention analysis view for a product team; debugging a dashboard where metrics contradict each other due to inconsistent calculation methodology.

How do I install Kpi Dashboard Design in Claude Code?

Run `npx skills add wshobson/agents --skill kpi-dashboard-design -a claude-code`. Or copy the skill folder (plugins/business-analytics/skills/kpi-dashboard-design in wshobson/agents) into .claude/skills/kpi-dashboard-design in your project. Claude Code loads it when a task matches its description.

How do I install Kpi Dashboard Design in Codex?

Run `npx skills add wshobson/agents --skill kpi-dashboard-design -a codex`. Or copy the skill folder (plugins/business-analytics/skills/kpi-dashboard-design in wshobson/agents) into .agents/skills/kpi-dashboard-design in your project. Codex loads it when a task matches its description.

Can I use Kpi Dashboard Design in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add wshobson/agents --skill kpi-dashboard-design -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/kpi-dashboard-design, .gemini/skills/kpi-dashboard-design, .github/skills/kpi-dashboard-design and .opencode/skills/kpi-dashboard-design in your project.

What does Kpi Dashboard Design need to run?

SKILL.md names no scripts, command-line tools or credentials: Kpi Dashboard Design is instructions for the agent only. Our summary lists: Python 3.

Does Kpi Dashboard Design access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Kpi Dashboard Design safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Kpi Dashboard Design use?

Kpi Dashboard Design is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Kpi Dashboard Design use?

About 1.4k tokens (SKILL.md is roughly 5.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3.7k tokens, read only when the agent opens those files.

What are the alternatives to Kpi Dashboard Design?

Skills that share tags, products or a category with Kpi Dashboard Design: Pine Backtester (TradersPost/pinescript-agents, 170 stars), Analytics Strategy (rampstackco/claude-skills, 945 stars), Onboarding Planner (bpinheiroms/dotfiles, 108 stars) and Replit Deck (sanqiufong/slides-from-anything, 132 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Kpi Dashboard Design?

wshobson (a GitHub user) maintains it in wshobson/agents, which has 40,314 GitHub stars. The repository holds 142 skills in this directory. The repository was last updated on October 5, 2026.

Source: wshobson/agents on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Kpi Dashboard Design

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

KPI Dashboard Design

When to Use This Skill

Core Concepts

1. KPI Framework

2. SMART KPIs

3. Dashboard Hierarchy

Detailed worked examples and patterns

Best Practices

Do's

Don'ts

Troubleshooting

MRR shown on dashboard contradicts finance's number

Dashboard shows green but product team reports users complaining

Retention cohort looks flat — no variation between cohorts

Real-time dashboard hammers the database

Alert thresholds fire constantly, team ignores them

Related Skills

Files

Compare with similar skills

Similar skills

More from wshobson/agents

Related

Questions about Kpi Dashboard Design