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exec-dashboard-blueprint

Design
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Layout and storytelling guide for marketing analytics executive dashboards.

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How to use this skill

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Source SKILL.md: https://github.com/gtmagents/gtm-agents/blob/HEAD/plugins/marketing-analytics/skills/exec-dashboard-blueprint/SKILL.md

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Copying this prompt does not install or run the skill. Review third-party files before use. Codex skill guide

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.