mohitagw15856
123 lines
4.2 KiB
Markdown
123 lines
4.2 KiB
Markdown
---
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name: dashboard-brief
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description: "Convert a business question into a complete dashboard specification. Use when asked to design a dashboard, create a dashboard spec or brief, plan a BI report, or define what charts and metrics a dashboard should include. Produces a structured spec with metrics, dimensions, chart types, filters, and layout guidance."
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---
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# Dashboard Brief Skill
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This skill converts a business question or monitoring need into a complete, implementation-ready dashboard specification. The output gives a data engineer or BI developer everything they need to build without a follow-up meeting.
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## Required Inputs
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Ask the user for these if not provided:
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- **The business question this dashboard should answer** (e.g. "How is our activation funnel performing this week?")
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- **Primary audience** (exec / product team / operations / customer success / engineering)
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- **Refresh cadence** (real-time / hourly / daily / weekly)
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- **Data sources available** (e.g. Postgres, BigQuery, Mixpanel, Salesforce, Jira)
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- **BI tool being used** (Looker / Metabase / Tableau / Power BI / Grafana / Custom / Unknown)
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## Output Structure
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---
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# Dashboard Brief: [Dashboard Name]
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**Business Question:** [The question this dashboard answers — verbatim from inputs or refined]
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**Audience:** [Who uses this]
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**Refresh Rate:** [Real-time / Hourly / Daily / Weekly]
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**Data Sources:** [List]
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**BI Tool:** [Tool or Unknown]
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---
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## Section 1: Key Metrics (KPI Cards)
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List the headline numbers that should appear at the top of the dashboard as KPI cards.
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| Metric | Definition | Data Source | Comparison |
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|---|---|---|---|
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| [Metric name] | [How it's calculated] | [Table/source] | [vs. last week / vs. target / MoM] |
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Aim for 3–6 KPI cards. More than 6 is noise.
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---
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## Section 2: Charts & Visualisations
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For each chart, specify:
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### Chart [N]: [Chart Title]
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- **Chart type:** [Line / Bar / Stacked bar / Pie / Funnel / Heatmap / Table / Scatter]
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- **Why this chart type:** [One sentence — why this type suits this data]
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- **X-axis / Rows:** [Dimension — e.g. Date, User segment, Product]
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- **Y-axis / Values:** [Metric — e.g. Count of active users, Revenue]
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- **Breakdown/colour:** [Optional secondary dimension — e.g. by Plan tier, by Channel]
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- **Data source:** [Table or source]
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- **Filters:** [Any default filters applied — e.g. "Exclude internal test accounts"]
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- **Key insight to surface:** [What pattern or signal this chart should help the viewer spot]
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---
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## Section 3: Filters & Controls
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Global filters available to dashboard viewers:
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| Filter | Type | Default | Options |
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|---|---|---|---|
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| Date range | Date picker | Last 30 days | Custom |
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| [Segment filter] | Dropdown | All | [List relevant values] |
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| [Other filter] | Multi-select | All | [List relevant values] |
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---
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## Section 4: Layout Recommendation
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Describe the dashboard layout in plain terms:
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```
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[ROW 1 — KPI Cards]: [Metric 1] | [Metric 2] | [Metric 3] | [Metric 4]
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[ROW 2 — Primary chart, full width]: [Chart name]
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[ROW 3 — Two charts side by side]: [Chart A] | [Chart B]
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[ROW 4 — Supporting table, full width]: [Table name]
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```
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---
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## Section 5: Data Requirements
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List any data transformations, joins, or derived fields needed:
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| Derived Field | Logic | Source Tables |
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|---|---|---|
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| [Field name] | [How it's calculated] | [Tables involved] |
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Flag any fields that may not exist in current data infrastructure.
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---
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## Section 6: Access & Ownership
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- **Dashboard owner:** [Leave for user to fill]
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- **Who can edit:** [Leave for user to fill]
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- **Who can view:** [Leave for user to fill]
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- **Review cadence:** [When should this dashboard be reviewed for relevance?]
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---
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## Quality Checks
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- [ ] Every chart has a stated "key insight to surface" — not just "show the data"
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- [ ] KPI cards are 3–6 (not more)
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- [ ] Chart types are justified
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- [ ] Layout follows visual hierarchy (summary → detail)
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- [ ] Data requirements section flags any missing fields
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- [ ] Filters are practical and don't require IT to configure
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## Example Trigger Phrases
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- "Design a dashboard to track [business process]"
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- "Give me a spec for a [team] performance dashboard"
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- "What should go on a [topic] dashboard?"
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- "Write a dashboard brief for our [metric] monitoring"
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