kpi-dashboard-design
Comprehensive patterns for designing effective Key Performance Indicator (KPI) dashboards that drive business decisions.
By sickn33 · 369 installs
npx skills add sickn33/agentic-awesome-skills --skill kpi-dashboard-design
Source repository · Upstream listing
KPI Dashboard Design
Comprehensive patterns for designing effective Key Performance Indicator (KPI) dashboards that drive business decisions.
Do not use this skill when
The task is unrelated to kpi dashboard design
You need a different domain or tool outside this scope
Instructions
Clarify goals, constraints, and required inputs.
Apply relevant best practices and validate outcomes.
Provide actionable steps and verification.
If detailed examples are required, open resources/implementation playbook.md .
Use this skill when
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
3. Dashboard Hierarchy
Common KPIs by Department
Sales KPIs
Marketing KPIs
Product KPIs
Finance KPIs
Dashboard Layout Patterns
Pattern 1: Executive Summary
Pattern 2: SaaS Metrics Dashboard
Pattern 3: Real time Operations
Implementation Patterns
SQL for KPI Calculations
Use resources/metric queries.sql for executable normalized input examples. users contains one row per customer, events contains user/month observations, spend contains source spend rows, and monthly revenue contains one reconciled amount per month. Represent months as an integer year × 12 + month − 1 so offsets do not wrap after December.
The queries keep the original cohort denominator, deduplicate activity before counting, aggregate spend before joining customers, and return NULL for undefined growth or acquisition cost. Missing cohort/month combinations need an explicit reporting calendar if zero activity rows must be displayed. Normalize subscription intervals, currency, refunds and revenue recognition before producing monthly revenue; these examples do not define accounting policy.
Python Dashboard Code (Streamlit)
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
Resources
[Stephen Few's Dashboard Design](https://www.perceptualedge.com/articles/visual business intelligence/rules for using color.pdf)
[Edward Tufte's Principles](https://www.edwardtufte.com/tufte/)
[Google Data Studio Gallery](https://datastudio.google.com/gallery)
Limitations
Use this skill only when the task clearly matches the scope described above.
Do not treat the output as a substitute for environment specific validation, testing, or expert review.
Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.