KPI and metrics dashboard workflow covering metric definition, data sourcing, visualization design, and anomaly detection. Delivers actionable dashboards.
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name: metrics-dashboard description: | KPI and metrics dashboard workflow covering metric definition, data sourcing, visualization design, and anomaly detection. Delivers actionable dashboards.
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This skill provides a structured workflow for designing KPI dashboards using the metrics-analyst agent.
The metrics dashboard workflow follows 5 phases:
| Phase | Name | Description |
|---|---|---|
| 1 | Requirements | Define dashboard objectives and audience |
| 2 | KPI Design | Define metrics and methodology |
| 3 | Data Architecture | Map data sources and calculations |
| 4 | Visualization | Design visual presentation |
| 5 | Implementation | Build and validate |
MANDATORY: Define dashboard objectives before building
| Question | Purpose |
|---|---|
| What decisions will this support? | Ensures relevance |
| Who is the primary audience? | Tailors complexity |
| What frequency of update? | Sets refresh requirements |
| What level of drill-down? | Scopes depth |
| What benchmark comparisons? | Defines targets |
| Type | Audience | Focus |
|---|---|---|
| Executive | C-Suite | High-level, strategic |
| Operational | Managers | Detailed, actionable |
| Departmental | Department heads | Function-specific |
| Board | Directors | Governance, strategic |
If ANY of these are unclear, STOP and ask:
MANDATORY: Define all metrics with methodology
| Element | Requirement |
|---|---|
| Name | Clear, concise name |
| Definition | Precise description |
| Formula | Exact calculation |
| Unit | Measurement unit |
| Target | Performance target |
| Owner | Accountable person |
| Frequency | Update cadence |
| Category | Example KPIs |
|---|---|
| Financial | Revenue, margin, EBITDA, cash flow |
| Operational | Throughput, cycle time, utilization |
| Customer | Retention, NPS, LTV, CAC |
| Growth | ARR growth, customer growth, expansion |
| Principle | Description |
|---|---|
| Relevance | Supports specific decisions |
| Measurable | Can be quantified objectively |
| Actionable | Drives specific actions |
| Timely | Available when needed |
| Owned | Clear accountability |
MANDATORY: Document data lineage completely
| Element | Documentation |
|---|---|
| Source system | Where data originates |
| Extraction method | How data is obtained |
| Transformation | Any calculations or adjustments |
| Refresh frequency | How often updated |
| Data quality | Validation checks |
| Check | Validation |
|---|---|
| Completeness | All required data present |
| Accuracy | Data matches source |
| Timeliness | Data is current |
| Consistency | Data consistent across sources |
Dispatch to specialist with full context
Task tool:
subagent_type: "metrics-analyst"
model: "opus"
prompt: |
Design metrics dashboard per these specifications:
**Purpose**: [from Phase 1]
**Audience**: [from Phase 1]
**Update Frequency**: [from Phase 1]
**KPIs Required**:
[From Phase 2 - list with definitions]
**Data Sources**:
[From Phase 3 - source mapping]
**Required Output**:
- KPI definitions with formulas
- Data source documentation
- Calculation methodology
- Visualization specifications
- Anomaly thresholds
- Implementation guide
| Element | Requirement |
|---|---|
| Metrics Summary | Dashboard overview |
| KPI Definitions | Complete definitions |
| Data Sources | Source documentation |
| Calculation Methodology | Formula details |
| Dashboard Design | Visual specifications |
| Anomaly Analysis | Threshold definitions |
| Recommendations | Enhancement suggestions |
MANDATORY: Validate before deployment
| Check | Validation |
|---|---|
| Data feeds working | All sources connected |
| Calculations verified | Outputs match expected |
| Visuals rendering | Display correctly |
| Refresh working | Updates as expected |
| Access controlled | Right users have access |
| Test | Description |
|---|---|
| Data reconciliation | Dashboard ties to source |
| Historical comparison | Trends make sense |
| Edge cases | Handles nulls, zeros |
| Performance | Loads in acceptable time |
See shared-patterns/pressure-resistance.md for universal pressures.
| Pressure Type | Request | Agent Response |
|---|---|---|
| "Just show the numbers" | "Numbers without methodology cannot be trusted. I'll include documentation." | |
| "Pick the most important KPIs" | "KPI selection requires business input. Which decisions should these support?" | |
| "Skip the data quality checks" | "Unreliable data undermines dashboard value. I'll validate all sources." | |
| "Copy the existing dashboard" | "Each dashboard needs fresh design. I'll validate requirements." |
See shared-patterns/anti-rationalization.md for universal anti-rationalizations.
| Rationalization | Why It's WRONG | Required Action |
|---|---|---|
| "Everyone knows what revenue means" | Definitions vary | DEFINE specifically |
| "Data source is obvious" | Lineage needs documentation | DOCUMENT source |
| "Calculation is standard" | Standard still needs documentation | SHOW formula |
| "Refresh frequency doesn't matter" | Stale data causes bad decisions | SPECIFY frequency |
Upon completion, report:
| Metric | Value |
|---|---|
| Duration | Xm Ys |
| KPIs Defined | N |
| Data Sources Mapped | N |
| Visualizations Designed | N |
| Anomaly Thresholds | N |
| Result | COMPLETE/PARTIAL |
| Indicator | Status |
|---|---|
| All KPIs defined | YES/NO |
| All sources documented | YES/NO |
| All calculations shown | YES/NO |
| Data validated | YES/NO |
| Refresh tested | YES/NO |