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Executive Dashboard Blueprint Skill · gtmagents | DecimalAI

marketingby gtmagents

Executive Dashboard Blueprint Skill

gtmagents/exec-dashboard-blueprint

Source gtmagents/gtm-agents ↗License Apache-2.0

Layout and storytelling guide for marketing analytics executive dashboards.

SkillScore100Maintained

Automatic

Sales & GTM pack

Last verified 8/23/2026

What it changes

Passed 22 of 22 test cases with the skill, and 12 of 22 without it.

Without skill55%

With skill100%

Checks it passed that the model alone missed

Insight callouts must annotate required decisions.
The schedule assigns the executive meeting to Thursday.
The layout applies a win rate escalation threshold of under 20%.

and 10 more in the full report

10 fixed12 passed either way0 still failing0 broke

Pass-rate lift: +45 pp
Tokens: +4%
Agent turns: 0%
Response time: -31%

Model gemini-3.6-flashMeasured 8/23/2026v122 of 22 cases passed with skill

Tokens, turns and time describe resource use, not a dollar price.

Use this skill

Save it into your project's skills folder. Claude Code picks it up in its next session.

curl -fsSL --create-dirs -o .claude/skills/gtmagents-exec-dashboard-blueprint/SKILL.md https://app.decimal.ai/s/gtmagents-exec-dashboard-blueprint/SKILL.md

Want it pinned and updatable? pip install "decimalai>=0.15", then decimalai skills add gtmagents-exec-dashboard-blueprint, and start Claude Code with claude --plugin-dir "$(git rev-parse --show-toplevel)/.agents"

1 · One-time — install the CLI (docs ↗)

pip install "decimalai>=0.15"

2 · Get the skill — writes .agents/skills/gtmagents-exec-dashboard-blueprint/ and pins it in .decimal/skills.lock

decimalai skills add gtmagents-exec-dashboard-blueprint

No CLI? Get the same file — curl · raw file

curl -fsSL --create-dirs -o .claude/skills/gtmagents-exec-dashboard-blueprint/SKILL.md https://app.decimal.ai/s/gtmagents-exec-dashboard-blueprint/SKILL.md

Raw file: /s/gtmagents-exec-dashboard-blueprint/SKILL.md ↗ · machine-readable summary at /s/gtmagents-exec-dashboard-blueprint.json ↗

Safety checks: 3 of 3 passed

Code scan CleanIntent PassedContent Clean

See it in action

One of 10 test cases the skill fixed. Same model, same prompt, with and without the skill.

1 of 10

Prompt

We need to update our BI repository SQL transformation notebooks and dbt data models to fix a metric calculation bug identified during data QA. We want to apply metric model patches safely in our repo. Which tool hook is designed for safe editing of BI repository SQL notebooks and dbt models?

What was checked, without and with the skill
Checked	Without skill	With skill
The response designates Serena as the tool for updating dbt models and SQL notebooks.	Missed	Passed

case-08 · gemini-3.6-flash · 8/23/2026 · answers are capped and redacted

What's inside

The instructions your model reads when the skill loads.

SKILL.md58 linessingle file

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

Story Arc – headline → KPI spine → risks/opps → actions.
KPI Tiles – awareness, demand, pipeline, revenue, efficiency metrics with traffic lights.
Drill Cards – channel, campaign, and audience breakouts linking to deeper views.
Insight Callouts – annotate anomalies, root causes, and required decisions.
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

Data QA Loop – run freshness + anomaly checks before distributing (log results in audit trail).
Narrative Structure – use Story Arc to link KPI shifts to drivers and required decisions.
Action Register – every dashboard delivery must include owner, due date, and status for prescribed actions.
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%.

Track record

Benchmark

22 / 22

test cases passed, vs 12 / 22 without

Adoption

Users: 0
Times used: 0

Safety and source details

SkillSafety

✓ 3 of 3 passed

Code scan15 of 15 checks clean

0 critical · 0 warning · 0 info — scanner v4 — 8/3/2026

View 15 scanner checks

live_secretremote_code_executionreverse_shelldata_exfiltrationssrf_metadataagent_snoopinganti_refusaldestructive_commandsobfuscated_unicodeunicode_homoglyphopaque_blobsuspicious_urltool_overreachtrigger_abuseprompt_injection_phrasing

IntentSafe

LLM judge · does the skill do what it claims

ContentClean

LLM judge · policy & harmful-content review

Source

Imported

gtmagents / gtm-agents

plugins/marketing-analytics/skills/exec-dashboard-blueprint/SKILL.md

View on GitHub ↗

License Apache-2.0Imported 8/3/2026Version v1

Other skills for the same job

Published skills whose descriptions closely match this one, with their headline benchmark lift.

gtmagents/dashboard-playbookBest-practice kit for BI dashboard layout, storytelling, and adoption.Close match+18 pp pass-rate lift

More skills from the same source and nearby in the registry, with their headline benchmark lift.

Ready to supercharge your AI agents?

See it in action

What's inside

Executive Dashboard Blueprint Skill

When to Use

Framework

Templates

Tips

GTM Agents Dashboard Governance Overlay

KPI Guardrails (GTM Agents Reference)

Track record

Benchmark

Adoption

SkillSafety

Source

Other skills for the same job

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