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\"data-dashboard-design\"

\"Design effective data dashboards with proper KPI hierarchy, chart type selection, and interactive features. Use this skill when the user needs to create a dashboard, choose the right visualizations, organize metrics for different audiences, or evaluate dashboard tools — even if they say 'build a d

Install

mkdir -p .claude/skills/data-dashboard-design && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/13329" && unzip -o skill.zip -d .claude/skills/data-dashboard-design && rm skill.zip

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Activation

This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.

\"Design effective data dashboards with proper KPI hierarchy, chart type selection, and interactive features. Use this skill when the user needs to create a dashboard, choose the right visualizations, organize metrics for different audiences, or evaluate dashboard tools — even if they say 'build a dashboard', 'our reports are confusing', 'which chart should I use', or 'executives can't find the metrics they need'.\".
420 chars✓ has a “when” triggerlonger than Claude Code's old 250-char listing cap (fine on current versions)

About this skill

Dashboard Design

Framework

IRON LAW: One Dashboard, One Audience, One Purpose

A dashboard that tries to serve the CEO, the marketing team, AND the
engineers will serve none of them well. Each audience has different
questions, different metrics, and different time horizons.

CEO: "Are we growing?" → North Star + revenue + key trends
Marketing: "Which campaigns work?" → CAC, ROAS, conversion by channel
Engineering: "Is the system healthy?" → Latency, error rate, uptime

KPI Hierarchy (Pyramid Structure)

          [North Star Metric]
         /                    \
    [L1: 3-5 Business KPIs]
       /         |         \
  [L2: Driving Metrics per KPI]
     /     |     |     |     \
[L3: Diagnostic / Operational Metrics]
  • North Star: ONE metric that best captures value delivery (DAU, MRR, GMV)
  • L1: Business KPIs that drive the North Star (retention, acquisition, monetization)
  • L2: Driving metrics teams can act on (conversion rate, ARPU, churn rate)
  • L3: Diagnostic metrics for debugging (page load time, error rate, funnel step conversion)

Chart Type Selection

QuestionChartWhy
How is the trend?Line chartShows change over time
How do categories compare?Bar chart (horizontal for many categories)Easy comparison
What's the composition?Stacked bar or pie (use sparingly, < 5 slices)Shows parts of whole
What's the distribution?Histogram or box plotShows spread and outliers
What's the relationship?Scatter plotShows correlation
Where's the geographic pattern?Map / choroplethSpatial patterns
What's the single number?Scorecard / big numberAt-a-glance status
How are we vs target?Gauge or bullet chartProgress tracking

Design Principles

  1. 5-second rule: The dashboard's main message should be clear within 5 seconds
  2. Above the fold: Most important metrics visible without scrolling
  3. Consistent time range: All charts on one dashboard should use the same time period by default
  4. Color with purpose: Use color to encode meaning (red = bad, green = good), not decoration
  5. Comparison context: Every number needs context — vs prior period, vs target, vs benchmark
  6. Progressive disclosure: Summary at top → click/drill to detail

Dashboard Layers

LayerAudienceRefreshContent
ExecutiveC-suite, boardWeekly/monthly5-8 KPIs, trends, alerts
OperationalTeam leadsDaily10-15 metrics, filters by team/product
DiagnosticAnalysts, engineersReal-time to hourly20+ metrics, drill-down, raw data access

Tool Comparison

ToolBest ForCostLearning Curve
TableauComplex analysis, large datasets$$$Medium-High
Power BIMicrosoft ecosystem, enterprise$$Medium
LookerSQL-centric teams, data modeling$$$High
MetabaseQuick setup, open-source, self-serveFree/$Low
Google Sheets/Data StudioSimple, collaborative, freeFreeLow
GrafanaInfrastructure/real-time monitoringFree/$Medium

Output Format

# Dashboard Specification: {Name}

## Purpose & Audience
- Audience: {who}
- Key question: {what they need to answer}
- Refresh: {real-time / daily / weekly}

## KPI Hierarchy
- North Star: {metric}
- L1 KPIs: {3-5 metrics}
- L2 Driving Metrics: {per L1}

## Layout
| Position | Component | Chart Type | Metric |
|----------|-----------|-----------|--------|
| Top-left | {scorecard} | Big number | {North Star} |
| Top-right | {trend} | Line chart | {key KPI over time} |
| Mid-left | {comparison} | Bar chart | {breakdown by segment} |
| ... | ... | ... | ... |

## Filters
- Date range, product, segment, region

## Alerts
| Metric | Threshold | Alert To |
|--------|-----------|---------|
| {metric} | {value} | {team/person} |

Gotchas

  • Dashboard ≠ report: A report explains what happened (narrative). A dashboard monitors what IS happening (real-time status). Don't make a dashboard that requires reading.
  • Pie charts are almost always wrong: Humans are bad at comparing angles. Use bar charts for composition with > 3 categories. Pie charts work only for 2-3 slices with very different sizes.
  • Too many metrics = no metrics: If everything is highlighted, nothing is. Limit executive dashboards to 5-8 metrics. More → use filters or drill-down.
  • Vanity metrics sneak in: Total users, page views, and downloads feel impressive but rarely drive action. Every metric on the dashboard should answer: "What would we do differently if this number changed?"
  • ETL reliability: A dashboard is only as good as its data pipeline. If data is stale, incomplete, or wrong, the dashboard becomes a liability. Show "last updated" timestamp prominently.

References

  • For dashboard wireframe templates, see references/dashboard-templates.md
  • For SQL-based metric definitions, see references/metric-definitions.md

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