RevOpsAttribution · Analytics
Dashboard Playbook
Best-practice kit for BI dashboard layout, storytelling, and adoption.
by GTM Agents·Apache-2.0·★ 230 on GitHub·updated 2026-04-03
claude plugin marketplace add gtmagents/gtm-agentsWhat this skill does
- 1Documents audience persona, decision cadence, and key questions before any dashboard is designed.
- 2Structures a story arc from headline metric through supporting evidence to drill-down and action prompts.
- 3Defines layout system with hero tiles, contextual panels, alert zones, and annotation space for narrative.
- 4Adds governance hooks: data freshness indicator, owner info, and SLA links so dashboards stay trustworthy.
- 5Builds an adoption loop with training plans, feedback capture, and iteration cadence.
When to use
- Designing a new GTM or RevOps dashboard and need a structured brief before handing specs to a BI team.
- Auditing dashboards with low engagement or recurring misinterpretation from stakeholders.
- Training analysts on consistent dashboard UX and storytelling patterns across the team.
Best for
Revenue Operations
Format
FrameworkTemplateAnalyzerTrackerPlaybook
Frequently asked questions
What is Dashboard Playbook?
Dashboard Playbook is a Claude Code skill for revops by GTM Agents. Best-practice kit for BI dashboard layout, storytelling, and adoption.
When should I use Dashboard Playbook?
Designing a new GTM or RevOps dashboard and need a structured brief before handing specs to a BI team. Auditing dashboards with low engagement or recurring misinterpretation from stakeholders.
How do I install Dashboard Playbook?
Run the install command (claude plugin marketplace add gtmagents/gtm-agents). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.
Is Dashboard Playbook free to use?
Yes. Dashboard Playbook is open source under the Apache-2.0 license, published in the gtmagents/gtm-agents repository on GitHub.
Source repository
gtmagents/gtm-agents★ 230 · 39 forks
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