DB
Dashboard Brief
🔵 Stable🕐 updated 2026-06-08
🔷 SkillSpec L3
pm-data
Convert a business question into a complete dashboard specification. Use when asked to design a dashboard, create a dashboard spec or brief, plan a BI report, or define what charts and metrics a dashboard should include. Produces a structured spec with metrics, dimensions, chart types, filters, and layout guidance.
📚 Based on Storytelling with Data — Cole Nussbaumer Knaflic
🗣 Say this to your agent
“Design a dashboard to track [business process]”“Give me a spec for a [team] performance dashboard”“What should go on a [topic] dashboard?”“Write a dashboard brief for our [metric] monitoring”
What to give it
▸The business question this dashboard should answer — e.g. "How is our activation funnel performing this week?"
▸Primary audience — exec / product team / operations / customer success / engineering
▸Refresh cadence — real-time / hourly / daily / weekly
▸Data sources available — e.g. Postgres, BigQuery, Mixpanel, Salesforce, Jira
▸BI tool being used — Looker / Metabase / Tableau / Power BI / Grafana / Custom / Unknown
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓Every chart has a stated "key insight to surface" — not just "show the data"
✓KPI cards are 3–6 (not more)
✓Chart types are justified
✓Layout follows visual hierarchy (summary → detail)
✓Data requirements section flags any missing fields
✓Filters are practical and don't require IT to configure
⚠️ What it refuses to do
Do not specify metrics that the available data sources cannot actually support — always validate data availability
Do not include more than 8–10 primary metrics on a single dashboard — more creates noise, not insight
Do not skip the primary business question — a dashboard without a north-star question becomes a vanity metrics display
Do not choose chart types for aesthetic reasons — every chart type must match the data relationship it represents
Do not leave filter configurations vague — specify exact filter values, not just filter categories
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp
Start with
Related skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="dashboard-brief"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>
💬 Discussion
Dashboard Brief is one of 1078 open-source professional AI agent skills — all SkillSpec L3.
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