Kpi Dashboard Design
Structure department KPIs and dashboard layouts for sales, marketing, product, and finance so a solo founder can see what to track.
Overview
kpi-dashboard-design is an agent skill most often used in Grow (also Build backend integrations, Operate monitoring) that maps department KPIs and dashboard layout patterns for solo operator dashboards.
Install
npx skills add https://github.com/wshobson/agents --skill kpi-dashboard-designWhat is this skill?
- Department KPI catalogs: Sales, Marketing, Product, and Finance with YAML-style metric groupings
- Sales coverage includes MRR, ARR, pipeline value, win rate, and activity metrics
- Marketing blocks cover CPA, CAC, MQL volume, engagement, and ROI attribution
- Product usage and quality metrics: DAU/MAU, NPS, CSAT, churn, and activation
- Finance profitability, liquidity, and efficiency ratios for operator-facing views
- 4 department KPI catalogs (Sales, Marketing, Product, Finance)
Adoption & trust: 9.4k installs on skills.sh; 36.5k GitHub stars; 3/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have data scattered across tools but no structured KPI list or dashboard layout for sales, marketing, product, and finance decisions.
Who is it for?
Bootstrapped SaaS founders drafting their first internal metrics wall or weekly operator dashboard.
Skip if: Enterprises with a fixed corporate BI standard and certified metric definitions already locked in SAP or Looker.
When should I use this skill?
User asks to design KPI dashboards, define department metrics, or layout founder analytics views.
What do I get? / Deliverables
You get department-grouped KPI definitions and layout guidance you can implement in BI, Notion, or custom analytics views.
- Department-grouped KPI list
- Dashboard layout recommendations
- Metric definitions suitable for BI or internal docs
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Canonical shelf is Grow analytics because the skill defines metrics dashboards for operating and compounding the business after launch. Analytics subphase matches KPI selection, layout patterns, and department metric catalogs for decision dashboards.
Where it fits
Pick MRR, churn, and activation tiles for a weekly solo founder review.
Define event names and rollup tables that mirror marketing and product KPI groups.
Align uptime and support SLAs with product quality KPIs on one operator view.
How it compares
Metric taxonomy and layout playbook, not a live Metabase or Grafana connector skill.
Common Questions / FAQ
Who is kpi-dashboard-design for?
Solo builders and tiny teams who need a credible KPI menu across sales, marketing, product, and finance before building charts.
When should I use kpi-dashboard-design?
In Grow when planning analytics dashboards, in Build when scoping metrics tables or admin views, and in Operate when aligning monitoring with business KPIs.
Is kpi-dashboard-design safe to install?
It is documentation-style guidance; still review the Security Audits panel on this page before installing any repo scripts bundled with the parent agents collection.
SKILL.md
READMESKILL.md - Kpi Dashboard Design
# kpi-dashboard-design — detailed worked examples ## Common KPIs by Department ### Sales KPIs ```yaml Revenue Metrics: - Monthly Recurring Revenue (MRR) - Annual Recurring Revenue (ARR) - Average Revenue Per User (ARPU) - Revenue Growth Rate Pipeline Metrics: - Sales Pipeline Value - Win Rate - Average Deal Size - Sales Cycle Length Activity Metrics: - Calls/Emails per Rep - Demos Scheduled - Proposals Sent - Close Rate ``` ### Marketing KPIs ```yaml Acquisition: - Cost Per Acquisition (CPA) - Customer Acquisition Cost (CAC) - Lead Volume - Marketing Qualified Leads (MQL) Engagement: - Website Traffic - Conversion Rate - Email Open/Click Rate - Social Engagement ROI: - Marketing ROI - Campaign Performance - Channel Attribution - CAC Payback Period ``` ### Product KPIs ```yaml Usage: - Daily/Monthly Active Users (DAU/MAU) - Session Duration - Feature Adoption Rate - Stickiness (DAU/MAU) Quality: - Net Promoter Score (NPS) - Customer Satisfaction (CSAT) - Bug/Issue Count - Time to Resolution Growth: - User Growth Rate - Activation Rate - Retention Rate - Churn Rate ``` ### Finance KPIs ```yaml Profitability: - Gross Margin - Net Profit Margin - EBITDA - Operating Margin Liquidity: - Current Ratio - Quick Ratio - Cash Flow - Working Capital Efficiency: - Revenue per Employee - Operating Expense Ratio - Days Sales Outstanding - Inventory Turnover ``` ## Dashboard Layout Patterns ### Pattern 1: Executive Summary ``` ┌─────────────────────────────────────────────────────────────┐ │ EXECUTIVE DASHBOARD [Date Range ▼] │ ├─────────────┬─────────────┬─────────────┬─────────────────┤ │ REVENUE │ PROFIT │ CUSTOMERS │ NPS SCORE │ │ $2.4M │ $450K │ 12,450 │ 72 │ │ ▲ 12% │ ▲ 8% │ ▲ 15% │ ▲ 5pts │ ├─────────────┴─────────────┴─────────────┴─────────────────┤ │ │ │ Revenue Trend │ Revenue by Product │ │ ┌───────────────────────┐ │ ┌──────────────────┐ │ │ │ /\ /\ │ │ │ ████████ 45% │ │ │ │ / \ / \ /\ │ │ │ ██████ 32% │ │ │ │ / \/ \ / \ │ │ │ ████ 18% │ │ │ │ / \/ \ │ │ │ ██ 5% │ │ │ └───────────────────────┘ │ └──────────────────┘ │ │ │ ├─────────────────────────────────────────────────────────────┤ │ 🔴 Alert: Churn rate exceeded threshold (>5%) │ │ 🟡 Warning: Support ticket volume 20% above average │ └─────────────────────────────────────────────────────────────┘ ``` ### Pattern 2: SaaS Metrics Dashboard ``` ┌─────────────────────────────────────────────────────────────┐ │ SAAS METRICS Jan 2024 [Monthly ▼] │ ├──────────────────────┬──────────────────────────────────────┤ │ ┌────────────────┐ │ MRR GROWTH │ │ │ MRR │ │ ┌────────────────────────────────┐ │ │ │ $125,000 │ │ │ /── │ │ │ │ ▲ 8% │ │ │ /────/ │ │ │ └────────────────┘ │ │ /────/ │ │ │ ┌────────────────┐ │ │ /────/ │ │ │ │ ARR │ │ │ /────/ │ │ │ │ $1,500,000 │ │ └────────────────────────────────┘ │ │ │ ▲ 15% │ │ J F M A M J J A S O N D │ │ └────────────────┘ │ │ ├──────────────────────┼──────────────────────────────────────┤ │ UNIT ECONOMICS │ COHORT RETENTION │ │ │ │ │ CAC: $450 │ Month 1: ████████████████████ 100% │ │ LTV: $2,700 │ Month 3: █████████████████