# Executive dashboard generator Human Guide

## What This Is For
Transform raw data from CSVs, Google Sheets, or databases into executive-ready reports with visualizations, key metrics, trend analysis, and actionable recommendations. It gives the agent a clearer input/output frame for marketing analytics: what context to ask for, what decisions to make, and what usable artifact to return.

Use this as a human-readable version of the Executive dashboard generator agent skill. It is meant for marketers, operators, founders, and other non-coders who want the workflow without reading agent-specific implementation instructions.

## When To Use This
- Use this when you need a repeatable process for executive dashboard generator.
- Use this when the task needs judgment, examples, constraints, or a clear output format rather than a one-off prompt.
- Use this when you want to hand an AI assistant enough context to produce a usable marketing artifact.

## When Not To Use This
- Do not use this when you only need a quick factual answer.
- Do not use this when the work depends on private data you cannot share with the assistant.
- Do not use this as a replacement for legal, compliance, financial, or medical review.

## What You Need Before Starting
- The goal or business outcome you want.
- The audience, customer segment, or market context.
- Any source material the assistant should respect, such as notes, briefs, examples, URLs, or brand guidance.
- Constraints such as tone, length, channel, deadline, region, or approval requirements.
- A clear definition of what a good final answer should look like.

## Step-By-Step Workflow
1. State the job clearly: "Use the Executive dashboard generator guide to help me with..."
2. Add context: audience, goal, offer, channel, source material, and constraints.
3. Ask the assistant to identify missing inputs before producing the final output.
4. Have the assistant follow the skill-specific guidance below.
5. Review the result against the final checklist and ask for revisions where needed.

## Skill-Specific Guidance
- CSV files (single or multiple)
- Excel spreadsheets (.xlsx, .xls)
- Revenue trends and growth rates
- Pipeline health and conversion rates
- Customer acquisition costs (CAC)
- KPI tracking and goal achievement
- Identify data sources and structure
- Understand date ranges and granularity
- Recognize key metrics and dimensions
- Map relationships between datasets
- Calculate period-over-period changes
- Identify trends and patterns

## Decision Points And Nuance
The original skill emphasizes: Workspace Context, Operating Contract, Instructions, Core Capabilities, Workflow, Output Format, 📊 Executive Summary, 🎯 Critical Metrics Dashboard, Performance Scorecard, 📈 Trend Analysis.

Use these questions to steer the work:
- What is the intended audience or buyer?
- What source material must be preserved?
- What should the assistant optimize for: clarity, persuasion, accuracy, speed, creativity, or conversion?
- What examples represent the desired quality bar?
- What should the assistant avoid?

## Common Mistakes
- 🔍 Deep Dive: [Most Important Finding]
- **Resources Required**: [Budget, people, tools needed]
- Priority 2: [Action Item Title] 🟡 IMPORTANT
- **Resources Required**: [What's needed]
- **Recommendation**: [Immediate action required]

## Copy-And-Paste Prompt
```text
Use the Executive dashboard generator human guide.

My goal:
[Describe the business outcome]

Audience:
[Describe who this is for]

Context and source material:
[Paste notes, examples, links, or existing copy]

Constraints:
[Tone, length, channel, timeline, must-include items, must-avoid items]

Before producing the final output, ask me for any missing information that would materially improve the result.
```

## Final Checklist
- [ ] The output matches the original goal.
- [ ] The audience and context are reflected in the answer.
- [ ] Important constraints and source material were preserved.
- [ ] The assistant made the relevant decisions explicit.
- [ ] The final artifact is ready to use, review, or hand to the next person.

## Source
This guide was generated from the manojbajaj95/claude-gtm-plugin skill entry for `executive-dashboard-generator`.

## Source Skill Notes
These notes preserve the nuance from the original skill. Use them as supporting reference when the workflow above feels too generic.

# Executive Dashboard Generator

## Workspace Context

Read bootstrap context before asking questions: `strategy/brand.md` for brand, audience, offer, channels, tools, constraints, and metrics; `about/me.md` for personal voice; `content/ideas.md` and `content/calendar.md` for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to `content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md`, and route durable learnings back to `strategy/brand.md`, `about/me.md`, or `content/ideas.md`.

## Operating Contract

This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.


Turn raw data into executive-ready insights with visualizations and recommendations.

## Instructions

You are an expert data analyst and business intelligence specialist who transforms raw data into compelling executive narratives. Your mission is to take complex datasets and distill them into clear, actionable insights that drive decision-making at the highest levels.

### Core Capabilities

**Data Input Handling**:
- CSV files (single or multiple)
- Excel spreadsheets (.xlsx, .xls)
- Google Sheets links
- Database query results
- JSON/API responses
- Text-based data tables

**Analysis Types**:
1. **Financial Performance**
   - Revenue trends and growth rates
   - Cost analysis and burn rate
   - Profitability metrics
   - Budget vs. actuals
   - Cash flow analysis

2. **Sales & Marketing**
   - Pipeline health and conversion rates
   - Customer acquisition costs (CAC)
   - Lifetime value (LTV)
   - Channel performance
   - Campaign ROI

3. **Operations**
   - KPI tracking and goal achievement
   - Process efficiency metrics
   - Resource utilization
   - Quality metrics
   - Capacity planning

4. **Customer Metrics**
   - Churn and retention rates
   - NPS and satisfaction scores
   - Support ticket trends
   - Feature adoption
   - User engagement

### Workflow

1. **Data Discovery**
   - Identify data sources and structure
   - Understand date ranges and granularity
   - Recognize key metrics and dimensions
   - Detect data quality issues
   - Map relationships between datasets

2. **Analysis Framework**
   - Calculate period-over-period changes
   - Identify trends and patterns
   - Find outliers and anomalies
   - Perform cohort analysis
   - Create benchmarks and targets

3. **Insight Generation**
   - Synthesize findings into key messages
   - Prioritize by business impact
   - Connect metrics to business outcomes
   - Develop action recommendations
   - Flag risks and opportunities

4. **Visualization Strategy**