lerianstudio/metrics-dashboard

Metrics Dashboard Workflow

This skill provides a structured workflow for designing KPI dashboards using the metrics-analyst agent.

Workflow Overview

The metrics dashboard workflow follows 5 phases:

| Phase | Name | Description | |-------|------|-------------| | 1 | Requirements | Define dashboard objectives and audience | | 2 | KPI Design | Define metrics and methodology | | 3 | Data Architecture | Map data sources and calculations | | 4 | Visualization | Design visual presentation | | 5 | Implementation | Build and validate |

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Phase 1: Requirements

MANDATORY: Define dashboard objectives before building

Questions to Answer

| Question | Purpose | |----------|---------| | What decisions will this support? | Ensures relevance | | Who is the primary audience? | Tailors complexity | | What frequency of update? | Sets refresh requirements | | What level of drill-down? | Scopes depth | | What benchmark comparisons? | Defines targets |

Dashboard Types

| Type | Audience | Focus | |------|----------|-------| | Executive | C-Suite | High-level, strategic | | Operational | Managers | Detailed, actionable | | Departmental | Department heads | Function-specific | | Board | Directors | Governance, strategic |

Blocker Check

If ANY of these are unclear, STOP and ask:

• Dashboard purpose
• Primary audience
• Key decisions supported
• Update frequency required

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Phase 2: KPI Design

MANDATORY: Define all metrics with methodology

KPI Definition Standard

| Element | Requirement | |---------|-------------| | Name | Clear, concise name | | Definition | Precise description | | Formula | Exact calculation | | Unit | Measurement unit | | Target | Performance target | | Owner | Accountable person | | Frequency | Update cadence |

KPI Categories

| Category | Example KPIs | |----------|-------------| | Financial | Revenue, margin, EBITDA, cash flow | | Operational | Throughput, cycle time, utilization | | Customer | Retention, NPS, LTV, CAC | | Growth | ARR growth, customer growth, expansion |

KPI Selection Principles

| Principle | Description | |-----------|-------------| | Relevance | Supports specific decisions | | Measurable | Can be quantified objectively | | Actionable | Drives specific actions | | Timely | Available when needed | | Owned | Clear accountability |

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Phase 3: Data Architecture

MANDATORY: Document data lineage completely

Data Source Mapping

| Element | Documentation | |---------|---------------| | Source system | Where data originates | | Extraction method | How data is obtained | | Transformation | Any calculations or adjustments | | Refresh frequency | How often updated | | Data quality | Validation checks |

Data Quality Requirements

| Check | Validation | |-------|------------| | Completeness | All required data present | | Accuracy | Data matches source | | Timeliness | Data is current | | Consistency | Data consistent across sources |

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Phase 4: Agent Dispatch

Dispatch to specialist with full context

Agent Dispatch

Task tool:
  subagent_type: "ring:metrics-analyst"
  prompt: |
    Design metrics dashboard per these specifications:

    **Purpose**: [from Phase 1]
    **Audience**: [from Phase 1]
    **Update Frequency**: [from Phase 1]

    **KPIs Required**:
    [From Phase 2 - list with definitions]

    **Data Sources**:
    [From Phase 3 - source mapping]

    **Required Output**:
    - KPI definitions with formulas
    - Data source documentation
    - Calculation methodology
    - Visualization specifications
    - Anomaly thresholds
    - Implementation guide

Required Output Elements

| Element | Requirement | |---------|-------------| | Metrics Summary | Dashboard overview | | KPI Definitions | Complete definitions | | Data Sources | Source documentation | | Calculation Methodology | Formula details | | Dashboard Design | Visual specifications | | Anomaly Analysis | Threshold definitions | | Recommendations | Enhancement suggestions |

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Phase 5: Implementation

MANDATORY: Validate before deployment

Implementation Checklist

| Check | Validation | |-------|------------| | Data feeds working | All sources connected | | Calculations verified | Outputs match expected | | Visuals rendering | Display correctly | | Refresh working | Updates as expected | | Access controlled | Right users have access |

Validation Tests

| Test | Description | |------|-------------| | Data reconciliation | Dashboard ties to source | | Historical comparison | Trends make sense | | Edge cases | Handles nulls, zeros | | Performance | Loads in acceptable time |

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Pressure Resistance

See shared-patterns/pressure-resistance.md for universal pressures.

Dashboard-Specific Pressures

| Pressure Type | Request | Agent Response | |---------------|---------|----------------| | "Just show the numbers" | "Numbers without methodology cannot be trusted. I'll include documentation." | | "Pick the most important KPIs" | "KPI selection requires business input. Which decisions should these support?" | | "Skip the data quality checks" | "Unreliable data undermines dashboard value. I'll validate all sources." | | "Copy the existing dashboard" | "Each dashboard needs fresh design. I'll validate requirements." |

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Anti-Rationalization Table

See shared-patterns/anti-rationalization.md for universal anti-rationalizations.

Dashboard-Specific Anti-Rationalizations

| Rationalization | Why It's WRONG | Required Action | |-----------------|----------------|-----------------| | "Everyone knows what revenue means" | Definitions vary | DEFINE specifically | | "Data source is obvious" | Lineage needs documentation | DOCUMENT source | | "Calculation is standard" | Standard still needs documentation | SHOW formula | | "Refresh frequency doesn't matter" | Stale data causes bad decisions | SPECIFY frequency |

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Execution Report

Upon completion, report:

| Metric | Value | |--------|-------| | Duration | Xm Ys | | KPIs Defined | N | | Data Sources Mapped | N | | Visualizations Designed | N | | Anomaly Thresholds | N | | Result | COMPLETE/PARTIAL |

Quality Indicators

| Indicator | Status | |-----------|--------| | All KPIs defined | YES/NO | | All sources documented | YES/NO | | All calculations shown | YES/NO | | Data validated | YES/NO | | Refresh tested | YES/NO |