| name | delivery.dashboard_brief |
| phase | delivery |
| roles | Data Analyst, Product Designer |
| description | Align analysts and designers on the goals, requirements, and storytelling approach for a new or updated dashboard. |
| variables | [object Object] |
| outputs | Dashboard goals and narrative structure., Data requirements, transformations, and quality checks., Wireframe outline with recommended visualizations and interactions. |
Purpose
Ensure analytics and design have a shared blueprint before building dashboards, reducing iteration and aligning on data storytelling.
Pre-run Checklist
- ✅ Gather stakeholder requirements and success metrics.
- ✅ Review existing dashboards or reports serving similar needs.
- ✅ Confirm data availability and latency expectations.
Invocation Guidance
codex run --skill delivery.dashboard_brief \
--vars "audience={{audience}}" \
"decisions={{decisions}}" \
"data_sources={{data_sources}}" \
"design_language={{design_language}}"
Recommended Input Attachments
- Sample dashboards or inspiration references.
- Data dictionary or metric catalog extracts.
- UX research on stakeholder workflows.
Claude Workflow Outline
- Summarize audience, decisions, and context.
- Define dashboard objectives, success metrics, and narrative flow.
- Detail data sources, transformations, and quality considerations.
- Recommend visualization choices mapped to user questions.
- Outline collaboration plan, milestones, and review cadence.
Output Template
## Dashboard Brief
### Audience & Decisions
- Audience:
- Key Decisions:
### Narrative Flow
1. Context
2. Explore
3. Act
### Data Requirements
| Source | Metric | Transformation | Quality Checks | Owner |
| --- | --- | --- | --- | --- |
### Visualization Outline
| Section | Visual Type | Purpose | Notes |
| --- | --- | --- | --- |
### Collaboration Plan
- Milestones:
- Feedback Rituals:
- Open Questions:
Follow-up Actions
- Create build tasks for analytics engineering and design.
- Validate data quality before stakeholder preview.
- Schedule enablement session to walk through the dashboard story.