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executive-kpi-briefings

@gtmagents/gtm-agents
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Template pack for summarizing BI insights for ELT/board stakeholders.

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

name executive-kpi-briefings
description Template pack for summarizing BI insights for ELT/board stakeholders.

Executive KPI Briefings Skill

When to Use

  • Preparing weekly/monthly ELT updates with BI insights.
  • Translating dashboards into succinct decision memos.
  • Coordinating follow-up actions after KPI reviews.

Framework

  1. Headline & Signal – lead with KPI delta, direction, and confidence.
  2. Driver Analysis – highlight top drivers, segments, or anomalies.
  3. Implications – spell out impact on goals, customers, or investments.
  4. Actions & Owners – list next steps, DRIs, due dates, and guardrails.
  5. Appendix – link to dashboard tabs, methodology, and deeper data.

Templates

  • 1-page KPI memo (headline, context, actions).
  • Slide template for ELT/board readouts.
  • Follow-up tracker with ownership + status fields.

Tips

  • Keep narratives under 200 words unless deeper context is requested.
  • Pair with build-exec-dashboard and plan-bi-roadmap for consistent storytelling.
  • Capture questions/decisions in a log to feed future prioritization.