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revenue-health-dashboard

@gtmagents/gtm-agents
26
0

Visualization blueprint for revenue KPIs, guardrails, and action callouts.

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 revenue-health-dashboard
description Visualization blueprint for revenue KPIs, guardrails, and action callouts.

Revenue Health Dashboard Skill

When to Use

  • Summarizing bookings, pipeline, retention, and efficiency metrics in one place.
  • Creating weekly/monthly revenue review packs with consistent layout.
  • Highlighting guardrail breaches and ownership for remediation.

Framework

  1. KPI Stack – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback.
  2. Segmentation Layer – tabs for region, segment, product, channel.
  3. Guardrail Banner – visual cues for breached vs healthy thresholds.
  4. Insight Tiles – annotate root cause, owner, and next action per issue.
  5. Drill Links – tie charts to deeper dashboards or command outputs.

Templates

  • Executive summary slide with KPI dials + traffic lights.
  • Detail view for pipeline vs target, retention cohorts, and efficiency metrics.
  • Action tracker table embedded in the dashboard.

Tips

  • Keep traffic-light rules aligned with guardrail-scorecard to avoid confusion.
  • Embed command links (monitor, inspect, build) so reviewers can dive deeper.
  • Snapshot dashboards before/after remediation to track improvement.