business-intelligence
BI roadmap governance, data contracts, dashboards, and executive briefings
View on GitHubTable of content
BI roadmap governance, data contracts, dashboards, and executive briefings
Installation
npx claude-plugins install @gtmagents/gtm-agents/business-intelligence
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 4 skill definitions:
dashboard-playbook
Best-practice kit for BI dashboard layout, storytelling, and adoption.
View skill definition
Dashboard Playbook Skill
When to Use
- Designing new dashboards or refreshing existing ones for GTM stakeholders.
- Auditing dashboards that suffer from low engagement or unclear narratives.
- Training analysts on consistent storytelling and UX patterns.
Framework
- Audience & Decisions – document persona, cadence, and key decisions.
- Story Arc – headline metric, supporting evidence, drill-downs, and action prompts.
- Layout System – hero tiles, contextual panels, alerts, and annotation space.
- Governance Hooks – data freshness indicator, owner info, and SLA links.
- Adoption Loop – training plans, feedback capture, and iteration cadence.
Templates
- Wireframe Template: See
templates/dashboard_wireframe.mdfor layout structure. - Dashboard brief (goals, KPIs, filters, mockups).
- Adoption checklist (enablement, comms, success metrics).
Tips
- Limit hero metrics to 3–5; move detailed tables into drill sections.
- Use consistent color semantics for good vs risk states.
- Pair with
build-exec-dashboardto package specs + rollout plan.
data-contract-framework
Operating model for defining, enforcing, and auditing BI data contracts.
View skill definition
Data Contract Framework Skill
When to Use
- Establishing ownership and SLAs for mission-critical BI tables.
- Coordinating schema changes between engineering, analytics, and RevOps.
- Auditing data reliability before major launches or executive reporting cycles.
Framework
- Contract Scope – table/view name, business purpose, consumer list.
- Owner Matrix – technical owner, business owner, escalation contacts.
- SLA Definition – refresh cadence, acceptable latency, data quality thresholds.
- Change Workflow – approval steps, testing requirements, communication plan.
- Compliance & Audit – logging, version history, and retention requirements.
Templates
- Data contract one-pager (scope, owners, SLAs, dependencies).
- Change request form with impact assessment.
- Audit checklist for quarterly reviews.
Tips
- Keep contracts lightweight but enforceable—link to dbt/docs for deeper detail.
- Automate SLA checks via dashboards and alerting.
- Pair with
audit-data-contractsto prioritize fixes and highlight risk.
executive-kpi-briefings
Template pack for summarizing BI insights for ELT/board stakeholders.
View skill definition
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
- Headline & Signal – lead with KPI delta, direction, and confidence.
- Driver Analysis – highlight top drivers, segments, or anomalies.
- Implications – spell out impact on goals, customers, or investments.
- Actions & Owners – list next steps, DRIs, due dates, and guardrails.
- 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-dashboardandplan-bi-roadmapfor consistent storytelling. - Capture questions/decisions in a log to feed future prioritization.
metric-governance-kit
Framework for defining, approving, and auditing GTM metrics and KPIs.
View skill definition
Metric Governance Kit Skill
When to Use
- Establishing source-of-truth KPIs for revenue, marketing, or CS teams.
- Resolving conflicting definitions or reporting anomalies.
- Preparing for exec/board reviews where metric accuracy is scrutinized.
Framework
- Metric Charter – purpose, formula, filters, owner, review cadence.
- Data Lineage – upstream sources, transformations, semantic layer, downstream dashboards.
- Quality Controls – tests, alerts, thresholds, backup calculations.
- Change Management – approval workflow, communication plan, version history.
- Adoption Enablement – cheat sheets, FAQs, and example analyses.
Templates
- Metric Dictionary: See
references/metric_dictionary_template.mdfor standard definition format. - Metric charter one-pager.
- Lineage diagram checklist.
- Change log workbook with approvals + timestamps.
Tips
- Assign both business and technical owners for each KPI.
- Tag metrics with “tier” (executive, operational, exploratory) to prioritize rigor.
- Pair with
plan-bi-roadmapto keep initiatives tied to governed metrics.