Skip to content
self.md

■ SKILLS // SKILL SPECS

business-intelligence

BI roadmap governance, data contracts, dashboards, and executive briefings

Author GTM Agents Published Updated Read 3 min
■ [!] ON THIS PAGE ▼
■ INSTALL // npx @self.md/cli install business-intelligence
AuthorGTM Agents
Namespace@gtmagents/gtm-agents
Category#data
Version1.0.0
Stars★ 64
Downloads↓ 3
Verification[ ✓ ] self.md verified
View Source ↗

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

  1. Audience & Decisions – document persona, cadence, and key decisions.
  2. Story Arc – headline metric, supporting evidence, drill-downs, and action prompts.
  3. Layout System – hero tiles, contextual panels, alerts, and annotation space.
  4. Governance Hooks – data freshness indicator, owner info, and SLA links.
  5. Adoption Loop – training plans, feedback capture, and iteration cadence.

Templates

  • Wireframe Template: See templates/dashboard_wireframe.md for 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-dashboard to 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

  1. Contract Scope – table/view name, business purpose, consumer list.
  2. Owner Matrix – technical owner, business owner, escalation contacts.
  3. SLA Definition – refresh cadence, acceptable latency, data quality thresholds.
  4. Change Workflow – approval steps, testing requirements, communication plan.
  5. 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-contracts to 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

  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.

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

  1. Metric Charter – purpose, formula, filters, owner, review cadence.
  2. Data Lineage – upstream sources, transformations, semantic layer, downstream dashboards.
  3. Quality Controls – tests, alerts, thresholds, backup calculations.
  4. Change Management – approval workflow, communication plan, version history.
  5. Adoption Enablement – cheat sheets, FAQs, and example analyses.

Templates

  • Metric Dictionary: See references/metric_dictionary_template.md for 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-roadmap to keep initiatives tied to governed metrics.

Source

View on GitHub

[!] SKILL TAGS //
#data #bi#analytics#dashboard