Agent-Skills.md

Agent Skills: Executive Dashboard Generator

Transform raw data from CSVs, Google Sheets, or databases into executive-ready reports with visualizations, key metrics, trend analysis, and actionable recommendations. Creates data-driven narratives for leadership. Use when users need to turn spreadsheets into executive summaries or board reports.

UncategorizedID: onewave-ai/claude-skills/executive-dashboard-generator

Repository

onewave-ai/claude-skills
OneWave-AILicense: MIT
748

Install this agent skill to your local

pnpm dlx add-skill https://github.com/OneWave-AI/claude-skills/tree/HEAD/executive-dashboard-generator

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executive-dashboard-generator/SKILL.md

Skill Metadata

Name
executive-dashboard-generator
Description
Transform raw data from CSVs, Google Sheets, or databases into executive-ready reports with visualizations, key metrics, trend analysis, and actionable recommendations. Creates data-driven narratives for leadership. Use when users need to turn spreadsheets into executive summaries or board reports.

Executive Dashboard Generator

Turn raw data into executive-ready insights with visualizations and recommendations.

Contents

  • references/analysis-coverage.md — supported data inputs and analysis types per domain (financial, sales/marketing, operations, customer).
  • references/output-template.md — the full Markdown dashboard template to populate.
  • references/best-practices.md — reporting principles, visualization do/don't, trigger phrases, example request.

Workflow

  1. Clarify business context and collect the data sources (files, Sheets links, query output). See references/analysis-coverage.md for accepted inputs and the analysis types to run per domain.
  2. Discover the data: identify structure, date ranges, granularity, key metrics and dimensions, and any data quality issues. Map relationships across datasets.
  3. Analyze: calculate period-over-period changes, identify trends and patterns, flag outliers and anomalies, run cohort analysis, and set benchmarks and targets.
  4. Generate insights: synthesize findings into key messages, prioritize by business impact, connect each metric to a business outcome, and develop concrete action recommendations and risk/opportunity flags.
  5. Choose visualizations: select chart types built for executive readability and maintain a clear visual hierarchy. See references/best-practices.md for the visualization do/don't list.
  6. Assemble the report using the structure in references/output-template.md. Replace every placeholder with real values; never ship a template with bracketed placeholders left in.
  7. Prioritize recommendations and include scenario planning and a risk assessment, then deliver the dashboard.

Lead with insights over raw numbers, and answer "So what?" and "What should we do?" Apply the reporting principles in references/best-practices.md.