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KPI Dashboard Design

kpi-dashboard-design

Design and build dashboards that track key performance indicators. Select relevant metrics, visualize data effectively, and communicate insights to stakeholders.

SKILL.md

Full skill instructions

KPI Dashboard Design

Table of Contents

Overview

Effective KPI dashboards make performance visible, enable data-driven decisions, and help teams align around shared goals.

When to Use

  • Creating performance measurement systems
  • Leadership reporting and visibility
  • Operational monitoring
  • Project progress tracking
  • Team performance management
  • Customer health monitoring
  • Financial reporting

Quick Start

Minimal working example:

# Select relevant, measurable KPIs

class KPISelection:
    KPI_CRITERIA = {
        'Relevant': 'Directly aligned with business strategy',
        'Measurable': 'Can be quantified and tracked',
        'Actionable': 'Team can influence the metric',
        'Timely': 'Measured frequently (daily/​weekly)',
        'Bounded': 'Has clear target/​threshold',
        'Simple': 'Easy to understand'
    }

    def identify_business_goals(self):
        """Map goals to KPIs"""
        return {
            'Revenue Growth': [
                'Monthly Recurring Revenue (MRR)',
                'Annual Recurring Revenue (ARR)',
                'Customer Lifetime Value (CLV)',
                'Average Revenue Per User (ARPU)'
            ],
            'Customer Acquisition': [
                'Customer Acquisition Cost (CAC)',
                'Conversion Rate',
                'Traffic to Lead Rate',
// ... (see reference guides for full implementation)

Reference Guides

Detailed implementations in the references/ directory:

GuideContents
KPI Selection FrameworkKPI Selection Framework
Dashboard DesignDashboard Design
Dashboard ImplementationDashboard Implementation
KPI Monitoring & GovernanceKPI Monitoring & Governance

Best Practices

✅ DO

  • Start with business goals, not data
  • Limit dashboards to 5-7 core metrics
  • Include both leading and lagging indicators
  • Assign clear metric ownership
  • Update dashboards regularly
  • Make drill-down available
  • Use visual hierarchy effectively
  • Test with actual users
  • Include context and benchmarks
  • Document metric definitions

❌ DON'T

  • Create dashboards without clear purpose
  • Include too many metrics (analysis paralysis)
  • Forget about data quality
  • Build without stakeholder input
  • Use confusing visualizations
  • Leave dashboards stale
  • Ignore mobile viewing experience
  • Skip training on dashboard usage
  • Create metrics no one can influence
  • Change metrics frequently

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