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dashboard-playbook

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Dashboard Playbook Skill

Dashboard Playbook Skill

When to Use

适用场景

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.

为GTM相关利益干系人设计新仪表板或优化现有仪表板。
对参与度低或叙事逻辑模糊的仪表板进行审计。
培训分析师掌握统一的叙事呈现方式与UX模式。

Framework

框架体系

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.

受众与决策 —— 记录用户角色、更新频率及关键决策点。
叙事结构 —— 核心指标、支撑证据、下钻分析及行动指引。
布局系统 —— 核心指标卡片、上下文面板、告警提示及注释区域。
治理机制 —— 数据新鲜度指示器、负责人信息及SLA链接。
落地循环 —— 培训计划、反馈收集及迭代频率。

Templates

模板资源

Wireframe Template: See
```
templates/dashboard_wireframe.md
```
for layout structure.
Dashboard brief (goals, KPIs, filters, mockups).
Adoption checklist (enablement, comms, success metrics).

线框模板：查看
```
templates/dashboard_wireframe.md
```
获取布局结构。
仪表板 brief（目标、KPI、筛选器、原型图）。
落地推广检查清单（赋能支持、沟通计划、成功指标）。

Tips

实用技巧

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.

核心指标数量控制在3–5个；将详细表格移至下钻区域。
针对正常与风险状态使用统一的颜色语义规则。
搭配
```
build-exec-dashboard
```
使用，打包规范与推广计划。