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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

  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.
  1. 受众与决策 —— 记录用户角色、更新频率及关键决策点。
  2. 叙事结构 —— 核心指标、支撑证据、下钻分析及行动指引。
  3. 布局系统 —— 核心指标卡片、上下文面板、告警提示及注释区域。
  4. 治理机制 —— 数据新鲜度指示器、负责人信息及SLA链接。
  5. 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。