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revenue-health-dashboard

Visualization blueprint for revenue KPIs, guardrails, and action callouts.

Stars
259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--revenue-health-dashboard
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/gtmagents/gtm-agents/HEAD/plugins/revenue-analytics/skills/revenue-health-dashboard/SKILL.md -o .claude/skills/revenue-health-dashboard.md

Drops the SKILL.md into .claude/skills/revenue-health-dashboard.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Revenue Health Dashboard Skill

When to Use

  • Summarizing bookings, pipeline, retention, and efficiency metrics in one place.
  • Creating weekly/monthly revenue review packs with consistent layout.
  • Highlighting guardrail breaches and ownership for remediation.

Framework

  1. KPI Stack – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback.
  2. Segmentation Layer – tabs for region, segment, product, channel.
  3. Guardrail Banner – visual cues for breached vs healthy thresholds.
  4. Insight Tiles – annotate root cause, owner, and next action per issue.
  5. Drill Links – tie charts to deeper dashboards or command outputs.

Templates

  • Executive summary slide with KPI dials + traffic lights.
  • Detail view for pipeline vs target, retention cohorts, and efficiency metrics.
  • Action tracker table embedded in the dashboard.

Tips

  • Keep traffic-light rules aligned with guardrail-scorecard to avoid confusion.
  • Embed command links (monitor, inspect, build) so reviewers can dive deeper.
  • Snapshot dashboards before/after remediation to track improvement.