revenue-health-dashboard
Visualization blueprint for revenue KPIs, guardrails, and action callouts.
What this skill does
# 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. ---
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