metrics-dashboard

Metrics Dashboard Workflow

This skill provides a structured workflow for designing KPI dashboards using the metrics-analyst agent.

Workflow Overview

The metrics dashboard workflow follows 5 phases:

Phase 1: Requirements

MANDATORY: Define dashboard objectives before building

Questions to Answer

Dashboard Types

Blocker Check

If ANY of these are unclear, STOP and ask:

• Dashboard purpose
• Primary audience
• Key decisions supported
• Update frequency required

Phase 2: KPI Design

MANDATORY: Define all metrics with methodology

KPI Definition Standard

KPI Categories

KPI Selection Principles

Phase 3: Data Architecture

MANDATORY: Document data lineage completely

Data Source Mapping

Data Quality Requirements

Phase 4: Agent Dispatch

Dispatch to specialist with full context

Agent Dispatch

Task tool:
  subagent_type: "ring:metrics-analyst"
  model: "opus"
  prompt: |
    Design metrics dashboard per these specifications:

    **Purpose**: [from Phase 1]
    **Audience**: [from Phase 1]
    **Update Frequency**: [from Phase 1]

    **KPIs Required**:
    [From Phase 2 - list with definitions]

    **Data Sources**:
    [From Phase 3 - source mapping]

    **Required Output**:
    - KPI definitions with formulas
    - Data source documentation
    - Calculation methodology
    - Visualization specifications
    - Anomaly thresholds
    - Implementation guide

Required Output Elements

Phase 5: Implementation

MANDATORY: Validate before deployment

Implementation Checklist

Validation Tests

Pressure Resistance

See shared-patterns/pressure-resistance.md for universal pressures.

Dashboard-Specific Pressures

Anti-Rationalization Table

See shared-patterns/anti-rationalization.md for universal anti-rationalizations.

Dashboard-Specific Anti-Rationalizations

Execution Report

Upon completion, report:

Quality Indicators