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onewave-ai avatar

Executive Dashboard Generator

onewave-ai/claude-skills
339 installs244 stars
Summary

Turns your CSV files, spreadsheets, and database dumps into executive reports with trend analysis, visualizations, and actionable recommendations. You get formatted tables with performance scorecards, period-over-period comparisons, and prioritized action items broken down by urgency. It handles financial metrics, sales pipelines, customer retention, and operational KPIs, then structures everything into a narrative that actually explains what's happening in the data. Useful when you need to transform raw numbers into something presentable for leadership or board meetings. The output format is opinionated but comprehensive, including root cause analysis and departmental scorecards. Saves you from manually building dashboards when you just need to tell a clear story with your data.

Install to Claude Code

npx -y skills add onewave-ai/claude-skills --skill executive-dashboard-generator --agent claude-code

Installs into .claude/skills of the current project.

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Files
SKILL.mdView on GitHub

Executive Dashboard Generator

Turn raw data into executive-ready insights with visualizations and recommendations.

Contents

  • references/analysis-coverage.md — supported data inputs and analysis types per domain (financial, sales/marketing, operations, customer).
  • references/output-template.md — the full Markdown dashboard template to populate.
  • references/best-practices.md — reporting principles, visualization do/don't, trigger phrases, example request.

Workflow

  1. Clarify business context and collect the data sources (files, Sheets links, query output). See references/analysis-coverage.md for accepted inputs and the analysis types to run per domain.
  2. Discover the data: identify structure, date ranges, granularity, key metrics and dimensions, and any data quality issues. Map relationships across datasets.
  3. Analyze: calculate period-over-period changes, identify trends and patterns, flag outliers and anomalies, run cohort analysis, and set benchmarks and targets.
  4. Generate insights: synthesize findings into key messages, prioritize by business impact, connect each metric to a business outcome, and develop concrete action recommendations and risk/opportunity flags.
  5. Choose visualizations: select chart types built for executive readability and maintain a clear visual hierarchy. See references/best-practices.md for the visualization do/don't list.
  6. Assemble the report using the structure in references/output-template.md. Replace every placeholder with real values; never ship a template with bracketed placeholders left in.
  7. Prioritize recommendations and include scenario planning and a risk assessment, then deliver the dashboard.

Lead with insights over raw numbers, and answer "So what?" and "What should we do?" Apply the reporting principles in references/best-practices.md.

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Categories
Automation & Workflows
First SeenJun 3, 2026
View on GitHub

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