Does this skill perform financial modeling?

No, this skill focuses on visualization and monitoring. For deep numerical forecasting or financial modeling, you should use the financial-analysis or financial-modeling skills respectively.

How does it handle data quality?

The workflow includes a mandatory Data Architecture phase that documents source systems, extraction methods, and transformation logic, followed by a validation phase to reconcile data against sources.

What is the primary purpose of the Metrics Dashboard skill?

It provides a standardized workflow for defining, designing, and implementing KPI dashboards to ensure data integrity, clear methodology, and actionable visual insights.

Can I use this for real-time monitoring?

Yes, the skill includes phases for setting update frequencies and anomaly detection thresholds, making it suitable for both strategic reviews and real-time operational monitoring.

KPI & Metrics Dashboard Workflow

Name: KPI & Metrics Dashboard Workflow
Author: LerianStudio

byLerianStudio

•

Analytics & Monitoring

Streamlines the design and implementation of KPI dashboards through structured workflows for data sourcing, visualization, and anomaly detection.

About

The Metrics Dashboard skill provides a rigorous 5-phase framework for Claude to develop professional-grade KPI dashboards, ranging from executive strategic views to operational management tools. It enforces best practices in data architecture by requiring precise formula definitions, comprehensive data lineage mapping, and validation checks before deployment. By leveraging the specialized 'metrics-analyst' agent, it ensures that every visualization is backed by a solid methodology and includes proactive anomaly detection thresholds to drive actionable business insights.

Key Features

48 GitHub stars
Standardized KPI definition methodology including formulas and owners
Structured 5-phase development lifecycle: Requirements to Implementation
Automated anomaly detection threshold and alerting design
Comprehensive data source mapping and lineage documentation
Built-in pressure resistance to prevent skipping critical data quality checks

Use Cases

Designing executive-level strategic KPI dashboards for C-suite decision support
Building operational performance tracking systems with automated data refresh requirements
Establishing departmental metrics with clear accountability and data reconciliation tests

About

Key Features

48 GitHub stars
Standardized KPI definition methodology including formulas and owners
Structured 5-phase development lifecycle: Requirements to Implementation
Automated anomaly detection threshold and alerting design
Comprehensive data source mapping and lineage documentation
Built-in pressure resistance to prevent skipping critical data quality checks

Use Cases

Designing executive-level strategic KPI dashboards for C-suite decision support
Building operational performance tracking systems with automated data refresh requirements
Establishing departmental metrics with clear accountability and data reconciliation tests