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revenue-health-dashboard skill

/plugins/revenue-analytics/skills/revenue-health-dashboard

This skill helps you monitor revenue health by summarizing bookings, pipeline, retention, and efficiency, with guardrails and actionable insights.

npx playbooks add skill gtmagents/gtm-agents --skill revenue-health-dashboard

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
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---
name: revenue-health-dashboard
description: Visualization blueprint for revenue KPIs, guardrails, and action callouts.
---

# 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.

---

Overview

This skill provides a production-ready visualization blueprint for revenue KPIs, guardrails, and action callouts. It centralizes bookings, pipeline, retention, and efficiency metrics into a single, consistent dashboard layout. The design includes clear guardrail indicators and actionable insight tiles so teams can quickly identify issues and assign owners. It is optimized for weekly and monthly revenue reviews and decision-making.

How this skill works

The dashboard stacks core KPIs—bookings, pipeline coverage, win rate, retention/NRR, and CAC/payback—into a unified view with segmentation tabs for region, product, channel, and customer segment. A guardrail banner surfaces breached thresholds with traffic-light visuals while insight tiles annotate root cause, owner, and next action for each issue. Drill links connect charts to deeper dashboards or command outputs so reviewers can jump from summary to operational detail and remediation steps.

When to use it

  • Create weekly or monthly revenue review packs with a consistent executive summary.
  • Summarize bookings, pipeline health, retention, and efficiency metrics in one place.
  • Surface and assign ownership for guardrail breaches during standups or reviews.
  • Track remediation progress by comparing pre- and post-snapshot dashboards.
  • Share a single source of truth across sales, marketing, CS, and RevOps.

Best practices

  • Align traffic-light thresholds with an organization-wide guardrail scorecard to avoid conflicting signals.
  • Include segmentation tabs (region, product, channel, segment) to enable targeted root-cause analysis.
  • Embed drill links or command actions (monitor, inspect, build) so reviewers can act immediately.
  • Keep the executive summary concise with KPI dials and a short action tracker for owners.
  • Snapshot dashboards before and after remediation to quantify impact and learning.

Example use cases

  • Weekly GTM leadership review showing pipeline coverage, expected bookings, and critical breaches.
  • Monthly board pack executive summary with KPI dials, traffic lights, and top three risks with owners.
  • Retention cohort analysis that flags NRR deterioration and assigns CS owners with next steps.
  • Campaign ROI review linking CAC/payback to closed bookings and recommending budget shifts.
  • Post-remediation report comparing snapshots to demonstrate improvement after intervention.

FAQ

Can I customize guardrail thresholds per region or product?

Yes. Thresholds are configurable by segmentation so you can reflect different targets or risk tolerances across regions and products.

How do drill links work?

Drill links tie summary charts to underlying dashboards or command outputs, enabling reviewers to open deeper views or run diagnostic commands directly from the summary.