kpi-dashboard-builder

name	kpi-dashboard-builder
description	Design operational KPI dashboards with metric definitions, targets, data sources, and visualization recommendations
allowed-tools	["Read","Write","Grep"]
effort	medium

When to activate

• Designing new operational dashboards
• Defining KPIs for teams or departments
• Setting up automated reporting frameworks
• Auditing existing metrics for relevance and accuracy
• Creating executive operations reports

When NOT to use

• For financial accounting reports
• For marketing campaign analytics
• For product analytics (use product tools)

Instructions

1. Identify stakeholders. Who consumes this dashboard? Exec, manager, or individual contributor?
2. Define KPIs. 5-8 max per dashboard. Each needs: name, definition, formula, data source, owner, update frequency.
3. Set targets and thresholds. Green/Yellow/Red zones with clear numerical boundaries.
4. Choose visualization. Time-series for trends, gauges for targets, tables for details, heatmaps for comparisons.
5. Design layout. Executive summary at top, drill-down details below. Mobile-friendly if needed.
6. Automate data pipeline. Identify data sources, ETL requirements, refresh schedule.
7. Define review cadence. Weekly team review, monthly leadership review, quarterly target reassessment.

Example

Operations Dashboard — Weekly Review

KPI: Order Fulfillment Rate
Definition: % of orders shipped within SLA (same-day or next-day)
Formula: (orders shipped on time / total orders) × 100
Target: ≥95% (Green), 90-94% (Yellow), <90% (Red)
Current: 96.2% 🟢
Data Source: ERP → nightly ETL → dashboard
Owner: Fulfillment Manager

KPI: Operational Cost per Unit
Definition: Total ops cost / units processed
Target: ≤$4.50 (Green), $4.50-$5.00 (Yellow), >$5.00 (Red)
Current: $4.12 🟢