| name | executive-dashboard-generator |
| description | Transform raw data from CSVs, Google Sheets, or databases into executive-ready reports with visualizations, key metrics, trend analysis, and actionable recommendations. Creates data-driven narratives for leadership. Use when users need to turn spreadsheets into executive summaries or board reports. |
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
- 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.
- Discover the data: identify structure, date ranges, granularity, key metrics and dimensions, and any data quality issues. Map relationships across datasets.
- Analyze: calculate period-over-period changes, identify trends and patterns, flag outliers and anomalies, run cohort analysis, and set benchmarks and targets.
- 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.
- 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.
- 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.
- 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.
