菜单
Unified KPI framework — North Star metrics, revenue dashboard, pipeline dashboard, operations dashboard, content dashboard, client health dashboard, and the weekly CEO digest template. Powers the /briefing command output format.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Intelligent routing between Bravo and Codex — decides when to delegate tasks to Codex vs handle internally
Secrets and authentication management. Ensures API keys, tokens, and credentials are NEVER exposed in plain text. Use when handling any credential, API key, or sensitive configuration.
Use when CC asks to create a new agent, scaffold a new agent repo, or clone Bravo's architecture for a new domain (client agent, sibling agent, specialized agent). Generates a new AI-agent repo from templates, wires it into C_SUITE_ARCHITECTURE.md and brain/APP_REGISTRY.md, preserves the V5.6 outbound chokepoint, and gives the new agent a doctor command on day one.
Claims-based access control for multi-agent coordination. Defines what each agent can read, write, execute, and spawn. Enforces least-privilege: agents only access what they need. Use when: spawning agents, multi-agent tasks, security-sensitive operations. Skip when: single-agent inline work, trivial tasks.
Build and maintain product-grade agent infrastructure: onboarding diagnostics, runtime home, packaging, skill lifecycle, tool manifests, and agent scaffolds.
Spawn and coordinate Claude Code Agent Teams (experimental) — parallel subagents for complex multi-domain tasks
| name | ceo-dashboard |
| description | Unified KPI framework — North Star metrics, revenue dashboard, pipeline dashboard, operations dashboard, content dashboard, client health dashboard, and the weekly CEO digest template. Powers the /briefing command output format. |
| tags | ["skill","ceo","dashboard","kpi","revenue","pipeline"] |
| triggers | ["ceo dashboard","use ceo dashboard","run ceo dashboard","unified kpi framework — north star metrics"] |
| tier | specialized |
Five numbers every morning. One digest every week. No vanity metrics, no noise.
CC's business target is $10,000 USD Net MRR by September 30, 2026 ($5K achieved 2026-06-20 via the BreezeAdvance deal). Every KPI in this skill is chosen because it either predicts that number or explains why it moved.
Snapshot (preferred): Read state/snapshots/latest_briefing.json first. Rebuilt daily 06:00 UTC by scripts/snapshots/briefing_snapshot.py. If ts is <24h old, every section in this skill can be answered from it without a single subprocess call.
Live tool (fallback): python scripts/ceo_dashboard.py briefing — pulls Stripe, Supabase, and memory files. Use only when snapshot is stale or errored.
Manual fallback: Each section below has a manual source when both above are unavailable.
These are the only 5 numbers CC needs to see before starting his day.
NORTH STAR SNAPSHOT — [Date]
──────────────────────────────────────────────────────
1. Net MRR: $[X] / $10,000 target ([X]% — [Y] days to deadline)
[████████░░] [X]%
Trend: [↑ +$X vs last month / → flat / ↓ -$X vs last month]
2. Pipeline Value: $[X] total potential revenue across [N] active leads
Trend: [↑ growing / → stable / ↓ shrinking]
Next likely close: [Lead name] — $[value] — [estimated close date]
3. Client Health: [X]/100 average health across [N] clients
At risk: [N clients below 70 — names if any]
4. Cash Position: $[bank balance] + $[receivables due <30d] - $[payables due <30d]
Net available: $[X]
Note: [any large upcoming expenses]
5. Content Velocity: [X] posts published this week / [Y] target
[Platform breakdown: X:0 | IG:0 | LinkedIn:0 | TikTok:0 | Threads:0]
Trend: [↑ above pace / → on pace / ↓ below pace]
──────────────────────────────────────────────────────
Manual sources when script unavailable:
memory/ACTIVE_TASKS.md last known MRR entry + python scripts/integrations/stripe_tool.py subscriptions --status active --jsonmemory/LEAD_TRACKER.csv — sum value of leads in Discovery, Proposal, Negotiation stagespython scripts/client_health.py alerts or skills/client-success/SKILL.mdpython scripts/integrations/stripe_tool.py balance) + bank (manual input)python ../CMO-Agent/scripts/late_tool.py posts --status published (owned by Maven) filtered to current weekMRR BREAKDOWN — [Month YYYY]
───────────────────────────────────────────────────────
Client / Source | MRR | Type | Since
─────────────────────────────────────────────────────────
[Client name] | $[X] | Retainer | [Date]
[Client name] | $[X] | Rev share | [Date]
[App name — Stripe subs] | $[X] | Subscription | [Date]
───────────────────────────────────────────────────────
TOTAL NET MRR: | $[X]
Target: | $10,000
Gap: | $[X] (~[N] new clients at $[avg deal size])
MRR TREND
Month | MRR | New MRR | Churned | Net Change
────────────────────────────────────────────────────
[M-5] | $[X] | +$[X] | -$[X] | [±$X]
[M-4] | $[X] | +$[X] | -$[X] | [±$X]
[M-3] | $[X] | +$[X] | -$[X] | [±$X]
[M-2] | $[X] | +$[X] | -$[X] | [±$X]
Last month | $[X] | +$[X] | -$[X] | [±$X]
This month | $[X] | +$[X] | -$[X] | [±$X (proj)]
────────────────────────────────────────────────────
Data source: python scripts/revenue_engine.py history --months 6 --json
REVENUE COMPOSITION
New MRR (from new clients this month): $[X] ([X]%)
Expansion MRR (existing clients grew): $[X] ([X]%)
Churned MRR (clients lost this month): -$[X] ([X]%)
Net MRR change: $[±X]
Revenue concentration (top client %): [X]%
[WARNING if any single client > 40% of MRR — concentration risk]
Concentration risk flag: If any single client accounts for >40% of MRR, flag it. (Historical note: the primary retainer was 84% concentration through 2026-05-17 — that risk materialized 2026-05-18 when the retainer ended. Current state: ~$371 confirmed MRR, no dominant client. The flag is now a guardrail against re-creating the same concentration.)
REVENUE BY BRAND
OASIS AI (retainers + consulting): $[X]/mo ([X]%)
PropFlow (Stripe subscriptions): $[X]/mo ([X]%)
Nostalgic Requests (Stripe subs): $[X]/mo ([X]%)
Other (consulting, ad-hoc): $[X]/mo ([X]%)
Data source: Multi-account Stripe data via python scripts/integrations/stripe_tool.py subscriptions --json for each account.
PIPELINE SNAPSHOT — [Date]
────────────────────────────────────────────────────────────────────────
Stage | Count | Total Value | Avg Age | Next Action Due
────────────────────────────────────────────────────────────────────────
Awareness | [N] | — | — | —
Interest | [N] | $[X] | [X]d | [soonest due]
Discovery | [N] | $[X] | [X]d | [soonest due]
Proposal Sent | [N] | $[X] | [X]d | [soonest due]
Negotiation | [N] | $[X] | [X]d | [soonest due]
────────────────────────────────────────────────────────────────────────
TOTAL PIPELINE: $[X] across [N] leads
Weighted (×50% win rate): $[X] expected
Data source: memory/LEAD_TRACKER.csv — filter to stages Discovery, Proposal, Negotiation.
FUNNEL CONVERSION — Last 90 Days
Awareness → Interest: [X]%
Interest → Discovery: [X]%
Discovery → Proposal: [X]%
Proposal → Closed-Won: [X]%
────────────────────────────
Overall close rate: [X]% (from first contact to close)
Average deal size: $[X]/mo
Average sales cycle: [X] days
Formula: (Active deals × Win rate × Avg deal size) ÷ Avg cycle length (in days) = $ per day
Pipeline velocity: $[X]/day
Monthly projected closes: $[X]
At current velocity, MRR target reached: [Date or "N/A — need to increase pipeline"]
TOP 3 LEADS TO FOCUS ON
1. [Name / Company] — $[value]/mo — Stage: [X] — Last contact: [date] — Next action: [action by date]
2. [Name / Company] — $[value]/mo — Stage: [X] — Last contact: [date] — Next action: [action by date]
3. [Name / Company] — $[value]/mo — Stage: [X] — Last contact: [date] — Next action: [action by date]
ACTIVE PROJECTS — [Date]
──────────────────────────────────────────────────────────────────────────────
Project | Client | Phase | Status | % Done | Next Milestone | Due
──────────────────────────────────────────────────────────────────────────────
[Project name] | [Client] | P2 | 🟢 | 40% | Build complete | [date]
[Project name] | [Client] | P3 | 🟡 | 75% | Client review | [date]
──────────────────────────────────────────────────────────────────────────────
DELIVERABLES HEALTH
On track: [N] deliverables — due this week, all on schedule
At risk: [N] deliverables — risk: [brief reason]
Delayed: [N] deliverables — impact: [client name, resolution plan]
TOOL COSTS — [Month]
────────────────────────────────────────────────
Tool | Cost | Budget | Status
────────────────────────────────────────────────
Claude API | $140/mo | $150/mo | ✅
Supabase | $25/mo | $30/mo | ✅
Hostinger VPS | $14/mo | $15/mo | ✅
[Other tools] | $[X]/mo | $[Y]/mo | [✅/⚠️]
────────────────────────────────────────────────
TOTAL OVERHEAD: | $[X]/mo | $[Y]/mo |
────────────────────────────────────────────────
Rule: Keep total overhead below 10% of MRR. At $5,000 MRR target, overhead cap is $500/mo.
CONTENT VOLUME — [Week of DATE]
────────────────────────────────────────────────
Platform | Posts | Target | Status | Top Post
────────────────────────────────────────────────
X | [N] | [Y] | ✅/⚠️ | [brief desc — X engagements]
Instagram | [N] | [Y] | ✅/⚠️ | [brief desc]
LinkedIn | [N] | [Y] | ✅/⚠️ | [brief desc]
TikTok | [N] | [Y] | ✅/⚠️ | [brief desc]
Threads | [N] | [Y] | ✅/⚠️ | [brief desc]
────────────────────────────────────────────────
TOTAL: | [N] | [Y] |
Data source: python ../CMO-Agent/scripts/late_tool.py posts --status published (owned by Maven) — filter to current week by date.
ENGAGEMENT SUMMARY
Total posts published: [N]
Total likes: [N]
Total comments: [N]
Total shares: [N]
Total DMs: [N]
────────────────────
Avg engagement rate: [X]% (likes+comments+shares ÷ followers)
INBOUND LEADS THIS WEEK
Total inbound: [N]
Source breakdown:
From specific posts: [N] — [which post(s)]
From bio/profile: [N]
From DMs: [N]
Unknown source: [N]
Track this manually: when a new lead comes in, ask "How did you find me?" and log it.
AUDIENCE GROWTH — Month over Month
Platform | Last Month | This Month | Change
───────────────────────────────────────────
X | [N] | [N] | [±N] ([±X]%)
Instagram | [N] | [N] | [±N]
LinkedIn | [N] | [N] | [±N]
TikTok | [N] | [N] | [±N]
───────────────────────────────────────────
CLIENT HEALTH — [Date]
────────────────────────────────────────────────────────────────────────
Client | Health Score | Risk Tier | Last Check-in | Alert
────────────────────────────────────────────────────────────────────────
[Name] | [85/100] | 🟢 Healthy | [date] | None
[Name] | [68/100] | 🟡 Watch | [date] | [brief reason]
[Name] | [45/100] | 🔴 At Risk | [date] | [action needed]
────────────────────────────────────────────────────────────────────────
Risk tiers:
Data source: python scripts/client_health.py report --json (see skills/client-success/SKILL.md)
SYSTEM HEALTH — [Date]
MCP Servers: [Playwright ✅ | Context7 ✅ | Memory ✅ | Sequential ✅]
Memory health: SESSION_LOG.md [X lines — 🟢/🟡] | ACTIVE_TASKS.md [N tasks — 🟢/🟡]
Last sync: brain/STATE.md updated [date]
Last git commit: [hash] — [date]
n8n workflows: [N active of Y total]
INFRA COST TREND — Last 3 Months
[M-2]: $[X]
[M-1]: $[X]
Current: $[X]
Trend: [↑ rising / → stable / ↓ falling]
% of MRR: [X]%
This is the output format for /briefing. One page, maximum signal.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
CEO DIGEST — [Date, Day of Week]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
EXECUTIVE SUMMARY
[2-3 sentences. One sentence on where MRR stands vs. target.
One sentence on the highest-leverage thing happening right now.
One sentence on the biggest risk or open item needing attention today.]
NORTH STAR
Net MRR: $[X] / $5,000 ([X]%) — [X] days remaining ↑↓→
Pipeline: $[X] potential ([N] warm leads) ↑↓→
Client Health: [X]/100 avg ([N] at risk) ↑↓→
Cash Position: $[X] net available ↑↓→
Content: [N] posts / [target] target ([N] behind/ahead) ↑↓→
TOP 3 WINS THIS WEEK
1. [Specific win — numbers where possible]
2. [Specific win]
3. [Specific win]
TOP 3 PRIORITIES NEXT WEEK
1. [Specific priority — why it matters for MRR]
2. [Specific priority]
3. [Specific priority]
ALERTS (address today)
[🔴 Client at risk: Name — reason — suggested action]
[🔴 Missed deadline: Project — milestone — recovery plan]
[🔴 System issue: What — impact — fix]
[None if all clear]
TODAY'S #1 PRIORITY
→ [One specific action that moves the needle most right now]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Rules for the digest:
| Dashboard | Frequency | Trigger | Tool |
|---|---|---|---|
| North Star briefing | Daily (morning) | /briefing or session start | ceo_dashboard.py briefing |
| Full revenue dashboard | Weekly (Monday) | /briefing on Mondays | ceo_dashboard.py revenue |
| Pipeline dashboard | Weekly | Every Monday | ceo_dashboard.py pipeline |
| Full dashboard | Monthly | 1st of month | ceo_dashboard.py full |
| Content dashboard | Weekly | Friday review | Manual from Zernio (fmr. Late) posts |
| Client health | Weekly | After Monday briefing | client_health.py report |
python scripts/ceo_dashboard.py briefingpython scripts/revenue_engine.py mrr --jsonpython scripts/integrations/stripe_tool.py subscriptions --status active --jsonmemory/LEAD_TRACKER.csvpython scripts/client_health.py report --jsonpython ../CMO-Agent/scripts/late_tool.py posts --status published (owned by Maven)C:\Users\User\APPS\trading-agent\brain\STATE.md (read-only)All outbound communications (emails, notifications, messages) referenced in this skill MUST be routed through
scripts/integrations/send_gateway.py. Directsmtplibor raw SMTP calls are architecturally prohibited (V5.6 chokepoint rule). Use:python scripts/integrations/send_gateway.py send --channel email --to <email> --subject "..." --body "..." --lead-id <uuid>See [[skills/send-gateway/SKILL.md]] for the full contract.
/ceo-briefing | scripts/ceo_dashboard.py