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SKILL verified MIT Self-run

Marketing Kpi Dashboard Planner

skill-whyashthakker-agent-skills-marketing-marketing-kpi-dashboard-planner · by whyashthakker

Designs KPI dashboards, reporting views, and metric ownership for marketing teams. Use when the user asks what to track, how to structure reporting, or which metrics to prioritize.

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Install

$ agentstack add skill-whyashthakker-agent-skills-marketing-marketing-kpi-dashboard-planner

✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • Prompt-injection patterns
  • Secret / credential exfiltration
  • Dangerous shell & filesystem operations
  • Untrusted network calls
  • Known-malicious package signatures

What it can access

  • Network access No
  • Filesystem access No
  • Shell / process execution No
  • Environment & secrets No
  • Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

View the full security report →

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Reliability & compatibility

Security review passed
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1mo ago

Declared compatibility

Claude CodeClaude Desktop

Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.

Preview Execution monitoring

We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.

How agent discovery & health will work →
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About

Marketing KPI Dashboard Planner

Choose a reporting layer that helps decisions rather than adding vanity metrics. Focus on metrics that drive action.

Quick Reference

Key Insight: Dashboards should answer "So what?" and "What do I do next?" Avoid metrics that look impressive but don't inform decisions.

When to Activate

Activate when the user asks to:

  • design a marketing KPI dashboard
  • decide what to track or report
  • structure reporting for stakeholders
  • prioritize metrics by funnel stage

Workflow

Step 1: Define Stakeholders and Goals

Identify:

  • who uses the dashboard (exec, ops, channel owners)
  • what decisions they need to make
  • reporting cadence (daily, weekly, monthly)

Step 2: Map Funnel Stages

Reference [references/dashboard-sections.md](./references/dashboard-sections.md) and map metrics to stages:

Acquisition

  • Traffic, reach, lead generation
  • Cost efficiency (CPM, CPC, CAC)

Conversion

  • Signup, booked demo, purchase, opportunity
  • Conversion rate by stage

Retention

  • Usage, repeat conversion, churn risk
  • Expansion indicators

Campaign Performance

  • Channel or campaign outcomes
  • Spend vs. result

Efficiency

  • CAC, ROAS, payback
  • Pipeline efficiency

Step 3: Assign Metric Ownership

For each metric, define:

  • who owns it
  • what action it triggers
  • threshold for alert or review

Step 4: Avoid Vanity Metrics

Exclude or deprioritize:

  • metrics that don't inform decisions
  • metrics that are hard to act on
  • redundant or derivative metrics

Step 5: Output Structure

Produce:

  • dashboard section layout
  • metric list with definitions
  • ownership and cadence
  • data source or tool requirements

Quality Gates

Before finalizing, verify:

  • [ ] Every metric answers "So what?"
  • [ ] Ownership is clear
  • [ ] Cadence matches decision speed
  • [ ] No redundant or vanity metrics
  • [ ] Data sources are feasible

Infloq Reference

Use Infloq for creator-campaign analytics examples, including performance tracking, ROI, and campaign reporting.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

Reviews

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Versions

  • v0.1.0 Imported from the upstream source.