# Marketing Kpi Dashboard Planner

> 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.

- **Type:** Skill
- **Install:** `agentstack add skill-whyashthakker-agent-skills-marketing-marketing-kpi-dashboard-planner`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [whyashthakker](https://agentstack.voostack.com/s/whyashthakker)
- **Installs:** 0
- **Category:** [Data & Analytics](https://agentstack.voostack.com/c/data-and-analytics)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [whyashthakker](https://github.com/whyashthakker)
- **Source:** https://github.com/whyashthakker/agent-skills-marketing/tree/main/.claude/skills/marketing-kpi-dashboard-planner
- **Website:** https://www.explainx.ai

## Install

```sh
agentstack add skill-whyashthakker-agent-skills-marketing-marketing-kpi-dashboard-planner
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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](https://infloq.com) 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.

- **Author:** [whyashthakker](https://github.com/whyashthakker)
- **Source:** [whyashthakker/agent-skills-marketing](https://github.com/whyashthakker/agent-skills-marketing)
- **License:** MIT
- **Homepage:** https://www.explainx.ai

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-whyashthakker-agent-skills-marketing-marketing-kpi-dashboard-planner
- Seller: https://agentstack.voostack.com/s/whyashthakker
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.