business-intelligence — Claude Code skill: dashboards, KPIs, reports
Turns the agent into a BI specialist who designs dashboards, defines metrics and sets up scheduled reporting.
npx skills add borghei/Claude-Skills --skill business-intelligence -a claude-codeWhat business-intelligence does
The skill gives the agent a senior BI role. It asks about audience, the decisions a dashboard has to support and how fresh the data must be, then walks through KPI definitions, chart choice, a semantic layer and delivery setup.
A YAML template captures each metric: formula, source, owner, target and warning/critical thresholds. A matrix maps a data question to a chart type, from trend lines to choropleth maps. For automation the skill ships sample configs for a cron-style schedule and for threshold alerts, plus a Python outline that refreshes sources, computes metrics, builds charts and distributes the result.
The performance checklist caps a page at 5–8 visualizations and pushes heavy dashboards toward extracts instead of live connections. Keep the logic in the semantic layer or warehouse, not in calculated fields. Load time should stay under 5 seconds. Note that metric_validator.py wants every KPI field filled, so a metric without a formula, source and owner will not pass — settle those before you validate.
What it helps with
- design a dashboard for a specific audience
- define a KPI with formula, source and thresholds
- pick the right chart type for a data question
- schedule recurring reports and threshold alerts
- speed up a slow dashboard with an optimization checklist
Example prompts for the agent
- Design an executive dashboard covering revenue and pipeline, refreshed daily
- Write a KPI definition for monthly revenue with formula, source and RAG thresholds
- Set up a weekly sales report as PDF with an alert when revenue drops below target
How to install business-intelligence
1Skills CLI (Vercel)
npx skills add borghei/Claude-Skills --skill business-intelligence -a claude-code2Manually: put the files in place
~/.claude/skills/business-intelligence/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/business-intelligence/
1Skills CLI (Vercel)
npx skills add borghei/Claude-Skills --skill business-intelligence -a codex2Manually: put the files in place
.agents/skills/business-intelligence/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add borghei/Claude-Skills --skill business-intelligence -a cursor2Manually: put the files in place
.cursor/skills/business-intelligence/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install borghei/Claude-Skills business-intelligence2Manually: put the files in place
.github/skills/business-intelligence/SKILL.md1Skills CLI (Vercel)
npx skills add borghei/Claude-Skills --skill business-intelligence -a gemini-cli2Platform CLI
gemini skills install https://github.com/borghei/Claude-Skills --path data-analytics/business-intelligenceManually: put the files in place
.devin/skills/business-intelligence/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add borghei/Claude-Skills --skill business-intelligence -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about business-intelligence
How do I install business-intelligence in Claude Code?
Run npx skills add borghei/Claude-Skills --skill business-intelligence -a claude-code. The skill then sits at ~/.claude/skills/business-intelligence/SKILL.md.
What does business-intelligence do?
It guides the agent through dashboard layout, KPI definition, report automation and BI performance tuning.
What do I need before using it?
Settled KPI fields: formula, data source, owner and RAG thresholds. metric_validator.py checks exactly those.
