# business-intelligence

Turns the agent into a BI specialist who designs dashboards, defines metrics and sets up scheduled reporting.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 1500 installs · ★ 980
- Author: borghei
- License: LicenseRef-MIT-Commons-Clause · policy=link-only · description only; the file stays with the author
- Source: https://github.com/borghei/Claude-Skills/tree/HEAD/data-analytics/business-intelligence/SKILL.md
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/skills/business-intelligence

## What it 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.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill business-intelligence -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/business-intelligence/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/business-intelligence/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill business-intelligence -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/business-intelligence/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill business-intelligence -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/business-intelligence/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install borghei/Claude-Skills business-intelligence
```

2. **Manually: put the files in place**
- File: `.github/skills/business-intelligence/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill business-intelligence -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/borghei/Claude-Skills --path data-analytics/business-intelligence
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/business-intelligence/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill business-intelligence -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/borghei/Claude-Skills/tree/HEAD/data-analytics/business-intelligence/SKILL.md

## When to use it
- 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
- 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

## Similar
- [xlsx](https://affpapa.org/en/nevibecode/skills/xlsx.md) — skill · 187223 installs
- [google-agents-cli-observability](https://affpapa.org/en/nevibecode/skills/google-agents-cli-observability.md) — skill · 511300 installs
- [caveman-evidence-review](https://affpapa.org/en/nevibecode/skills/caveman-evidence-review.md) — skill · 104500 installs
- [migration](https://affpapa.org/en/nevibecode/skills/migration.md) — skill · 103900 installs
- [performance-optimization](https://affpapa.org/en/nevibecode/skills/performance-optimization.md) — skill · 65200 installs
- [supabase](https://affpapa.org/en/nevibecode/skills/supabase.md) — skill · 8 installs

From the same set: [borghei/claude-skills](https://affpapa.org/en/nevibecode/by/borghei/claude-skills.md) — 17 cards

---
NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md