# dashboard-expert

Inspects, updates, and creates Mixpanel dashboards using Python and the mixpanel_headless library in Codex.

- skill · `type=skill` · Codex, ChatGPT · 1 install · ★ 7604
- Author: Mixpanel · official OpenAI repository
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/openai/plugins/tree/HEAD/plugins/mixpanel-headless/skills/dashboard-expert/SKILL.md
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/skills/dashboard-expert

## What it does

This skill provides full CRUD capabilities and data extraction for Mixpanel dashboards. It switches between four operation modes depending on the task: analyzing existing boards, building new dashboards, modifying layout cells, or generating data-backed text annotations.

Under the hood, the skill runs Python code against `mixpanel_headless` using `Bash`, `Read`, and `Write` tools. When reading a dashboard, it inspects row layouts, identifies report types such as insights, funnels, retention, or flows, and runs queries to retrieve DataFrames. During builds, it validates event activity with `ws.top_events` to avoid rendering charts for unused events. Running these tasks will fail without the `mixpanel_headless` package and configured workspace credentials.

## Install

### Codex (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill dashboard-expert -a codex
```

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

### Claude Code

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill dashboard-expert -a claude-code
```

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

### Cursor

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

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openai/plugins dashboard-expert
```

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

### Gemini CLI

**Platform CLI**
```bash
gemini skills install https://github.com/openai/plugins --path plugins/mixpanel-headless/skills/dashboard-expert
```

### Windsurf (Devin Desktop)

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

### 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/openai/plugins/tree/HEAD/plugins/mixpanel-headless/skills/dashboard-expert/SKILL.md

## When to use it
- inspect dashboard layouts and extract report metrics into DataFrames
- build new Mixpanel dashboards with configured rows and text cards
- check event volume with top_events before generating charts
- generate markdown text cards to explain dashboard metrics

## Example prompts
- Analyze dashboard 1001 and summarize key funnel conversion rates
- Create a new Product Health dashboard with a 90-day DAU chart
- Check the top 15 events in our Mixpanel project

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: d8d1c62b857e7858.

BEGIN THIRD-PARTY FILE d8d1c62b857e7858
````text
---
name: dashboard-expert
description: >-
  Full CRUD and analysis for Mixpanel dashboards. Use when the user asks to
  build, create, analyze, read, understand, explain, modify, update, enhance,
  or manage dashboards, or asks about dashboard layout, text cards, or report
  arrangement. Covers dashboard analysis (read + understand existing), creation
  (new builds), modification (update existing), and explanation (data-driven
  annotation).
allowed-tools: Bash Read Write
---

# Dashboard Expert

Analyze, build, modify, and explain Mixpanel dashboards. Four modes — pick the one matching the user's intent.

## Mode Selection

| User intent | Mode | Key actions |
|---|---|---|
| "analyze/understand/read/explore dashboard" | **Analyze** | Read structure, execute reports, summarize |
| "build/create/make a new dashboard" | **Build** | Investigate data → plan → create with layout |
| "modify/update/add to/fix/improve dashboard" | **Modify** | Read current state → plan changes → execute |
| "explain/annotate/add insights to dashboard" | **Explain** | Analyze → generate data-driven text cards |

## Quick Start: Analyze an Existing Dashboard

```python
import json, re
import mixpanel_headless as mp

ws = mp.Workspace()
dash = ws.get_dashboard(DASHBOARD_ID)
layout, contents = dash.layout, dash.contents

# Extract structure: rows → cells → content items
for row_id in layout["order"]:
    row = layout["rows"][row_id]
    for cell in row["cells"]:
        cid, ctype = str(cell["content_id"]), cell["content_type"]
        if ctype in ("report", "report-link"):
            info = contents["report"][cid]
            print(f"  [{cell['width']}w] {info['name']} ({info['type']}) {'[linked]' if ctype == 'report-link' else ''}")
        elif ctype == "text":
            md = contents["text"][cid].get("markdown", "")
            is_header = bool(re.search(r'<h2[\s>]', md, re.I))
            print(f"  [{cell['width']}w] TEXT {'[SECTION]' if is_header else ''}: {md[:60]}...")

# Execute each report → DataFrame
for cid, info in contents.get("report", {}).items():
    btype, bid = info["type"], info["id"]
    if btype == "flows":
        result = ws.query_saved_flows(bid)
    else:
        result = ws.query_saved_report(bid, bookmark_type=btype)
    df = result.df
    print(f"{info['name']}: {len(df)} rows, columns={list(df.columns)}")
```

## Quick Start: Build a New Dashboard

```python
from mixpanel_headless.types import CreateDashboardParams, DashboardRow, DashboardRowContent
import json

ws = mp.Workspace()
dau = ws.query("Login", math="dau", last=90)

def text(html):
    return DashboardRowContent(content_type="text", content_params={"markdown": html})

def report(name, btype, result):
    return DashboardRowContent(content_type="report", content_params={
        "bookmark": {"name": name, "type": btype, "params": json.dumps(result.params)}})

dashboard = ws.create_dashboard(CreateDashboardParams(
    title="Product Health", description="Core metrics.",
    rows=[
        DashboardRow(contents=[text("<h2>Product Health</h2><p>Core metrics.</p>")]),
        DashboardRow(contents=[report("DAU (90d)", "insights", dau)]),
    ],
))
ws.pin_dashboard(dashboard.id)  # Make visible to team
```

---

## Mode: Analyze

Read existing dashboards, execute their reports, and synthesize understanding.
````
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First 3348 of 15725 bytes. © Mixpanel · MIT · https://github.com/openai/plugins/tree/HEAD/plugins/mixpanel-headless/skills/dashboard-expert/SKILL.md

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