executive-dashboard-generator — Claude Code skill: data to board
Turns CSVs, Google Sheets and database exports into an executive report with metrics, charts, trends and recommendations.
npx skills add OneWave-AI/claude-skills --skill executive-dashboard-generator -a claude-codeWhat executive-dashboard-generator does
The skill walks the agent through seven steps: clarify the business context, collect the data sources, inspect structure and quality, compute period-over-period changes, spot trends and outliers, then assemble the dashboard. Every metric gets tied to a business outcome instead of sitting on its own.
Three reference files do the heavy lifting. references/analysis-coverage.md lists accepted inputs and the analysis types per domain — financial, sales and marketing, operations, customer. references/output-template.md holds the Markdown dashboard template, and references/best-practices.md covers reporting principles plus a do-and-don't list for charts. Placeholders in the template are meant to be replaced with real values.
No API key or extra library is needed, but the output is only as good as the data you feed it. No dates means no trend analysis. No segments means no cohort work. Mixed date formats in a single column are the usual failure point — the discovery step flags them, and period comparisons on that column stop making sense until you normalise the dates first.
What it helps with
- build a leadership report from a CSV export
- compute period-over-period metric changes
- flag outliers and anomalies in a sales table
- pick chart types that fit on one screen
- turn numbers into recommendations and risk flags
Example prompts for the agent
- Build an executive dashboard from
sales_q3.csvwith metrics, trends and recommendations - Turn this Google Sheets export into a board report
- Analyse the customer data and tell me what to do about churn
How to install executive-dashboard-generator
1Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill executive-dashboard-generator -a claude-code2Manually: put the files in place
~/.claude/skills/executive-dashboard-generator/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/executive-dashboard-generator/
1Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill executive-dashboard-generator -a codex2Manually: put the files in place
.agents/skills/executive-dashboard-generator/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill executive-dashboard-generator -a cursor2Manually: put the files in place
.cursor/skills/executive-dashboard-generator/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install OneWave-AI/claude-skills executive-dashboard-generator2Manually: put the files in place
.github/skills/executive-dashboard-generator/SKILL.md1Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill executive-dashboard-generator -a gemini-cli2Platform CLI
gemini skills install https://github.com/OneWave-AI/claude-skills --path executive-dashboard-generatorManually: put the files in place
.devin/skills/executive-dashboard-generator/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill executive-dashboard-generator -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 executive-dashboard-generator
How do I install executive-dashboard-generator in Claude?
Run npx skills add OneWave-AI/claude-skills --skill executive-dashboard-generator -a claude-code. The skill lands in ~/.claude/skills/executive-dashboard-generator/SKILL.md.
What does executive-dashboard-generator do?
It inspects raw data, calculates metrics and trends, chooses visualisations and assembles a report with recommendations using the structure in references/output-template.md.
What data inputs does it accept?
CSV files, Google Sheets links and SQL query output. Accepted inputs and the analysis types per domain are listed in references/analysis-coverage.md.
Source text
SKILL.md · MIT
--- name: executive-dashboard-generator description: Transform raw data from CSVs, Google Sheets, or databases into executive-ready reports with visualizations, key metrics, trend analysis, and actionable recommendations. Creates data-driven narratives for leadership. Use when users need to turn spreadsheets into executive summaries or board reports. --- # Executive Dashboard Generator Turn raw data into executive-ready insights with visualizations and recommendations. ## Contents - `references/analysis-coverage.md` — supported data inputs and analysis types per domain (financial, sales/marketing, operations, customer). - `references/output-template.md` — the full Markdown dashboard template to populate. - `references/best-practices.md` — reporting principles, visualization do/don't, trigger phrases, example request. ## Workflow 1. Clarify business context and collect the data sources (files, Sheets links, query output). See `references/analysis-coverage.md` for accepted inputs and the analysis types to run per domain. 2. Discover the data: identify structure, date ranges, granularity, key metrics and dimensions, and any data quality issues. Map relationships across datasets. 3. Analyze: calculate period-over-period changes, identify trends and patterns, flag outliers and anomalies, run cohort analysis, and set benchmarks and targets. 4. Generate insights: synthesize findings into key messages, prioritize by business impact, connect each metric to a business outcome, and develop concrete action recommendations and risk/opportunity flags. 5. Choose visualizations: select chart types built for executive readability and maintain a clear visual hierarchy. See `references/best-practices.md` for the visualization do/don't list. 6. Assemble the report using the structure in `references/output-template.md`. Replace every placeholder with real values; never ship a template with bracketed placeholders left in. 7. Prioritize recommendations and include scenario planning and a risk assessment, then deliver the dashboard. Lead with insights over raw numbers, and answer "So what?" and "What should we do?" Apply the reporting principles in `references/best-practices.md`.
© OneWave-AI · MIT · OneWave-AI/claude-skills
