executive-kpi-briefings

Description

Template pack for summarizing BI insights for ELT/board stakeholders.

Install

Add the repository(one-time)

/plugin marketplace add gtmagents/gtm-agents

Install the plugin

/plugin install business-intelligence@gtm-agents

Tool Access

This skill inherits all available tools. When active, it can use any tool Claude has access to.

Skill Content

Executive KPI Briefings Skill

When to Use

Preparing weekly/monthly ELT updates with BI insights.
Translating dashboards into succinct decision memos.
Coordinating follow-up actions after KPI reviews.

Framework

Headline & Signal – lead with KPI delta, direction, and confidence.
Driver Analysis – highlight top drivers, segments, or anomalies.
Implications – spell out impact on goals, customers, or investments.
Actions & Owners – list next steps, DRIs, due dates, and guardrails.
Appendix – link to dashboard tabs, methodology, and deeper data.

Templates

1-page KPI memo (headline, context, actions).
Slide template for ELT/board readouts.
Follow-up tracker with ownership + status fields.

Tips

Keep narratives under 200 words unless deeper context is requested.
Pair with build-exec-dashboard and plan-bi-roadmap for consistent storytelling.
Capture questions/decisions in a log to feed future prioritization.

Links

GitHub Stats

7 forks

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