Dashboard Tooling & Data Feeds
TL;DR: Configures project management dashboard tooling including data feed setup, visualization component selection, refresh cadence, and alert configuration. Ensures dashboards are automatically updated with live project data rather than requiring manual input.
Principio Rector
Un dashboard que requiere actualización manual no es un dashboard — es una presentación recurrente. La automatización de data feeds es lo que transforma reportes en monitoreo en tiempo real. El valor del dashboard es inversamente proporcional al esfuerzo de mantenerlo actualizado.
Assumptions & Limits
- Assumes PM tools have APIs or export capabilities for data extraction [SUPUESTO]
- Assumes dashboard platform is selected and accessible [PLAN]
- Breaks when data sources are manual spreadsheets with no API — design data pipeline first
- Does not design dashboard layout — that is the output of
executive-dashboard or similar
- Data feed reliability depends on source system availability; design fallback for outages
- Alert fatigue occurs when thresholds are too sensitive — calibrate over ≥2 reporting cycles [METRIC]
Usage
# Configure data feeds for project dashboard
/pm:dashboard-tooling $PROJECT --type=feeds --sources="jira,ado"
# Set up alert rules for project metrics
/pm:dashboard-tooling $PROJECT --type=alerts --metrics="cpi,spi,velocity"
# Configure dashboard refresh cadence
/pm:dashboard-tooling $PROJECT --type=refresh --cadence="hourly"
Parameters:
| Parameter | Required | Description |
|---|
$PROJECT | Yes | Project identifier |
--type | Yes | feeds, alerts, refresh, access-control, maintenance |
--sources | No | Data sources (jira, ado, monday, sheets) |
--metrics | No | Metrics for alert configuration |
--cadence | No | Refresh frequency (real-time, hourly, daily) |
Service Type Routing
{TIPO_PROYECTO}: All project types need dashboard tooling. Agile uses velocity and burndown widgets; Waterfall uses EVM and milestone widgets; Portfolio uses heatmap and aggregate views.
Before Configuring
- Read the dashboard design to understand which metrics and visualizations need data feeds
- Read the PM tool API documentation to assess data extraction capabilities
- Glob
skills/dashboard-tooling/references/*.md for data feed configuration patterns
- Grep for existing dashboard configurations or data integration scripts
Entrada (Input Requirements)
- Dashboard design specifications
- Data sources (Jira, Azure DevOps, spreadsheets, APIs)
- Refresh cadence requirements
- Alert thresholds
- User access requirements
Proceso (Protocol)
- Data source mapping — Identify all data sources for dashboard metrics
- Feed configuration — Set up data extraction from each source
- Transformation rules — Define data transformation and calculation rules
- Widget selection — Choose visualization widgets per metric type
- Layout implementation — Build dashboard layout per design
- Refresh scheduling — Configure automatic refresh cadence
- Alert configuration — Set up threshold-based alerts and notifications
- Access control — Configure user access and permission levels
- Testing — Verify data accuracy and refresh reliability
- Maintenance plan — Document dashboard maintenance procedures
Edge Cases
- Data source API unavailable: Design manual data upload pipeline with scheduled CSV exports. Document API requirements for future tool upgrade. [SUPUESTO]
- Dashboard performance degrades with data volume: Implement data aggregation at source. Limit historical data to rolling window. Archive detailed data separately. [METRIC]
- Alert fatigue from too many notifications: Calibrate thresholds using 2-cycle historical data. Implement tiered alerts (info, warning, critical). Allow user-level alert preferences. [PLAN]
- Data accuracy discrepancy between dashboard and source: Implement reconciliation check. Display "last verified" timestamp. Design data validation rules at ingestion. [METRIC]
Example: Good vs Bad
Good Dashboard Tooling:
| Attribute | Value |
|---|
| Data feeds configured | All metrics from automated sources |
| Refresh cadence | Configured per metric type (hourly/daily) |
| Alert rules | Tiered with calibrated thresholds |
| Access control | Role-based with 3 permission levels |
| Testing | Data accuracy verified against source |
| Maintenance plan | Documented with ownership |
Bad Dashboard Tooling:
A dashboard that requires someone to manually copy data from Jira into a spreadsheet every Friday. No automated feeds, no alerts, no refresh cadence. Fails because manual dashboards are always stale, error-prone, and abandoned within weeks when the person responsible gets busy.
Validation Gate
Escalation Triggers
- Data feed failures causing stale dashboards
- Dashboard performance degradation
- Data accuracy discrepancies detected
- Tool licensing issues affecting availability
Additional Resources
| Resource | When to read | Location |
|---|
| Body of Knowledge | Before configuring to understand data integration patterns | references/body-of-knowledge.md |
| State of the Art | When evaluating dashboard platforms | references/state-of-the-art.md |
| Knowledge Graph | To link tooling to dashboard design and metrics | references/knowledge-graph.mmd |
| Use Case Prompts | When scoping tooling requirements | prompts/use-case-prompts.md |
| Metaprompts | To generate data feed configuration templates | prompts/metaprompts.md |
| Sample Output | To calibrate expected tooling documentation | examples/sample-output.md |
Output Configuration
- Language: Spanish (Latin American, business register)
- Evidence: [PLAN], [SCHEDULE], [METRIC], [INFERENCIA], [SUPUESTO], [STAKEHOLDER]
- Branding: #2563EB royal blue, #F59E0B amber (NEVER green), #0F172A dark
Sub-Agents
Data Source Connector
Data Source Connector Agent
Core Responsibility
Designs data source connections for dashboard feeds. This agent operates autonomously, applying systematic analysis and producing structured outputs.
Process
- Gather Inputs. Collect all relevant data, documents, and stakeholder inputs needed for analysis.
- Analyze Context. Assess the project context, methodology, phase, and constraints.
- Apply Framework. Apply the appropriate analytical framework or model.
- Generate Findings. Produce detailed findings with evidence tags and quantified impacts.
- Validate Results. Cross-check findings against related artifacts for consistency.
- Formulate Recommendations. Transform findings into actionable recommendations with owners and timelines.
- Deliver Output. Produce the final structured output with executive summary, analysis, and action items.
Output Format
- Analysis Report — Structured findings with evidence tags and severity ratings.
- Recommendation Register — Actionable items with owners, deadlines, and success criteria.
- Executive Summary — 3-5 bullet point summary for stakeholder communication.
Refresh Automation Planner
Refresh Automation Planner Agent
Core Responsibility
Plans automated dashboard refresh and distribution. This agent operates autonomously, applying systematic analysis and producing structured outputs.
Process
- Gather Inputs. Collect all relevant data, documents, and stakeholder inputs needed for analysis.
- Analyze Context. Assess the project context, methodology, phase, and constraints.
- Apply Framework. Apply the appropriate analytical framework or model.
- Generate Findings. Produce detailed findings with evidence tags and quantified impacts.
- Validate Results. Cross-check findings against related artifacts for consistency.
- Formulate Recommendations. Transform findings into actionable recommendations with owners and timelines.
- Deliver Output. Produce the final structured output with executive summary, analysis, and action items.
Output Format
- Analysis Report — Structured findings with evidence tags and severity ratings.
- Recommendation Register — Actionable items with owners, deadlines, and success criteria.
- Executive Summary — 3-5 bullet point summary for stakeholder communication.
Tool Evaluator
Tool Evaluator Agent
Core Responsibility
Evaluates dashboard tools against project requirements. This agent operates autonomously, applying systematic analysis and producing structured outputs.
Process
- Gather Inputs. Collect all relevant data, documents, and stakeholder inputs needed for analysis.
- Analyze Context. Assess the project context, methodology, phase, and constraints.
- Apply Framework. Apply the appropriate analytical framework or model.
- Generate Findings. Produce detailed findings with evidence tags and quantified impacts.
- Validate Results. Cross-check findings against related artifacts for consistency.
- Formulate Recommendations. Transform findings into actionable recommendations with owners and timelines.
- Deliver Output. Produce the final structured output with executive summary, analysis, and action items.
Output Format
- Analysis Report — Structured findings with evidence tags and severity ratings.
- Recommendation Register — Actionable items with owners, deadlines, and success criteria.
- Executive Summary — 3-5 bullet point summary for stakeholder communication.
Visualization Designer
Visualization Designer Agent
Core Responsibility
Designs dashboard visualizations for different audiences. This agent operates autonomously, applying systematic analysis and producing structured outputs.
Process
- Gather Inputs. Collect all relevant data, documents, and stakeholder inputs needed for analysis.
- Analyze Context. Assess the project context, methodology, phase, and constraints.
- Apply Framework. Apply the appropriate analytical framework or model.
- Generate Findings. Produce detailed findings with evidence tags and quantified impacts.
- Validate Results. Cross-check findings against related artifacts for consistency.
- Formulate Recommendations. Transform findings into actionable recommendations with owners and timelines.
- Deliver Output. Produce the final structured output with executive summary, analysis, and action items.
Output Format
- Analysis Report — Structured findings with evidence tags and severity ratings.
- Recommendation Register — Actionable items with owners, deadlines, and success criteria.
- Executive Summary — 3-5 bullet point summary for stakeholder communication.