mcpField
R
revenue-health-dashboard

revenue-health-dashboard

github.com/gtmagentsData & databases42868 installsUpdated 30w ago
Repository

About revenue-health-dashboard

A data skill for assembling revenue metrics into dashboards and recurring review packs. It organizes KPIs by segment, flags threshold breaches, and links issues to owners and next actions.

Key features

  1. 01Bookings, pipeline, retention, and efficiency KPIs
  2. 02Region, segment, product, and channel views
  3. 03Threshold status indicators
  4. 04Issue insights with owners and actions
  5. 05Links to detailed dashboards or commands

Use cases

  1. 01Prepare weekly or monthly revenue reviews
  2. 02Identify breached revenue guardrails
  3. 03Track remediation and compare snapshots

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/gtmagents/gtm-agents --skill revenue-health-dashboard

After installing, type/revenue-health-dashboardin Claude Code to confirm it loaded.

Details

From the project README

Revenue Health Dashboard Skill

When to Use

  • Summarizing bookings, pipeline, retention, and efficiency metrics in one place.
  • Creating weekly/monthly revenue review packs with consistent layout.
  • Highlighting guardrail breaches and ownership for remediation.

Framework

  1. KPI Stack – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback.
  2. Segmentation Layer – tabs for region, segment, product, channel.
  3. Guardrail Banner – visual cues for breached vs healthy thresholds.
  4. Insight Tiles – annotate root cause, owner, and next action per issue.
  5. Drill Links – tie charts to deeper dashboards or command outputs.

Templates

  • Executive summary slide with KPI dials + traffic lights.
  • Detail view for pipeline vs target, retention cohorts, and efficiency metrics.
  • Action tracker table embedded in the dashboard.

Tips

  • Keep traffic-light rules aligned with guardrail-scorecard to avoid confusion.
  • Embed command links (monitor, inspect, build) so reviewers can dive deeper.
  • Snapshot dashboards before/after remediation to track improvement.

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