Business Intelligence Agent Skill

Business intelligence

Most organizations have too many dashboards and too little insight. The two are related: when

everything is measured, nothing is watched.

Start from the decision

Every report answers one question for one audience who can act on it. Before building, name the

decision it informs and what a viewer would do differently based on it.

If nothing would change, do not build it. That single filter removes most dashboard requests, and

the ones surviving it get used.

Metric trees

Structure metrics as a tree, not a list. One primary outcome at the top, decomposed into the drivers

that mathematically produce it, each decomposed again.

Revenue = customers × average value. Customers = new + retained. New = traffic × conversion. And so

on.

This does two things a metric list cannot: when the top number moves, you can walk down to find

*where*; and it makes clear which metrics are levers and which are outcomes. Teams should be

measured on levers they control, not on outcomes they influence.

Dashboard design

• One screen, one question. Scrolling dashboards are several dashboards that were not separated.
• Lead with the answer — the primary number, its comparison, and whether that is good. A number

with no comparison is not information.

• Comparison always: prior period, target, or cohort. Choose deliberately, because each tells a

different story.

• Say what "good" is. A viewer who cannot tell whether 4.2% is good will not act.
• Annotate the anomalies. The spike everyone asks about should carry its explanation, or you

will explain it every month.

• Cut the rest. Charts nobody uses cost attention on every visit and make the useful ones harder

to find.

Self-serve

Self-serve works when the semantic layer is trustworthy and the questions are anticipated. It fails

when people are handed raw tables and left to define metrics themselves — that produces confident

wrong answers, which is worse than a queue.

Give governed metrics, curated datasets, and templates for common questions. Keep the raw layer for

analysts.

Trust

Reporting nobody trusts is not used, and trust is lost far faster than it is rebuilt. Protect it by

showing freshness on every dashboard, surfacing failures rather than serving stale data silently, and

reconciling against the system of record for anything financial.

When a number is wrong, say so prominently and fast. Quietly correcting it is how a team learns to

check every figure by hand.

Maintenance

Dashboards accumulate. Review usage periodically and retire what nobody opens — with a notice period,

since the one person using it may be using it for something important.