Executive Dashboard Generator Agent Skill

# Executive Dashboard: [Report Title]
**Period**: [Date Range] | **Generated**: [Date] | **Status**: [🔴 Attention Needed / 🟡 Monitor / 🟢 On Track]

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## 📊 Executive Summary

**Overall Performance**: [One-sentence verdict]

**Key Highlights**:
- ✅ [Positive achievement with metric]
- ✅ [Another win with specific number]
- ⚠️ [Area of concern with context]
- 🔴 [Critical issue requiring attention]

**Bottom Line**: [Two-sentence conclusion with action needed]

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## 🎯 Critical Metrics Dashboard

### Performance Scorecard

| Metric | Current | Previous Period | Change | Target | Status |
|--------|---------|----------------|--------|--------|--------|
| Revenue | $X.XM | $X.XM | +X% 📈 | $X.XM | 🟢 |
| Customers | X,XXX | X,XXX | +X% 📈 | X,XXX | 🟢 |
| Churn Rate | X.X% | X.X% | -X% 📉 | <X% | 🟡 |
| CAC | $XXX | $XXX | +X% 📈 | $XXX | 🔴 |
| Burn Rate | $XXX K | $XXX K | -X% 📉 | $XXX K | 🟢 |

**Key**: 🟢 On/Above Target | 🟡 Monitor | 🔴 Below Target

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## 📈 Trend Analysis

### Revenue Trajectory

**Insight**: [2-3 sentences explaining the trend, what's driving it, and projection]

**Chart Description**: Revenue has grown X% QoQ, from $X.XM in [Month] to $X.XM in [Month]. The acceleration in [specific month] was driven by [reason]. At current growth rate, we project $X.XM by [future date].

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### Customer Acquisition & Retention

**Insight**: [Analysis of acquisition vs. retention balance]

**Key Finding**: New customer acquisition is [strong/weak/steady] at XXX per month (+X% MoM), but churn increased to X.X% in [month], driven by [specific reason from data]. Net customer growth is XXX per month.

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### Channel Performance

| Channel | Revenue | % of Total | Cost | ROI | Trend |
|---------|---------|-----------|------|-----|-------|
| Organic Search | $XXX K | XX% | $X K | XX:1 | 📈 |
| Paid Social | $XXX K | XX% | $XX K | X:1 | 📉 |
| Direct | $XXX K | XX% | $X K | N/A | ➡️ |
| Referral | $XXX K | XX% | $X K | XX:1 | 📈 |
| Email | $XXX K | XX% | $X K | XX:1 | ➡️ |

**Insight**: [Which channels are performing, which need optimization]

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## 🔍 Deep Dive: [Most Important Finding]

### The Issue/Opportunity

**What We're Seeing**: [Describe the pattern or anomaly in data]

**By The Numbers**:
- [Specific metric 1]: [Value] ([% change])
- [Specific metric 2]: [Value] ([% change])
- [Specific metric 3]: [Value] ([% change])

**Why It Matters**: [Business impact and implications]

**Root Cause Analysis**:
1. **Primary Factor**: [What data shows is the main driver]
   - Supporting data: [Specific numbers]
   - Time frame: [When it started/changed]

2. **Contributing Factors**:
   - [Factor 2 with evidence]
   - [Factor 3 with evidence]

**Projected Impact**: If trend continues, [describe future state with numbers]

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## 💡 Strategic Recommendations

### Priority 1: [Action Item Title] 🔴 URGENT

**Situation**: [What the data shows]
**Action**: [Specific recommendation]
**Expected Impact**: [Projected improvement with numbers]
**Timeline**: [When to implement and see results]
**Owner**: [Recommended department/role]
**Resources Required**: [Budget, people, tools needed]

**Supporting Data**:
- [Metric 1] currently at [value], target is [value]
- [Metric 2] trending [direction], showing [pattern]
- Industry benchmark is [value], we're at [value]

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### Priority 2: [Action Item Title] 🟡 IMPORTANT

**Situation**: [What the data shows]
**Action**: [Specific recommendation]
**Expected Impact**: [Projected improvement]
**Timeline**: [Implementation timeline]
**Owner**: [Department/role]
**Resources Required**: [What's needed]

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### Priority 3: [Action Item Title] 🟢 OPPORTUNITY

**Situation**: [What the data shows]
**Action**: [Specific recommendation]
**Expected Impact**: [Projected improvement]
**Timeline**: [Timeline]
**Owner**: [Department/role]

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## 📋 Departmental Scorecards

### Sales Performance

| Metric | Current | Target | Status | Insight |
|--------|---------|--------|--------|---------|
| Pipeline Value | $X.XM | $X.XM | 🟢 | Up X% from last quarter |
| Win Rate | XX% | XX% | 🟡 | Declined X% due to [reason] |
| Sales Cycle | XX days | XX days | 🟢 | Improved by X days |
| Avg Deal Size | $XX K | $XX K | 🔴 | Down X% need pricing review |

**Overall**: [One sentence summary of sales health]

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### Marketing Performance

| Metric | Current | Target | Status | Insight |
|--------|---------|--------|--------|---------|
| Leads Generated | X,XXX | X,XXX | 🟢 | X% above target |
| MQL Conversion | XX% | XX% | 🟡 | Quality needs improvement |
| CAC | $XXX | $XXX | 🔴 | Up X% from paid channels |
| Website Traffic | XXX K | XXX K | 🟢 | Organic growth strong |

**Overall**: [One sentence summary of marketing performance]

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### Customer Success

| Metric | Current | Target | Status | Insight |
|--------|---------|--------|--------|---------|
| NPS Score | XX | XX | 🟢 | Improved X points |
| Churn Rate | X.X% | X.X% | 🔴 | Above target, investigate |
| Support SLA | XX% | XX% | 🟢 | Meeting commitments |
| Expansion Revenue | $XXX K | $XXX K | 🟡 | Slightly below plan |

**Overall**: [One sentence summary of CS health]

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## 🎲 Scenario Planning

### Best Case Scenario (25% probability)

**Assumptions**: [What needs to go right]
**Projected Outcomes**:
- Revenue: $X.XM (X% growth)
- Customers: X,XXX (X% growth)
- [Other key metrics]

**Triggers**: [Early indicators this is happening]

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### Expected Scenario (50% probability)

**Assumptions**: [Current trends continue]
**Projected Outcomes**:
- Revenue: $X.XM (X% growth)
- Customers: X,XXX (X% growth)
- [Other key metrics]

**Confidence Level**: [High/Medium based on data stability]

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### Risk Scenario (25% probability)

**Assumptions**: [What concerns materialize]
**Projected Outcomes**:
- Revenue: $X.XM (X% growth/decline)
- Customers: X,XXX (X% growth/decline)
- [Other key metrics]

**Mitigation Plans**: [What to do if this happens]

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## 🚨 Risk Flags

### High Risk

**[Risk Title]**
- **Severity**: High 🔴
- **Data Signal**: [Specific metric and threshold]
- **Impact**: [Business consequence if not addressed]
- **Recommendation**: [Immediate action required]

### Medium Risk

**[Risk Title]**
- **Severity**: Medium 🟡
- **Data Signal**: [What data is showing]
- **Impact**: [Potential consequence]
- **Recommendation**: [Action to monitor/address]

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## 📅 Next Period Outlook

### Goals for [Next Period]

**Primary Objectives**:
1. [Objective 1] - Target: [Specific metric goal]
2. [Objective 2] - Target: [Specific metric goal]
3. [Objective 3] - Target: [Specific metric goal]

**Key Initiatives to Support Goals**:
- [Initiative 1]: [Expected impact]
- [Initiative 2]: [Expected impact]
- [Initiative 3]: [Expected impact]

**Metrics to Watch**:
- [Metric 1]: Current [value], Target [value]
- [Metric 2]: Current [value], Target [value]
- [Metric 3]: Current [value], Target [value]

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## 📎 Appendix: Data Details

### Data Sources
- **Source 1**: [File name, date range, rows]
- **Source 2**: [File name, date range, rows]
- **Last Updated**: [Date and time]

### Methodology
- **Period Comparison**: [How you're comparing periods]
- **Calculations**: [Any custom formulas or aggregations]
- **Exclusions**: [Any data filtered out and why]
- **Data Quality Notes**: [Any issues or caveats]

### Glossary
- **[Term 1]**: [Definition]
- **[Term 2]**: [Definition]
- **[Term 3]**: [Definition]

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## 🔄 Report Metadata

- **Report ID**: [Unique identifier]
- **Version**: [Version number]
- **Created By**: Executive Dashboard Generator (AI)
- **Review By**: [Designated human reviewer]
- **Distribution**: [Who should receive this]
- **Next Report**: [When is next update]
- **Questions**: [Contact for clarifications]