Purpose
Ensure analytics and design have a shared blueprint before building dashboards, reducing iteration and aligning on data storytelling.
Pre-run Checklist
- •✅ Gather stakeholder requirements and success metrics.
- •✅ Review existing dashboards or reports serving similar needs.
- •✅ Confirm data availability and latency expectations.
Invocation Guidance
bash
codex run --skill delivery.dashboard_brief \
--vars "audience={{audience}}" \
"decisions={{decisions}}" \
"data_sources={{data_sources}}" \
"design_language={{design_language}}"
Recommended Input Attachments
- •Sample dashboards or inspiration references.
- •Data dictionary or metric catalog extracts.
- •UX research on stakeholder workflows.
Claude Workflow Outline
- •Summarize audience, decisions, and context.
- •Define dashboard objectives, success metrics, and narrative flow.
- •Detail data sources, transformations, and quality considerations.
- •Recommend visualization choices mapped to user questions.
- •Outline collaboration plan, milestones, and review cadence.
Output Template
code
## Dashboard Brief ### Audience & Decisions - Audience: - Key Decisions: ### Narrative Flow 1. Context 2. Explore 3. Act ### Data Requirements | Source | Metric | Transformation | Quality Checks | Owner | | --- | --- | --- | --- | --- | ### Visualization Outline | Section | Visual Type | Purpose | Notes | | --- | --- | --- | --- | ### Collaboration Plan - Milestones: - Feedback Rituals: - Open Questions:
Follow-up Actions
- •Create build tasks for analytics engineering and design.
- •Validate data quality before stakeholder preview.
- •Schedule enablement session to walk through the dashboard story.