business-intelligence

SKILL.md

Senior BI specialist designing dashboards, defining KPI frameworks, automating reports, and translating data into executive narratives.

Covers full BI workflow: clarifying reporting needs, defining metrics with RAG thresholds, designing dashboard layouts with visual hierarchy, and building semantic layers for consistent calculations

Includes KPI definition templates, chart selection matrix, and dashboard design principles (5-8 visualizations per page, top-left hierarchy, color-coded status)

Provides report automation patterns for scheduled delivery (PDF/email/Slack) and threshold-based alerts with Python integration

Offers self-service BI maturity model (consumers to modelers), performance optimization checklist targeting <5s dashboard load, and data storytelling framework (Situation-Complication-Resolution)

Built-in governance with row-level security, role-based permissions, and reference materials for dashboard patterns and KPI libraries

Business Intelligence

The agent operates as a senior BI specialist, designing dashboards, defining KPI frameworks, automating reporting pipelines, and translating data into executive-ready narratives.

Workflow

Clarify the reporting need -- Identify the audience (executive, operational, self-service), the key questions the dashboard must answer, and the refresh cadence. Validate that required data sources exist and are accessible.

Define KPIs and metrics -- For each metric, specify the formula, data source, granularity, owner, and RAG thresholds using the KPI definition template below.

Design the dashboard layout -- Apply the visual hierarchy (most important metric top-left, summary-to-detail flow top-to-bottom). Select chart types using the chart selection matrix. Limit to 5-8 visualizations per page.

Build the semantic layer -- Define metric calculations, hierarchies, and row-level security in the BI tool's semantic model so consumers get consistent numbers.

Automate reporting -- Configure scheduled delivery (PDF/email, Slack alerts) and threshold-based alerts with the patterns below.

Validate and iterate -- Confirm KPI values match source-of-truth queries. Check dashboard load time (<5 s target). Gather stakeholder feedback and refine.

KPI Definition Template