$npx -y skills add product-on-purpose/pm-skills --skill measure-dashboard-requirementsSpecifies what questions a dashboard must answer and the metrics, visualizations, filters, and data sources it needs, so data teams build something that informs decisions rather than displaying numbers. Use when requesting a dashboard or formalizing ad-hoc reporting. For the even
| 1 | <!-- PM-Skills | https://github.com/product-on-purpose/pm-skills | Apache 2.0 --> |
| 2 | # Dashboard Requirements |
| 3 | |
| 4 | A dashboard requirements document specifies what questions a dashboard should answer, what metrics it displays, and how data should be visualized. Clear requirements help data teams build dashboards that actually inform decisions rather than just displaying numbers. |
| 5 | |
| 6 | ## When to Use |
| 7 | |
| 8 | - When requesting a new dashboard from data/analytics teams |
| 9 | - To define KPI tracking for a product, feature, or team |
| 10 | - When formalizing ad-hoc reporting into a persistent dashboard |
| 11 | - Before quarterly planning to specify what visibility you need |
| 12 | - When onboarding stakeholders who need self-serve analytics |
| 13 | |
| 14 | ## When NOT to Use |
| 15 | |
| 16 | - You need the event tracking that feeds dashboards -> use `measure-instrumentation-spec`; instrument first, visualize second |
| 17 | - You are designing an experiment readout, not a standing dashboard -> use `measure-experiment-design` and `measure-experiment-results` |
| 18 | - You want OKR progress scored at cycle close -> use `measure-okr-grader` |
| 19 | - The questions the dashboard should answer are not yet agreed -> frame outcomes first with `foundation-okr-writer` or `define-problem-statement` |
| 20 | |
| 21 | ## Instructions |
| 22 | |
| 23 | When asked to specify dashboard requirements, follow these steps: |
| 24 | |
| 25 | 1. **Define the Purpose** |
| 26 | Start with the questions this dashboard should answer, not the charts it should show. What decisions will this dashboard inform? A dashboard without clear purpose becomes a vanity metrics display. |
| 27 | |
| 28 | 2. **Identify the Audience** |
| 29 | Specify who will use this dashboard, how often, and in what context. An executive weekly review has different needs than a team's daily standup board. |
| 30 | |
| 31 | 3. **Specify Key Metrics** |
| 32 | For each metric, document: name, business definition (in plain language), calculation formula, data source, and baseline/target values. Ambiguous metrics lead to misaligned dashboards. |
| 33 | |
| 34 | 4. **Design Visualizations** |
| 35 | Recommend chart types based on what the data should communicate. Time trends need line charts; comparisons need bar charts; compositions need pie/treemaps. Include dimension breakdowns. |
| 36 | |
| 37 | 5. **Define Filters and Segments** |
| 38 | Specify what drill-downs users need: date ranges, user segments, product areas, geographic regions. Anticipate the "slice and dice" questions users will ask. |
| 39 | |
| 40 | 6. **Document Data Sources** |
| 41 | Identify where data comes from and any known data quality issues. Note latency requirements.does the dashboard need real-time data or is daily refresh sufficient? |
| 42 | |
| 43 | 7. **Set Permissions and Access** |
| 44 | Determine who can view what. Some metrics may need restricted access. Consider both security requirements and organizational politics. |
| 45 | |
| 46 | ## Output Format |
| 47 | |
| 48 | Use the template in `references/TEMPLATE.md` to structure the output. A complete spec fills every template section: Overview; Purpose and Questions; Audience; Key Metrics; Visualization Specifications; Filters and Segments; Data Sources; Access and Permissions; Alerts and Thresholds; Acceptance Criteria; Open Questions; and Appendix. |
| 49 | |
| 50 | ## Quality Checklist |
| 51 | |
| 52 | Before finalizing, verify: |
| 53 | |
| 54 | - [ ] Purpose is framed as questions to answer, not charts to build |
| 55 | - [ ] All metrics have clear definitions and calculation formulas |
| 56 | - [ ] Data sources are identified and accessible |
| 57 | - [ ] Visualization choices match the type of insight needed |
| 58 | - [ ] Filters enable the drill-downs users will want |
| 59 | - [ ] Refresh frequency matches decision-making cadence |
| 60 | |
| 61 | ## Examples |
| 62 | |
| 63 | See `references/EXAMPLE.md` for a completed example. |