# Revenue Health Dashboard

> Visualization blueprint for revenue KPIs, guardrails, and action callouts.

Visualization blueprint for revenue KPIs, guardrails, and action callouts.

- Page: https://ss33.ai/skills/gtmagents/revenue-health-dashboard-72023515952
- Publisher: gtmagents
- Category: [Finance & Markets](https://ss33.ai/skills/category/finance-and-markets-gri5ar) › [Business & freelance finances](https://ss33.ai/skills/category/finance-and-markets-gri5ar/business-and-freelance-finances-l8tv99)
- License: Apache-2.0
- Source: https://github.com/gtmagents/gtm-agents/blob/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/revenue-analytics/skills/revenue-health-dashboard/SKILL.md

## Skill

SKILL.md: https://ss33.ai/api/v1/ss33/download/gtmagents/revenue-health-dashboard-72023515952

# Revenue Health Dashboard Skill

## When to Use
- Summarizing bookings, pipeline, retention, and efficiency metrics in one place.
- Creating weekly/monthly revenue review packs with consistent layout.
- Highlighting guardrail breaches and ownership for remediation.

## Framework
1. **KPI Stack** – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback.
2. **Segmentation Layer** – tabs for region, segment, product, channel.
3. **Guardrail Banner** – visual cues for breached vs healthy thresholds.
4. **Insight Tiles** – annotate root cause, owner, and next action per issue.
5. **Drill Links** – tie charts to deeper dashboards or command outputs.

## Templates
- Executive summary slide with KPI dials + traffic lights.
- Detail view for pipeline vs target, retention cohorts, and efficiency metrics.
- Action tracker table embedded in the dashboard.

## Tips
- Keep traffic-light rules aligned with `guardrail-scorecard` to avoid confusion.
- Embed command links (monitor, inspect, build) so reviewers can dive deeper.
- Snapshot dashboards before/after remediation to track improvement.

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