Finance Build Dashboard Skill

Turns a clean dataset into a single self-contained interactive HTML executive dashboard.

Finance / Reportingfinancereporting
by AgentVoltv1.0.0Published 1y ago1 install
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Before & after

Same prompt, same agent — the only difference is the skill.

PromptTurn my sales data into an interactive dashboard
Beforegeneric AI agent
You can create a dashboard to visualize sales data. You'll need to organize your data first, then choose how to represent it visually - charts, tables, that sort of thing. You could use various tools and frameworks depending on your technical setup. It might be helpful to think about who's viewing it and what decisions they need to make. Dashboards can range from simple to quite complex.
Afterwith Finance Build Dashboard Skill
INTERACTIVE SALES DASHBOARD (HTML/CSV-driven)

FILE STRUCTURE:
→ Single HTML file (self-contained, no server required)
→ CSV data embedded or loaded from URL
→ Shareable via email or link
→ Works offline after first load
→ Browser compatibility: Chrome, Safari, Firefox (ES6)

KPI CARDS (Top of dashboard):

1. TOTAL REVENUE (Current Month)
→ Value: $487,234
→ Change: +12 percent vs prior month (green up arrow)
→ Target: $500,000 (92 percent to goal)
→ Trend sparkline: 12-month history

2. PIPELINE VALUE (Opportunities)
→ Value: $2.1M
→ By stage: Qualified 45%, Demo 30%, Negotiation 25%
→ Variance: $180k below forecast

3. AVERAGE DEAL SIZE
→ Value: $47,850
→ +8 percent vs 12-month average
→ Top customer segment: Enterprise (size: $125k avg)

4. CLOSE RATE
→ Value: 28 percent
→ vs industry benchmark 22 percent (exceeding)
→ Conversion by source: Inbound 35%, Outbound 22%

5. SALES CYCLE LENGTH
→ Value: 47 days (avg)
→ vs 60-day target (beating forecast)

FILTERS (interactive, multi-select):
→ Date range: Custom calendar picker (default: current month)
→ Salesperson: Dropdown with all reps (select multiple)
→ Region: North, South, East, West, International
→ Product: SaaS, Consulting, Support, Licenses
→ Deal stage: Prospecting, Qualified, Demo, Negotiation, Won, Lost
→ Revenue band: Custom range slider (e.g., $10k-$100k)

YEAR-OVER-YEAR COMPARISON:
→ Chart: Revenue by month (current year vs prior year, overlaid)
→ Interaction: Hover shows exact values and percent change
→ Export: Download comparison as CSV

DETAIL TABLE (sortable, paginated):
→ Columns: Salesperson, Customer, Product, Amount, Stage, Close Date, Days Open, Probability
→ Sortable: Click column header to sort ascending/descending
→ Filterable: Input boxes under headers for text search
→ Pagination: 50 rows per page; jump to page via dropdown
→ CSV export: "Download" button exports filtered view

FORMULAS (calculated in browser):
→ YoY percent change = (current - prior) / prior * 100
→ Weighted pipeline = SUM(amount * probability / 100) by stage
→ Average close time = SUM(days_open) / deal_count
→ Forecast accuracy = actual_closed / forecast_closed

DESIGN:
→ Color palette: Green (positive variance), Red (negative), Gray (neutral)
→ Responsive: Stacks on mobile; 2-column on tablet; 3-column on desktop
→ Print-friendly: Remove filters, fit KPIs to single page
→ Dark mode toggle: Respects system preference (prefers-color-scheme)

About this skill


name: finance-build-dashboard description: Use when Turns a clean dataset into a single self-contained interactive HTML executive dashboard.

Finance Build Dashboard Skill

Produces a shareable HTML file with KPI cards, charts, and a sortable detail table, all driven by filters with year-over-year comparisons computed inside the file, no server or external connection needed.

What you get

  • Available in the official data plugin
  • outputs one portable HTML file.

Customize your output

  • Point it at your own workbooks/datasets and adapt the output structure to your reporting standards.

Example output

A hospital-performance dashboard with 5 KPIs, filters, and dynamic charts.

Best for

FP&A, finance ops, and business stakeholders.

SKILL.md preview

SKILL.md
---
name: finance-build-dashboard
description: Use this skill when a clean dataset needs to become a single self-contained interactive HTML executive dashboard with KPI cards, charts, and a sortable detail table.
version: 1.0.0
category: Finance / Reporting
author: AgentVolt
license: proprietary
tags:
  - finance
  - reporting
  - flagship
---

# Finance Build Dashboard Skill

Turns a dataset into a single-file HTML dashboard with KPI cards, charts, filters, and year-over-year comparisons computed client-side.

## When to use

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