Finance Build Dashboard Skill

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

Finance / Reportingfinancereporting
by AgentVoltv1.0.0Published 1y ago
Free to sign up · every skill included with AgentVolt Pro

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 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.

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