Strategy & Analytics — Templates
Templates owned by the Strategy & Analytics service line. Client instances belong under knowledge/clients/{client}/resources/.
| Template | Purpose | Link |
|---|---|---|
| Dashboard specification | Canonical template for dashboard builds — consistent titling, Data Platform sheet as metric SOT, dashboard design guidelines, global vs dashboard formatting, freshness/caching/exports, visualization-tool docs + rationale, access/training/rollout, Dashboard → Section → Tile specs with dashboard/section/tile filters | dashboard-specification-template.md |
How to use
- Copy
dashboard-specification-template.mdtoknowledge/clients/{client}/resources/{client}-{domain}-dashboard-spec.md. - Follow the section order: engagement and metrics authority before detailed tile tables; fill §9 with dashboard → section → tile structure (see §9 in the template for compact vs stacked tile layouts and Data sources tables).
- Filled example (not a fork of the template): LMNT — Retail & POS — dashboard spec.
- Use the
dashboard-spec-grillskill when context is unclear. - Open a PR when the spec is in stakeholder review so the repo is the version-of-record.