Strategy & Analytics — Templates

Templates owned by the Strategy & Analytics service line. Client instances belong under knowledge/clients/{client}/resources/.

TemplatePurposeLink
Dashboard specificationCanonical 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 filtersdashboard-specification-template.md

How to use

  1. Copy dashboard-specification-template.md to knowledge/clients/{client}/resources/{client}-{domain}-dashboard-spec.md.
  2. 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).
  3. Filled example (not a fork of the template): LMNT — Retail & POS — dashboard spec.
  4. Use the dashboard-spec-grill skill when context is unclear.
  5. Open a PR when the spec is in stakeholder review so the repo is the version-of-record.