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metric-dashboard

Generate structured CS metrics dashboards for weekly, monthly, quarterly, board, and CSM-performance cadences.

58|21|Updated May 15, 2026
Search Tags:#dashboard generation#portfolio health#cs metrics#retention reporting#renewal pipeline#leadership reporting#csm performance
One-click install
npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill metric-dashboard-t0ddc3by
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: metric-dashboard
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/cs-ops/skills/metric-dashboard
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill metric-dashboard-t0ddc3by

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill turns fragmented CS reporting inputs into a structured, audience-ready metrics dashboard that matches the reporting cadence and stakeholder expectations.

Core Features & Use Cases

  • Cadence-based dashboards: Weekly, monthly, quarterly, board-level, and CSM performance views with the right depth for each audience.
  • Portfolio health reporting: Consolidates health tiers, renewal pipeline views, and at-risk summaries into consistent reporting sections.
  • Retention and performance synthesis: Produces GRR/NRR-style retention reporting, sentiment/program execution indicators (when configured), and CSM performance tables gated for management review.

Quick Start

Use /cs-ops:metric-dashboard with the cadence you need (for example, run the weekly view with /cs-ops:metric-dashboard --weekly).

Frequently Asked Questions about metric-dashboard

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a customer success metrics dashboard for different reporting cadences?▼

CS metrics dashboards consolidate fragmented reporting inputs into structured, audience-ready outputs. They provide portfolio health summaries, retention performance metrics, and renewal pipeline views tailored for weekly, monthly, quarterly, board, and CSM-performance cadences.

How do I build a renewal pipeline and portfolio health summary for leadership reporting?▼

Leadership reporting consolidates health tiers, renewal pipeline views, and at-risk summaries into consistent reporting sections. This generates stakeholder-ready executive snapshots and board deck sections calibrated for leadership audiences.

Can I generate CSM performance tables gated for management review?▼

Yes, CSM performance tables are generated with confidentiality gating specifically for management-calibrated reviews. This ensures individual CSM performance data remains restricted to authorized management stakeholders during performance evaluations.

Does the dashboard generation process check retention definitions and flag stale data?▼

The dashboard generation process includes retention and ARR definition calibration checks to ensure metric accuracy. It also features data freshness and staleness flagging to identify outdated inputs before producing final reports.

What is the best way to structure board-level CS reporting with confidentiality controls?▼

The best way to structure board-level CS reporting is by applying confidentiality gating to board deck sections. This restricts sensitive data visibility while synthesizing portfolio health, retention performance, and renewal pipeline metrics for executive review.

How do I produce GRR and NRR retention reporting for quarterly stakeholder reviews?▼

You can produce GRR and NRR retention reporting by selecting the quarterly dashboard cadence. This synthesizes retention performance metrics into stakeholder-ready summaries calibrated for quarterly review audiences.

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