orbit-client-360

Aggregate active Orbit project data into an interactive HTML client dashboard.

Updated Mar 15, 2026
One-click install
npx skills add https://github.com/huebnermarketing/WLIQ-Skills --skill orbit-client-360
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: orbit-client-360
Source: https://github.com/huebnermarketing/WLIQ-Skills/tree/main/skills/orbit-client-360
Command: npx skills add https://github.com/huebnermarketing/WLIQ-Skills --skill orbit-client-360

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill provides a comprehensive, aggregated view of a client's status across all their active projects, consolidating critical information into a single, interactive dashboard. It eliminates the need to manually check multiple project boards or reports, saving significant time for pre-meeting preparation and high-level oversight.

Core Features & Use Cases

  • Aggregated Project Health: View the status (Healthy, At Risk, Blocked) of all active projects for a given client.
  • Task & Assignee Breakdown: See total tasks, open tasks, and assignee workload across all projects.
  • Overdue & Risk Identification: Quickly spot overdue projects and tasks, and identify projects that are at risk due to unassigned work or nearing quoted hour limits.
  • Interactive Dashboard: Generates an HTML artifact with sortable tables, charts, and clear visual indicators for easy comprehension.
  • Use Case: Before a client call, use this skill to get a complete picture of all ongoing work, potential issues, and recent progress for that client.

Quick Start

Use the orbit-client-360 skill to get a 360° overview for the client "Acme Corp".

Frequently Asked Questions about orbit-client-360

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

FAQPage Schema
How do I generate a client overview dashboard across multiple projects?

To generate a client overview dashboard, you aggregate active project data into an interactive HTML artifact. This consolidates project summaries, task lists, assignee workloads, and health scores into a single 360° view.

What's the best way to prepare for an account review with cross-project status updates?

The best way to prepare for an account review is to generate a 360° client overview. This aggregates all active project data, highlighting overdue tasks, risk identification, and assignee breakdowns for high-level visibility.

Can I see project health scores and overdue tasks for a specific client in one report?

Yes, you can see project health scores and overdue tasks in one report. The generated interactive HTML artifact aggregates data across all active projects, providing visual indicators for healthy, at-risk, or blocked statuses.

Do I need Orbit MCP tools to pull project and task data for client reporting?

Yes, you need Orbit MCP tools to pull project and task data for client reporting. These tools are required to retrieve the underlying project summaries and task lists needed to render the 360° client overview dashboard.

How does cross-project team visibility work for client engagements?

Cross-project team visibility works by aggregating assignee breakdowns and task workloads across all active projects for a specific client. This consolidated view is rendered as an interactive HTML artifact for director-level oversight.