dr-dashboard

Executive KPI Dashboard

Generate real-time KPI monitoring dashboards for executive teams.

Creates both Excel dashboards (for analysis) and PowerPoint one-pagers (for meetings).

Arguments

Argument	Description	Default
--period <YYYY-MM>	Month to dashboard for	Current month
--output-xlsx <file>	Excel output path	tmp/Executive_Dashboard_TIMESTAMP.xlsx
--output-pptx <file>	PowerPoint output path	tmp/Dashboard_OnePager_TIMESTAMP.pptx

Key Metrics Included

Growth & Revenue:

• ARR (Annual Recurring Revenue)
• Revenue
• MoM/QoQ growth rates

Health & Efficiency:

• Churn rate (%)
• LTV (Lifetime Value)
• CAC (Customer Acquisition Cost)

Operational:

• Burn rate (monthly)
• Runway (months of cash)
• Burn multiple

Custom Metrics: Any KPI in your data (adapts to profile)

Datarails Brand Styling

When generating Excel or PowerPoint files, apply Datarails brand styling:

Font: Poppins (fall back to Calibri if unavailable). Weights: 400 regular, 600 semibold, 700 bold.

Colors:

Role	Hex	Use
Navy	0C142B	Header/banner background
Main text	333333	Primary text
Secondary	6D6E6F	Muted/subtitle text
Border	9EA1AA	Cell borders
Section bg	F2F2FB	Section header / row header background (lavender)
Input bg	EAEAFF	Editable/input cell background
Input text	4646CE	Editable cell text (indigo)
Favorable	2ECC71	Positive variance / good KPI delta
Unfavorable	E74C3C	Negative variance / bad KPI delta
Chart 1	0C142B	Actuals (navy)
Chart 2	F93576	Budget (hot pink)
Chart 3	00B4D8	Teal
Chart 4	FFA30F	Amber

Excel layout:

• Content starts at column B (column A is a narrow gutter)
• Rows 1-6: header banner with navy background, white title text, white subtitle
• Gridlines OFF. Freeze panes at B7.
• Footer as last row with generation date
• Every cell must have font, fill, alignment, and number format set

Number formats: _(* #,##0_);_(* (#,##0);_(* "-"_);_(@_) (default), $#,##0 (dollars), $#,##0.0,,"M" (millions), 0.0% (percent)

Variance coloring: Any cell showing a delta/change: green (2ECC71) if favorable, red (E74C3C) if unfavorable. Apply automatically based on value sign and metric context.

PowerPoint: Navy (0C142B) background, 16:9 widescreen, Poppins font, white text, amber (FFA30F) accent lines, card backgrounds 001F37.

DR.GET Formulas — Authoring Contract

If asked to add live / refreshable Datarails formulas (DR.GET) to a generated workbook, the only valid form is:

=DR.GET(Value, "[DimensionName]", CellRef, "[DimensionName]", CellRef, ...)

• Never transliterate an MCP/API call into a formula. DR.GET takes no table, field, or aggregation arguments — =DR.GET(Value,"financials","Amount","SUM",...) is invented syntax that the Datarails Add-in cannot parse or refresh.
• Dimension names go in square brackets inside quotes ("[Scenario]"). Dimension values are always cell references, never hardcoded strings.
• Date cells referenced by formulas hold end-of-month date serials computed from the calendar — never raw epoch timestamps from API responses (epochs land a day early with a time component and never match).
• Before writing any formula, create the workbook-scoped defined name Value referring to the string constant "Value" (wb.defined_names.add(DefinedName("Value", attr_text='"Value"'))) — otherwise Excel autocorrects the bare token to its built-in VALUE() and the formula breaks.
• Bare =DR.GET(...) only — never wrapped in IFERROR/IF/ROUND.

The get-formula skill (/dr-get-formula) is the full reference — parameter cells, validated dimension values, report layouts. Prefer it for whole formula workbooks; apply this contract when adding DR.GET formulas to a workbook here.

Output

Excel Dashboard

• Summary sheet with top KPIs
• All Metrics sheet with complete list
• Current values
• Status indicators (✅ or ⚠️)

PowerPoint One-Pager

• Single professional slide
• Top metrics in boxes
• Color-coded for quick scanning
• Generated timestamp
• Perfect for executive team syncs

Examples

Generate current month dashboard

/dr-dashboard

Output:

📊 Generating dashboard for 2026-02...
  📈 Fetching KPI metrics...
  📊 Calculating trends...
  📋 Generating Excel dashboard...
  🎯 Generating PowerPoint one-pager...

✅ Dashboard generated successfully

==================================================
EXECUTIVE DASHBOARD
==================================================
Period: 2026-02
Metrics: 7

Outputs:
  Excel: tmp/Executive_Dashboard_2026-02-03_143022.xlsx
  PowerPoint: tmp/Dashboard_OnePager_2026-02-03_143022.pptx
==================================================

Specific month

/dr-dashboard --period 2025-12

With custom locations

/dr-dashboard \
  --output-xlsx reports/dashboard.xlsx \
  --output-pptx reports/dashboard.pptx

Use Cases

Daily Executive Sync

/dr-dashboard  # Use PowerPoint for standup

Weekly Team Update

# Share Excel for details, PowerPoint for overview
/dr-dashboard

Monthly Board Package

# Generate for month-end
/dr-dashboard --period 2026-01

Investor Demo

# Professional one-pager
/dr-dashboard --output-pptx investors_dashboard.pptx

Performance

• Generation: <2 minutes
• Real-time KPI data
• Scales to 100+ metrics
• Efficient aggregation

Color Coding

• ✅ Green - Positive metrics (high revenue, low churn)
• ⚠️ Yellow - Needs attention (rising burn, declining growth)
• 🔴 Red - Critical (low runway, high churn)

Features

Excel Dashboard:

• Sortable data
• Easy drill-down
• Print-friendly
• Shareable format

PowerPoint One-Pager:

• Executive-ready
• Meeting-ready (1 slide)
• Branded template
• Easy to share

Automated Updates

Schedule weekly updates:

# Every Monday at 8 AM
0 8 * * 1 /dr-dashboard \
  --output-pptx reports/weekly_dashboard.pptx

Integration

Works with:

• /dr-insights - Understand why metrics changed
• /dr-reconcile - Validate KPI accuracy
• /dr-anomalies-report - Check data quality
• /dr-extract - Get latest data

Related Skills

• /dr-insights - Detailed trend analysis
• /dr-reconcile - Validate KPI accuracy
• /dr-anomalies-report - Check data quality
• /dr-forecast-variance - Forecast vs actual