What does this skill do?

The Skill KPI Scorecard Generator creates a customized dashboard of key performance indicators for your company, covering sales, operations, finance, and projects. It generates a KPI map with formulas, measurement frequencies, and benchmark targets, and includes a weekly and monthly review structure so that management can anticipate problems and opportunities using real data.

First Scorecard from Scratch
Create the company's first KPI dashboard by identifying the 10–15 metrics that are truly important for each area.
Business Health Assessment
Objectively assess the state of the business when margin declines or recurring delays are detected.
Monthly Review Meetings
Prepare meetings with partners or department heads using a structured agenda based on strategic indicators.
Preparing for an Investment or Loan
Present solid, well-structured metrics when seeking funding or attracting investors.

Usage examples

📊 Comprehensive Scorecard
Create a KPI dashboard for an electronic security company with 6 employees and a monthly revenue of €280,000. Areas: sales, operations, and finance. Problem: declining profit margins and project delays.
🎯 Critical KPIs
Give me the 5 most critical KPIs for identifying why technical projects are falling behind schedule and profit margins are declining.
📅 Weekly Panel
Design a 30-minute weekly panel meeting to review operational and cash flow metrics.
📋 Data Collection
Create a data collection template that specifies where to retrieve each KPI, who is responsible for it, and where to store it in Google Sheets.

Features

Map of KPIs by Area Generate 3 to 5 essential KPIs per area, including the formula, frequency, benchmark, and type (lagging or leading).
Prioritized Critical KPIs Identify the five indicators with the greatest immediate impact based on the context and problem described, providing a strategic rationale.
30-minute weekly panel Determine which metrics to review each week, in what order, and what decisions to make based on the results.
Monthly Strategy Panel Organize the monthly meeting agenda with a focus on financial results, sales, and strategic vision.
Data Collection Template Specify the source of each metric, the person responsible for collecting it, and where it is stored in your tool of choice.

Frequently asked questions

The skill is platform-agnostic: you can set up your KPIs in Excel, Google Sheets, Notion, Power BI, or any tool you prefer.
Between 3 and 5 essential KPIs per area, based on the principle that measuring 10–15 relevant indicators is more valuable than a list of 50 metrics.
Yes. The skill tailors the KPIs to the industry, size, and areas you specify—from electronic security to imports or technical services.
No. The skill works directly within Claude Code or Cowork without the need to connect to external services.
KPI Dashboard Generator — Key Performance Indicators with Claude AI

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