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Skill

dr-dashboard

@datarails Updated 2026-09-22

Executive KPI dashboard — a ONE-MONTH metrics snapshot for the latest closed month (not real-time; the in-progress month is excluded) — Excel dashboard + single-slide PowerPoint one-pager. For a full-fiscal-year narrative deck use insights; for a year-long analysis workbook use intelligence; for a raw data export use extract.

Install

With your agent

Install OMGSkills skill "datarails/dr-claude-code-plugins-re:skills/dashboard" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.

Manual command

git clone https://github.com/Datarails/dr-claude-code-plugins-re /tmp/dr-claude-code-plugins-re && ln -s /tmp/dr-claude-code-plugins-re/skills/dashboard ~/.claude/skills/dr-dashboard

From README

Executive KPI Dashboard Generate executive KPI monitoring dashboards for the latest closed month. Creates both Excel dashboards (for analysis) and PowerPoint one-pagers (for meetings). Excel Context — Routing Preamble Before any data pull, establish whether this skill is running in a live Excel context (Claude for Excel with the Datarails Add-In loaded) and route accordingly. Detect — never infer from the user's wording. A sheet list containing dragent means the add-in is loaded. Confirm with the agent.getsession probe, which you run by executing Office.js through the executeofficejs tool (see the Excel Context Contract in CLAUDE.md, §Transport) — it is not an MCP tool and has no MCP equivalent. A failed probe is a normal detection result, not an error: it means "no bridge here", which is the expected outcome in Claude Code.