analytics-dashboard-design

analytics-dashboard-design is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 38 tokens per session (2,840 once invoked), scanned A, original, Apache-2.0.

Guidance for designing and fixing CRM Analytics dashboards, which are interactive screens that show business data from Salesforce. It covers charts, filters, dashboard interactions, and layouts for mobile devices.

In plain words
What is it for?
Use it to build or troubleshoot CRM Analytics dashboards, configure cross-chart filtering, change measures or groupings dynamically, and adapt layouts for phones.
Why use it?
It helps prevent dashboards from showing incorrect results when filters or linked data controls change what a chart displays. It also helps choose suitable charts and make dashboards easier to use.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to build or troubleshoot CRM Analytics dashboards, configure cross-chart filtering, change measures or groupings dynamically, and adapt layouts for phones.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/analytics-dashboard-design
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill analytics-dashboard-design
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for analytics-dashboard-design

README.md
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Your own site
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Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for analytics-dashboard-design

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/analytics-dashboard-design"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/analytics-dashboard-design.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,840 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00038 $0.02840
Opus 5 $0.00019 $0.01420
Sonnet 5 $0.00008 $0.00568
Haiku 4.5 $0.00004 $0.00284

Measured 8d ago against content hash 0de4610f83c9, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

analytics-dashboard-design scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_analytics_dashboard_design.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/analytics-dashboard-design/SKILL.md · 203 lines

How it starts

The opening of the file, as written. The whole thing — 203 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM Analytics Dashboard Design

This skill activates when a practitioner needs to design, configure, or troubleshoot CRM Analytics dashboards — including chart type selection, cross-widget filtering via faceting or bindings, dynamic measure/grouping changes, and mobile layout. It specifically covers the columnMap issue that causes charts to silently show wrong data when bindings are used.


Before Starting

Gather this context before working on anything in this domain:

  • Identify datasets in use: Know whether the dashboard will reference one dataset or multiple. Single-dataset dashboards can use faceting for filtering. Cross-dataset dashboards must use bindings. This is a fundamental design decision that affects the entire dashboard architecture.
  • Most critical anti-pattern: When using a binding to dynamically change the measure or grouping field of a chart, the static columnMap in the dashboard JSON must be replaced with an empty columns array. If the columnMap remains static, the chart silently renders data mapped to the old column names regardless of what the binding changes. This is the most common invisible bug in dynamic CRM Analytics dashboards.
  • Mobile layout is separate: Mobile layout in CRM Analytics is a distinct Designer mode that must be explicitly configured. Widgets do not automatically reflow for mobile — the admin must switch to mobile mode and re-arrange the canvas.

Core Concepts

Two Interaction Mechanisms: Faceting vs. Bindings

CRM Analytics dashboards have two mechanisms for connecting widget interactions:

  • Faceting: When a user clicks on a chart element (a bar, a pie slice, etc.), faceting automatically applies that selection as a filter to all other widgets on the dashboard that share the same dataset. Faceting is configured per-widget (enable facet) and works entirely within a single dataset — it cannot cross dataset boundaries. Faceting is simple to set up and covers most single-dataset dashboard use cases.

Read the full file on GitHub · 203 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 203 lines · 38 tokens per session scan A 0de4610f83c9

Subscribe to this mod's changes

analytics-dashboard-design is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 38 tokens to every session and 2,840 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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