analytics-kpi-definition

analytics-kpi-definition is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 104 tokens per session (2,216 once invoked), scanned A, original, Apache-2.0.

A planning guide for defining key performance indicators (KPIs), meaning agreed measures used to track business progress, in CRM Analytics. It records each metric's formula, grouping fields, targets, and benchmarks before a dashboard is built.

In plain words
What is it for?
Use it to define KPI formulas, choose dimensions for grouping data, set targets and benchmarks, and maintain a shared KPI register for dashboard work.
Why use it?
It prevents teams from rebuilding dashboards after disagreeing about what a metric means or how it should be calculated. It separates agreeing on the measurement from displaying it.

Skill for Claude CodeCodex

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

Good fit Use it to define KPI formulas, choose dimensions for grouping data, set targets and benchmarks, and maintain a shared KPI register for dashboard work.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/analytics-kpi-definition
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-kpi-definition
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.

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README.md
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Per session 104 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,216 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 $0.00104 $0.02216
Opus 5 $0.00052 $0.01108
Sonnet 5 $0.00021 $0.00443
Haiku 4.5 $0.00010 $0.00222

Measured 8d ago against content hash 5c50990a75a6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

analytics-kpi-definition 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_kpi_definition.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-kpi-definition/SKILL.md · 171 lines

How it starts

The opening of the file, as written. The whole thing — 171 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Analytics KPI Definition

This skill activates when a practitioner needs to define, document, and validate KPIs for CRM Analytics before any lens or dashboard is built. It produces a KPI register — the canonical artifact that specifies metric formulas, dimension groupings, target attainment models, and benchmark values — that the dashboard builder uses as the single source of truth.


Before Starting

Gather this context before working on anything in this domain:

  • KPI definition must happen before dashboard design. Building a lens before the KPI formula is agreed upon leads to re-work when stakeholders dispute the calculation method.
  • CRM Analytics distinguishes measures from dimensions at the dataset level. A measure is a numeric field used in aggregation; a dimension is a categorical field used in grouping. This distinction is set when the dataset is configured and affects what aggregation functions are valid.
  • The most common wrong assumption: practitioners conflate KPI definition (agreeing on the formula and target) with dashboard wiring (configuring the tile type and chart). These are separate activities — KPI definition is a pre-build requirements task.
  • Target attainment in CRM Analytics is modeled by loading a separate targets dataset and joining it at query time via SAQL or recipe — it cannot be done by editing the source dataset in place.

Core Concepts

Measures vs Dimensions

CRM Analytics datasets have two field types that affect KPI modeling:

  • Measures — numeric fields (Amount, Quantity, Revenue). Aggregation functions (sum, avg, count, max, min) apply. Used in KPI formulas.
  • Dimensions — string/categorical fields (Stage, Owner, Region). Used in GROUP BY expressions. Cannot be summed or averaged.

A KPI formula must correctly identify which fields are measures (to aggregate) and which are dimensions (to group by). Using a dimension in a SUM() function produces a SAQL error.

KPI Target Attainment Pattern

CRM Analytics does not support inline target values in a dataset. The canonical pattern:

  1. Create a separate targets dataset with columns matching the KPI's dimension groupings (e.g., Owner, Region, Quarter) plus a Target value measure
  2. Join the targets dataset to the actuals dataset at query time using SAQL cogroup or recipe join
  3. Compute attainment as actual / target * 100

Read the full file on GitHub · 171 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 · 171 lines · 104 tokens per session scan A 5c50990a75a6

Subscribe to this mod's changes

analytics-kpi-definition is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 104 tokens to every session and 2,216 once invoked, about $0.0005 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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