dr-dashboard

dr-dashboard is a skill for Claude Code, Codex from Datarails/dr-claude-code-plugins-re. It costs 71 tokens per session (5,250 once invoked), scanned A, original, MIT.

A monthly executive KPI dashboard that summarizes the latest completed month in Excel and a one-slide PowerPoint report. KPI means key performance indicator, a measure used to track business results.

In plain words
What is it for?
It helps review one month of business results, inspect metrics in Excel, and present the main figures on a meeting slide.
Why use it?
It turns monthly performance data into materials for analysis and meetings, while excluding the unfinished current month.

Skill for Claude CodeCodex

Part of the datarails-financeos plugin — 19 skills, 4 commands shipped together

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.

agentmods
npx agentmods add skills/datarails/dr-claude-code-plugins-re/dashboard
Any agent
npx skills add Datarails/dr-claude-code-plugins-re --skill dashboard
Clone the repo
git clone --depth 1 https://github.com/Datarails/dr-claude-code-plugins-re

Made for: Claude Code, Codex.

Or install datarails-financeos, the plugin that ships this one along with the rest of its 19 skills, 4 commands.

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 dr-dashboard

README.md
[![agentmods](https://agentmods.dev/badge/skills/datarails/dr-claude-code-plugins-re/dashboard.svg)](https://agentmods.dev/skills/datarails/dr-claude-code-plugins-re/dashboard)
Your own site
<a href="https://agentmods.dev/skills/datarails/dr-claude-code-plugins-re/dashboard"><img src="https://agentmods.dev/badge/skills/datarails/dr-claude-code-plugins-re/dashboard.svg" alt="Measured on agentmods" height="20"></a>
Per session 71 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 5,250 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00071 $0.05250
Opus 5 $0.00036 $0.02625
Sonnet 5 $0.00014 $0.01050
Haiku 4.5 $0.00007 $0.00525

Measured 3d ago against content hash e70ca133e631, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

dr-dashboard 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 3d ago.

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/dashboard/SKILL.md · 354 lines

How it starts

The opening of the file, as written. The whole thing — 354 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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 __dr_agent means the add-in is loaded. Confirm with the agent.get_session probe, which you run by executing Office.js through the execute_office_js 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. Do not surface it, do not retry it, and do not apply this skill's connection-error or Connectors-UI guidance to it — that guidance is about datarails-finance-os connector calls only. A successful probe means Excel context, on either transport. The bridge serves two add-in tracks and their session payloads differ: Flex (Office.js task pane) exposes isLoggedIn; the COM desktop add-in — the majority of live workbooks — exposes isConnected instead, and isConnected: false is not a login failure, an error, or a reason to stop or send the user anywhere. It merely means the workbook isn't connected to a Datarails file, which matters only to drilldown_* / create_dynamic_range (the bridge skill gates those itself). Only Flex's explicit isLoggedIn: false means sign-in is needed.

Route by the target of the request, not by whether a workbook is open.

  • Org / server data — which tables, models and fields exist, aggregations, raw rows, distinct values, metrics, profiling — always the datarails-finance-os MCP connector, even in Excel. The bridge cannot answer these.
  • Workbook actions — refresh, drill a cell, insert a DR function, read what a cell returns, publish, submit — always the add-in bridge. Never a native Excel recalc (calculate(), F9): it does not pull Datarails data and silently yields stale values.

Read the full file on GitHub · 354 lines

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. 3d ago First seen · 354 lines · 71 tokens per session scan A e70ca133e631

Subscribe to this mod's changes

dr-dashboard is a skill published in the GitHub repository Datarails/dr-claude-code-plugins-re (3 stars, last pushed 4d ago), licensed MIT. It adds 71 tokens to every session and 5,250 once invoked, about $0.0004 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 2026-08-31.