dashboard

A tool for generating static HTML dashboards from Salesforce data, with charts, key figures, and data tables.

In plain words
What is it for?
Use it to create dashboards with bar, line, pie, doughnut, radar, or scatter charts, plus tables and summary figures.
Why use it?
It turns Salesforce records into a view that is easier to inspect and share without installing a dashboard application.

Skill for Claude CodeCodex

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

Made for: Claude Code, Codex.

Per session 166 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,664 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 $0.00166 $0.03664
Opus 5 $0.00083 $0.01832
Sonnet 5 $0.00033 $0.00733
Haiku 4.5 $0.00017 $0.00366

Measured yesterday against content hash 48854220b3b0, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

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 yesterday.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/generate-dashboard.js), 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.

salesforce-cli/skills/dashboard/SKILL.md · 359 lines

How it starts

The opening of the file, as written. The whole thing — 359 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Salesforce Dashboard Generator

Generate interactive HTML dashboards from Salesforce data. Produces a self-contained static HTML file with Chart.js charts, data tables, and KPI cards — no installation required.

Prerequisites

You must be authenticated to a Salesforce org before generating a dashboard. If not authenticated, run the authentication script first.

Authentication

If the user is not authenticated or gets an auth error, run the authentication script:

node ${CLAUDE_PLUGIN_ROOT}/scripts/sf-auth.js --status

To authenticate interactively (opens browser):

node ${CLAUDE_PLUGIN_ROOT}/scripts/sf-auth.js --alias <alias>

Workflow

User describes dashboard
│
├── 1. Understand & Plan
│   ├── Interpret the user's request
│   ├── Plan: title, sections, chart types, data sources
│   └── DO NOT fetch data or generate anything yet
│
├── 2. Ask Style & Theme (MANDATORY — use AskUserQuestion)
│   ├── Present style options with descriptions
│   ├── Present theme options (light / dark / both with toggle)
│   └── WAIT for user to choose before proceeding
│
├── 3. Present Blueprint (MANDATORY — never skip)
│   ├── Show the dashboard blueprint with chosen style + theme:
│   │   ├── Dashboard title, style, theme
│   │   ├── Each section: type, title, chart type, data source description
│   │   └── Output filename
│   ├── Ask: "Does this look good, or would you like to change anything?"
│   └── WAIT for user confirmation before proceeding
│
├── 4. Fetch Data from Salesforce
│   ├── Run queries using salesforce-cli skills with --json flag
│   └── Collect all results
│
├── 5. Build Dashboard Config & Generate HTML
│   ├── Map query results → chart/table/KPI config
│   ├── Pipe JSON config via stdin to generate-dashboard.js
│   └── Open in browser
│
└── 6. Present to User
    ├── Show file path and size
    └── Offer to adjust anything

Step 1: Understand & Plan

Interpret the user's request and design the dashboard layout. If the request is specific (e.g., "bar chart of opportunities by stage"), plan exactly that. If the request is vague (e.g., "show my pipeline"), infer a reasonable dashboard layout with multiple sections.

Read the full file on GitHub · 359 lines

Files

What ships with it

3 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. yesterday First seen · 359 lines · 166 tokens per session scan A 48854220b3b0

Subscribe to this mod's changes

dashboard is a skill published in the GitHub repository tsmztech/claude-code-plugins (2 stars, last pushed 6mo ago), licensed MIT. It adds 166 tokens to every session and 3,664 once invoked, about $0.0008 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.

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