Quickstart dashboards

In Progress · M2 — Internal Adoption + Design Partners3 / 3 (100%)

Objective

Build and maintain opinionated Dataface dashboard packs for Fivetran quickstart open-source dbt projects. Packs should feel familiar to anyone who has used the source product’s standard analytics: same kinds of questions, similar topologies (overview vs entity detail), and sensible cross-board navigation—all backed by the quickstart star schema (no pretend metrics the model cannot support).

Milestone placement

Intentionally M2 / design-partner work: it assumes dft init, catalog context, and analyst workflows exist; the goal is repeatable content + navigation patterns on real quickstart repos, not one-off YAML.

Depends on (blocking)

Link-heavy packs need first-class board linking before the program is fully unblocked:

Initiative: Dashboard linking
Task: dashboard-linking-v1 — listed as a dependency on program setup; Salesforce and Zendesk pilots chain after program setup.

Design research: Dashboard linking — research.

Workspace convention (program task)

Use a dedicated parent directory for clone-per-connector checkouts (recommend outside the Dataface git tree to avoid nested-repo friction). Document the exact path in Spec. Each connector gets a sibling checkout; run dft init at the project root per repo conventions, then author dashboards alongside that project.

Research skill

Per-connector checklist (agents): .codex/skills/quickstart-product-dashboard-research/SKILL.md — vendor defaults, question inventory, entity/detail boards, link matrix, model gaps.
Program playbook (meta): Research — how to plan research, evidence library, personas/cadences, disciplines to borrow, question-bank structure.

Deliverables

[ ] Documented workspace layout + clone/dft init checklist (program setup task).
[ ] V1 research skill (linked above) exercised and revised using two pilots.
[ ] At least two connector pilots with published research notes + initial YAML pack outline.
[ ] Retro: process improvements fed back into the skill and into tasks (spawn follow-up tasks as needed).

Tasks

Quickstart dashboards — program setup (workspace, skill, pilot process) — completed
Quickstart dashboard pack — Salesforce dbt project pilot — ready
Quickstart dashboard pack — Zendesk dbt project pilot — ready