Metrics Review Scorecard skill for Claude and Codex

Metrics Review Scorecard as an AI skill. It asks for Team or business area, Metrics this week, Targets and 3 more, then does the rest. Free to install in…

Install it once and Claude or Codex runs it for you. When your request matches, your AI loads the skill, asks for anything it is missing, and works through the template itself. Prefer to fill it in by hand? See the full prompt template.

Download the skill (.zip) · View SKILL.md

When it is used

Use when a team runs a weekly or monthly metrics review and needs a scorecard with trend, target status, causes of changes and actions. Do not use for building a dashboard or performing a statistical analysis. Related topics: data, business.

What it will ask you for

• Team or business area (free text, e.g. "Growth team or Support")
• Metrics this week (longer free text)
• Targets (longer free text)
• Known events this week (longer free text)
• Metric owners (longer free text)
• Review audience (choose one: Team meeting, Leadership, Board)

How it works

1. Build one row per metric with value, two comparisons, target, status and owner, and state the status thresholds.
2. Separate leading from lagging metrics and flag moves larger than normal noise.
3. Test causes in order of data issues, calendar effects, known events and segment shifts, labelling each as confirmed, likely or guess.
4. Assign one action with an owner and date to each amber or red metric, or an explicit watch decision with a trigger.
5. Write three headlines, name the one metric that matters most and list questions to answer before the next review.

What you get

A scorecard table with status colours and thresholds, a cause and action list for amber and red items, three headlines and a short list of follow-up questions.

What it watches out for

• Explaining every wiggle as a cause, when most week-to-week changes are normal noise.
• Setting colours with no defined thresholds, so status changes with the mood of the room.
• Listing actions without owners or dates, which the next review finds untouched.

How to install

Claude.ai and the Claude desktop app

1. Download the skill .zip.
2. Open Settings, then Capabilities, and find Skills.
3. Choose Upload skill and select the .zip.
4. Ask Claude for help with the task. It loads the skill when your request matches.

Claude Code

1. Download the skill .zip.
2. Unzip it into ~/.claude/skills/ (or .claude/skills/ inside a project).
3. Start a new session. Claude Code loads the skill when your request matches.

Codex

1. Download the skill .zip.
2. Unzip it into ~/.agents/skills/ (or .agents/skills/ inside a project).
3. Codex picks it up on its own. Type $ and the skill name to use it, or just ask for the task.

Cursor

1. Download the Cursor rule (.mdc).
2. Save it in .cursor/rules/ inside your project.
3. Cursor's agent applies the rule when your request matches its description.

AGENTS.md (Codex, Cursor, and other coding agents)

1. Copy the AGENTS.md section.
2. Paste it into AGENTS.md at the root of your repository, creating the file if needed.
3. Coding agents that read AGENTS.md follow it when your request fits.