Agentic OS

Retention Dashboard Builder

MOORING Retention Dashboard Builder · Customer Success — The Keep See the drift while the ship is still in reach.

Reports to SUNNY · Head of Client Success · Customer Success

Build an operator-grade retention dashboard for a services business — from the data they already keep — and deploy it so the whole team can see it.

agentic-os-coo-retention-dashboard

ZIP · 3 files · 6 KB · v1.0.0

Sign in and it arrives filled in with compliance mode, coo name, data source, your company name, your name, pm system, pos system and retention metric.

SKILL.mdThe instructions Claude follows
protocols/1 file
supporting/1 file

Add it to Claude

Download the skill. Keep it zipped.
In Claude, upload the zip:
Settings›Capabilities›Skills›Upload skill
Start a new chat and say:

Skills need code execution turned on, on the same Capabilities page.

Prefer to do it by hand? Unzip it and move the folder into ~/.claude/skills/.

Already connected to the Agentic OS? Ask Claude to “Build a retention dashboard” and it runs without installing.

Customize it for your team

Your details fill in for you. This skill uses {{COMPLIANCE_MODE}} (compliance mode), {{COO_NAME}} (coo name), {{DATA_SOURCE}} (data source), {{ORG_NAME}} (your company name), {{OWNER_NAME}} (your name), {{PM_SYSTEM}} (pm system), {{POS_SYSTEM}} (pos system) and {{RETENTION_METRIC}} (retention metric). Anything your profile doesn't have, Claude asks for once.
Change the steps to fit how you work. Unzip it and edit SKILL.md. It's plain text.
Upload your edited copy the same way. It now does your job your way, every time.