myb-p-dashboardslisted

Create, modify, and maintain analytical dashboards in MyBusiness CRM. Invoke whenever the user wants to build a dashboard for any entity (Sales, Leads, Cases, custom entities), redesign one, add KPI counters, charts (Bar/Line/Pie/Doughnut) or embedded data tables to a dashboard page, integrate it into the CRM 'Dashboard Menu', or troubleshoot a broken-looking dashboard (empty charts, page with no nav, missing menu entry, two elements in one slot). Strong triggers: דשבורד, דאשבורד, KPI, מד, ספירה, גרפים, simbla-counter, simbla-chart, DashboardSales, DashboardLeads, Dashboard Menu, Create-Table-View-Page with copyFromPageId, Add-Edit-Counter-Element, Add-Edit-Chart-Element, dashboard, analytics page, metrics page. Even 'תקים דאשבורד ל-X', 'בנה לי מבט-על על Y' or 'תוסיף KPI לדף הזה' is this skill. STATUS: DRAFT — MCP tooling gaps documented in references/tooling-gaps.md; revise once filled.
AviMYB/mybusiness-plugins · ★ 2 · Data & Documents · score 63

Install: claude install-skill AviMYB/mybusiness-plugins

# MyBusiness CRM Dashboards Build dashboards that look and behave like the existing `apps/mybusiness/DashboardSales` / `DashboardLeads` / `DashboardCaseManager` — full grid with date-filter header, KPI counters, charts, and an embedded data table — for any entity in the CRM. > **DRAFT NOTICE.** This skill was authored on 2026-04-29 after a single end-to-end build (Affiliates + Suppliers dashboards) plus a follow-up extension exercise. Several MCP tools are missing today, requiring workarounds. See [references/tooling-gaps.md](references/tooling-gaps.md). When those tools land, the workflow below should be simplified — DO update this file at that point. This skill covers two flows: 1. **Build a new dashboard** (clone an existing one, repoint elements in place via `elemId`) — the bulk of the workflow below. 2. **Extend an existing dashboard** (add fresh rows + elements at the bottom) — see "Extending an existing dashboard with a new section" further down. ## Architecture A MyBusiness CRM dashboard is just a regular page with `masterPageId` = `CRMmaster` (the same master used by the entity LIST pages — Accounts, Cases, etc.). What makes it a dashboard is the *content*: a fixed grid containing a date-filter form, counter/chart elements, and an embedded `simbla-table`. ``` apps/mybusiness/DashboardX (masterPageId = CRMmaster) └── Page content ├── Header row (P161): icon + title H2 + <form name="genericform"> with FromDate/ToDate inputs + 'הפעל' button + 'ערוך' button