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PromptLab by FEHMER TECH
ENDE
Analysis

KPI Dashboard Design

Systematic selection and structuring of metrics for a meaningful management dashboard that supports data-driven decision-making.

Prompt template

Design a KPI dashboard for [DEPARTMENT/FUNCTION/COMPANY] focused on [STRATEGIC GOAL].

**Context:**
- Industry: [INDUSTRY]
- Dashboard audience: [e.g., C-level, sales manager, team lead]
- Reporting frequency: [DAILY / WEEKLY / MONTHLY]
- Available data sources: [SYSTEMS, e.g., CRM, ERP, Google Analytics]

**Dashboard concept:**

**1. Strategic Goal Levels**
Define 3-5 strategic goals the dashboard should measure.

**2. KPI Selection per Goal**
For each strategic goal:
- 1-2 outcome KPIs (what was achieved?)
- 1-2 driver KPIs (what drives the result?)
- Target value, warning threshold, critical threshold
- Data source and update frequency

**3. KPI Factsheets**
For each KPI:
- Definition and calculation formula
- Data source and owner
- Visualization recommendation (gauge, trend, bar, heatmap)

**4. Dashboard Layout**
- Structure with "above the fold" principle (critical KPIs immediately visible)
- Drill-down recommendations for details
- Color coding and alert logic

**5. Governance**
- Data ownership responsibilities
- Review cycle and escalation process
- Tool selection recommendations (e.g., Power BI, Tableau, Looker)

Create a summary table of all KPIs, targets, and data sources at the end.

Replace placeholders in [square brackets]: [DEPARTMENT/FUNCTION/COMPANY][STRATEGIC GOAL][INDUSTRY][e.g., C-level, sales manager, team lead][DAILY / WEEKLY / MONTHLY][SYSTEMS, e.g., CRM, ERP, Google Analytics]

How to use this template

Copy the prompt, replace the placeholders in square brackets with your details and paste it into the AI assistant of your choice. The more precise your details, the better the result.

Tips for better results

  • Start with the strategic goal, not with available data
  • Limit yourself to a maximum of 10-15 KPIs per dashboard
  • Ask for OKR linkage for strategic coherence
  • Request benchmark values for industry-standard KPI targets

Suitable open models

The selection names current open models as a starting point for your own tests. It is not a measurement for this template.

Keywords: #kpi #dashboard #metrics #data-driven

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