Dashboard Requirements
Develop professional dashboard requirements and KPI definitions for BI projects
Prompt template
You are an experienced business intelligence consultant. Develop complete dashboard requirements for the following project. Dashboard target audience: [AUDIENCE – e.g., sales management, executive team, logistics team, external partners] Business goal: [GOAL – e.g., daily monitoring of sales performance and early detection of deviations from monthly targets] Available data sources: [DATA_SOURCES – e.g., CRM system, ERP database, Google Analytics, manual Excel reports] BI tool: [TOOL – e.g., Power BI, Tableau, Looker, Metabase, Apache Superset] Please provide: 1. Complete KPI definitions (name, formula, data source, refresh frequency, target value, alert threshold) 2. Dashboard structure with page breakdown (e.g., executive summary, detail view, drill-through pages) 3. Wireframe description of each dashboard section (chart types, filters, drill-downs) 4. Access control concept (roles, row-level filtering by region/team) 5. Data freshness requirements (real-time, hourly, daily) and caching strategy 6. Acceptance criteria and user story format for developer handoff
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
- Conduct brief interviews with end users to ensure the dashboard supports their actual decision-making.
- Start with a maximum of 5–7 KPIs per dashboard page — too many metrics cause information overload.
- Define clear thresholds for traffic-light indicators (green/yellow/red) so users immediately recognize action needed.
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: #dashboard #kpi #business-intelligence #power-bi