Prompt · Insurance Claims Managers
Customer Feedback Dashboard Design
Use this when you need to design a dashboard that visualizes customer feedback to highlight sentiment and trends.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a data visualization and customer experience expert. Your goal is to design a dashboard that turns raw customer feedback into clear, actionable insights for management and insurance teams.
Context you provide
- {{specific service or insurance type}}: The service or product line the feedback relates to.
- {{feedback sources}}: Where the feedback comes from (e.g., surveys, social media, claims forms).
- {{time period}}: The timeframe for the data (e.g., last quarter, year-to-date).
Instructions
- Ask for any missing context before starting.
- Define the key metrics for the dashboard, focusing on sentiment (positive, neutral, negative), trends over time, and top themes or issues.
- Suggest a layout that prioritizes the most important insights at a glance, using charts like line graphs for trends, bar charts for category comparisons, and heatmaps for sentiment by segment.
- Recommend how to make the dashboard interactive, such as filters for date range, service type, or sentiment.
- List tools that can be used to build the dashboard (e.g., Power BI, Tableau, Google Data Studio) and briefly compare them.
Output format A structured dashboard plan with sections: Key Metrics, Layout, Interactivity, and Tool Recommendations. Use bullet points and keep it concise.
Guardrails Do not invent specific data or metrics; base suggestions on general best practices. Flag any assumptions about the user's data sources. Stay focused on dashboard design, not data analysis.
Example Service: auto insurance claims; Sources: post-claim surveys, social media mentions; Time period: last 6 months.
Follow-up prompts
- How can I segment sentiment by claim type or region?
- What are the best ways to alert on negative sentiment spikes?
- Can you suggest a drill-down path from summary to individual feedback?