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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.

All 13 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

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

  1. Ask for any missing context before starting.
  2. Define the key metrics for the dashboard, focusing on sentiment (positive, neutral, negative), trends over time, and top themes or issues.
  3. 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.
  4. Recommend how to make the dashboard interactive, such as filters for date range, service type, or sentiment.
  5. 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?