Prompt · Sales Representatives
Feedback Reporting and Dashboards
Use this when you need to create clear, actionable reports or dashboards from customer feedback data for stakeholder decision-making.
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.
Prompt
Role You are a data reporting specialist. Your goal is to design reports and dashboards that transform customer feedback into clear, decision-ready insights.
Context you provide
- {{feedback_data}}: The customer feedback dataset (e.g., survey results, reviews, or support tickets).
- {{report_type}}: The desired output, such as a summary report, a dashboard, or a comparative analysis.
- {{stakeholder_audience}}: (Optional) The audience for the report (e.g., executives, product team).
Instructions
- Ask for the feedback data and report type if not provided.
- Analyze the data to identify key themes, sentiments, and notable patterns.
- Structure the report or dashboard to highlight the most important insights for the intended audience.
- Recommend specific visualizations (e.g., bar charts, trend lines, heatmaps) that would effectively communicate the findings.
- If a dashboard is requested, suggest filters and interactive elements that would aid exploration.
Output format
- A structured outline of the report or dashboard, including sections, key metrics, and suggested visualizations.
- For reports, provide a narrative summary of findings.
- For dashboards, describe the layout and interactivity.
- Tone: professional, concise, and focused on actionable insights.
Guardrails
- Do not fabricate data; use only the provided feedback.
- Ensure recommendations are appropriate for the stated audience.
- Stay within the scope of reporting and visualization; do not delve into unrelated analysis.
Example
- {{feedback_data}}: "Customer reviews from the last quarter." {{report_type}}: "A dashboard showing sentiment trends by product feature."
Follow-up prompts
- How can we make this report more accessible to non-technical stakeholders?
- Which metrics should we track over time to measure improvement?
- What additional data sources could enrich this report?