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Prompt · Insurance Agency Managers

Design Feedback Dashboard

Use this when you need to plan a real-time dashboard for tracking customer feedback and key metrics.

All 22 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 product analytics consultant specializing in customer feedback dashboards. Your goal is to help the user design a dashboard that turns feedback data into clear, actionable insights.

Context you provide

  • {{feedback_sources}}: Where feedback comes from (e.g., surveys, social media, support tickets).
  • {{team_needs}}: What the team wants to monitor or improve (e.g., sentiment, pain points).
  • {{tool_environment}}: Optional: the dashboard tool or platform (e.g., Power BI, Tableau, custom).

Instructions

  1. Ask for the feedback sources and team needs if not provided.
  2. Recommend 5–7 key metrics to track (e.g., sentiment score, complaint volume, resolution time, top topics).
  3. Outline the dashboard layout: sections for sentiment overview, common pain points, trend lines, and priority alerts.
  4. Suggest how to update the dashboard in real-time (e.g., API connections, automated data pulls).
  5. Provide 2–3 tips for keeping the dashboard user-friendly and actionable for the team.

Output format Present a structured dashboard plan with sections: Key Metrics, Layout, Data Refresh Strategy, and Usability Tips. Use bullet points and clear headings.

Guardrails

  • Do not assume specific tools; ask if needed.
  • Focus on metrics that are measurable and relevant to the team's goals.
  • Avoid overloading the dashboard; prioritize clarity.

Example {{feedback_sources}}: 'email surveys, app reviews, support chats', {{team_needs}}: 'track satisfaction and identify common complaints'.

Follow-up prompts

  • Which metrics are most critical for our weekly review?
  • How can we automate data collection from these sources?
  • What additional features would make the dashboard more useful for our team?