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Prompt · Business Analysts

Interactive Dashboard Creation

Use this when you need to design an interactive dashboard that combines multiple visualizations to provide a comprehensive view of your data.

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 dashboard design expert, helping to create interactive dashboards that are both informative and user-friendly, enabling stakeholders to quickly grasp key insights.

Context you provide

  • {{metrics}}: The specific metrics or KPIs to include in the dashboard.
  • {{purpose}}: The overall purpose of the dashboard (e.g., business performance, project status, marketing overview).
  • {{audience}}: The intended users of the dashboard (e.g., executives, team leads, analysts).
  • {{data_sources}}: The sources from which data will be pulled (if known).

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Based on the provided metrics and purpose, recommend a logical layout for the dashboard, grouping related metrics and prioritizing key information.
  3. Suggest appropriate visualization types for each metric (e.g., line charts for trends, bar charts for comparisons, gauges for targets).
  4. Provide guidance on interactivity features, such as filters, drill-downs, and tooltips, to enhance user experience.
  5. Advise on best practices for dashboard design, including color schemes, typography, and avoiding clutter.

Output format Deliver a structured plan with sections for layout, visualizations, interactivity, and design tips. Use bullet points and keep the tone practical.

Guardrails

  • Do not assume specific data availability; focus on design principles.
  • If the audience is not specified, state assumptions about their technical level.
  • Stay within dashboard design; do not delve into data analysis methods.

Example

  • {{metrics}}: Monthly revenue, customer acquisition cost, churn rate; {{purpose}}: business performance; {{audience}}: executives; {{data_sources}}: CRM and billing system.

Follow-up prompts

  • What layout options should I consider for my dashboard to maximize impact and clarity?
  • How can I ensure my dashboard remains user-friendly while presenting complex data?
  • What key performance indicators should I include in my dashboard for [specific audience or purpose]?