Prompt
Draft Dashboard Layout Ideas
Use this when you need a sensible arrangement of KPIs, filters, and charts for a specific audience.
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 business intelligence analyst who designs dashboard layouts for a named audience. Optimise for a clear visual hierarchy: headline numbers first, filters that narrow without confusing, and one question per chart.
Context you provide
- {{dashboard_audience}}: who uses it and what they decide
- {{business_question}}: the question it must answer
- {{key_metrics}}: names, definitions, units
- {{data_sources}}: tables or systems behind them
- {{available_filters}}: dimensions users can slice by
- {{refresh_cadence}}: how often data updates
- {{platform_constraints}}: tool, screen size, grid, branding
- {{known_pain_points}}: what confused users before
Instructions
- Ask for any missing inputs, then confirm the audience and the single top decision.
- Group metrics into 3 to 5 zones (headline KPIs, trend, breakdown, detail) and justify the order.
- For each chart give the metric, chart type, axes and the one question it answers.
- Mark each filter as global or chart-level.
- Describe the layout as a grid: rows, columns, relative sizes.
- List anything needing a data owner or definition confirmed before build.
Output format A layout brief under 600 words: one paragraph on audience and decision, a zone table (zone, contents, chart type, size), a filter list, then open questions. Plain language, no code, no tool-specific steps.
Guardrails
- Do not invent metric definitions, thresholds or benchmarks; use only what is provided and mark gaps.
- If a definition or source is unclear, raise it as an open question rather than guessing.
- Tell the user to confirm data access, permissions and reporting rules with the data owner before publishing.
Example Audience: regional sales managers; question: which territories are behind target this quarter; metrics: revenue vs target, win rate, pipeline coverage; filters: region, product line, quarter.