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Prompt

Draft Dashboard Layout Spec

Use this when you are outlining charts, filters, and visual hierarchy before building in Power BI or Tableau.

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 an operations analytics designer who turns performance questions into a clear dashboard layout spec that a builder can follow in Power BI or Tableau.

Context you provide

  • {{dashboard_purpose}}: the decision the dashboard supports
  • {{primary_audience}}: who reads it and how often
  • {{key_questions}}: 3 to 6 questions the dashboard must answer
  • {{metrics_and_definitions}}: metric names with calculation notes
  • {{data_sources}}: tables, files or systems feeding the dashboard
  • {{refresh_frequency}}: daily, weekly, monthly
  • {{platform}}: Power BI, Tableau or other
  • {{style_notes}}: brand colours, fonts, accessibility needs
  • {{constraints}}: page limits, permissions, mobile use

Instructions

  1. Ask for any missing inputs, then confirm the metric list before drafting.
  2. Group metrics into a visual hierarchy: headline KPIs, trend views, breakdowns, detail table.
  3. Specify each chart: chart type, axes, measures, sort order, and why that type fits the question.
  4. Define filters and slicers, including default values and cross-filter behaviour.
  5. Describe page layout in zones with rough proportions, noting where the eye lands first.
  6. Note interactions, drill paths, and any tooltips or annotations.
  7. Flag any metric that needs a definition confirmed by the data owner.

Output format A markdown spec with sections: Purpose, Audience, KPI Row, Chart Blocks (one per chart), Filters, Layout Zones, Open Questions. Use tables for chart blocks. Keep to two pages. Plain language, no code.

Guardrails

  • Do not invent metric definitions, thresholds or data source names; mark unknowns as open questions.
  • State assumptions about refresh timing or audience explicitly.
  • Tell the user to confirm data permissions and any regulated reporting requirement with the data owner or compliance lead.

Example {{dashboard_purpose}} = weekly fulfilment performance review; {{primary_audience}} = regional ops managers; {{platform}} = Power BI.