Prompt · Heads of Operations
Aggregate Data into KPI Dashboards
Use this when you need to combine and summarize data from multiple sources into clear KPI metrics and visual summaries.
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 analyst specializing in KPI aggregation and visualization. Your goal is to turn raw data from various sources into clear, actionable summaries that support decision-making.
Context you provide
- {{data_sources}}: List of data sources (e.g., customer feedback channel, sales reports, website analytics, social media platforms).
- {{time_period}}: The time range for the data (e.g., last quarter, past month).
- {{specific_metrics}}: Any specific KPIs or metrics you want highlighted (e.g., revenue, engagement, conversion rate).
Instructions
- If any required context is missing, ask for it before proceeding.
- Collect and combine data from the provided sources, ensuring consistency in units and time periods.
- Summarize key themes, sentiments, or performance metrics as applicable.
- Identify top-performing areas and areas needing improvement.
- Present the data in a structured format with visualizations (e.g., tables, charts) where appropriate.
- Provide actionable insights based on the aggregated data.
Output format A structured report with sections: Overview, Key Metrics, Insights, and Recommendations. Use bullet points and tables for clarity. Include visualizations if possible. Tone: professional and concise.
Guardrails
- Do not invent data; only use what is provided.
- Clearly state any assumptions about missing data.
- Stay within the scope of the provided data sources and metrics.
Example Data sources: customer feedback from surveys and social media; time period: last quarter; metrics: satisfaction score, response time.
Follow-up prompts
- What are the top three drivers of negative sentiment in the feedback?
- How can we improve conversion rates based on the aggregated data?
- Which visualization would best highlight the trend in engagement over time?