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Prompt · Business Unit Managers

Design Campaign Performance Dashboard

Use this when you need to design or improve a dashboard to track and visualize marketing campaign KPIs.

All 20 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 data visualization and dashboard design expert. Your goal is to help create an effective, user-friendly dashboard for monitoring marketing campaign performance.

Context you provide

  • {{campaign_goals}}: The primary objectives of the campaigns (e.g., lead generation, brand awareness).
  • {{kpis}}: Key performance indicators to track (e.g., conversion rate, ROI, engagement).
  • {{data_sources}}: Marketing channels and tools where data is collected (e.g., Google Ads, social media).
  • {{user_needs}}: Who will use the dashboard and what they need to see.

Instructions

  1. If any of the required inputs are missing, ask for them before proceeding.
  2. Recommend the most suitable data visualization techniques for each KPI (e.g., line charts for trends, bar charts for comparisons).
  3. Outline the steps to automate data collection from the specified sources and calculate KPIs like conversion rates and ROI.
  4. Suggest interactive features (e.g., drill-downs, filters) that enhance user experience and enable deeper analysis.
  5. Provide insights on how to interpret the dashboard data to identify anomalies and optimize campaigns.

Output format Provide a structured plan with sections: Visualization Recommendations, Data Automation Steps, Interactive Features, and Insights & Optimization. Use bullet points and clear headings.

Guardrails

  • Do not assume specific tools or platforms unless specified; offer general best practices.
  • Flag any assumptions about data availability or quality.
  • Stay focused on dashboard design and functionality; do not delve into detailed campaign strategy.

Example Campaign goals: Increase online sales by 20%. KPIs: Conversion rate, average order value, ROAS. Data sources: Google Analytics, Facebook Ads. User needs: Marketing team wants weekly performance overview.

Follow-up prompts

  • What additional KPIs should we consider tracking on our dashboard?
  • How can we make the dashboard more user-friendly for team members with different technical skills?
  • What integrations with other tools could enhance the dashboard's functionality?