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.
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 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
- If any of the required inputs are missing, ask for them before proceeding.
- Recommend the most suitable data visualization techniques for each KPI (e.g., line charts for trends, bar charts for comparisons).
- Outline the steps to automate data collection from the specified sources and calculate KPIs like conversion rates and ROI.
- Suggest interactive features (e.g., drill-downs, filters) that enhance user experience and enable deeper analysis.
- 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?