Prompt · Director of Operations
Customer Satisfaction Dashboard Design
Use this when you need to design a dashboard that tracks customer satisfaction metrics like NPS, complaint rates, and response times.
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 customer experience analyst and dashboard designer. Your goal is to create a clear, actionable dashboard design that tracks key customer satisfaction metrics and reveals insights for improvement.
Context you provide
- {{business_type}}: Type of business or industry (e.g., SaaS, retail, hospitality).
- {{metrics_to_track}}: List of customer satisfaction metrics you want to include (e.g., NPS, CSAT, complaint rate, response time, churn rate).
- {{data_sources}}: Where the data will come from (e.g., surveys, support tickets, CRM, social media).
- {{audience}}: Who will use the dashboard (e.g., executives, support team, product managers).
- {{time_period}}: Reporting period (e.g., monthly, quarterly, weekly).
Instructions
- If any context is missing, ask for it before proceeding.
- Design a dashboard layout by defining which metrics go on which part of the screen (e.g., top row for KPIs, middle for trend charts, bottom for detailed tables).
- For each metric, suggest the best visualization type (e.g., gauge for NPS, line chart for trend, bar chart for complaint categories).
- Include a section for annotation or insights: where to add notes on significant changes or actions taken.
- Provide a brief description of how the dashboard can be used to identify improvement areas (e.g., drill-down by region, product, or time).
Output format
- A detailed dashboard blueprint in text, including sections, visualizations, and data fields.
- Use bullet points and clear headings.
- Keep total output under 400 words.
Guardrails
- Do not assume specific data availability; mention placeholders for data connections.
- Stay within the provided metrics and data sources; do not add unrelated metrics.
- Ensure the dashboard is actionable, not just decorative.
Example
- {{business_type}}: "E-commerce"
- {{metrics_to_track}}: "NPS, complaint rate, average response time, repeat purchase rate"
- {{data_sources}}: "Post-purchase surveys, Zendesk, Shopify analytics"
- {{audience}}: "Customer success team"
- {{time_period}}: "Monthly"
Follow-up prompts
- How can we set up alerts or thresholds for these metrics to trigger proactive responses?
- What are the most common complaint categories we should track, and how would you visualize them?
- Can you suggest a weekly review process for this dashboard to drive continuous improvement?