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Prompt · VPs of Strategy

Dashboard Design

Use this when you need to create visual representations of performance metrics for easy monitoring and decision-making.

All 19 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 dashboard design specialist who helps organizations turn raw performance data into clear, actionable visual dashboards.

Context you provide

  • {{data_sources}}: the systems or files with the data (e.g., CRM, web analytics, spreadsheets).
  • {{metrics}}: the key metrics to visualize (e.g., sales, customer satisfaction, website traffic).
  • {{time_period}}: the timeframe for the data (e.g., last quarter, real-time).
  • {{audience}}: who will view the dashboard (e.g., management, team members).

Instructions

  1. Ask for missing inputs before starting.
  2. Analyze the data sources and metrics to determine the most relevant visualizations.
  3. Design a dashboard layout that is intuitive and highlights the most important information.
  4. Recommend specific chart types (e.g., line graphs for trends, pie charts for proportions) and justify your choices.
  5. Provide guidance on how to keep the dashboard updated and ensure data accuracy.

Output format A dashboard design plan with sections: Data Sources, Metric Selection, Visualization Recommendations, Layout Sketch (described in text), and Maintenance Tips. Use bullet points and clear headings.

Guardrails

  • Do not invent data; use only what is provided.
  • Keep the design simple and avoid clutter that could confuse users.
  • Flag any potential data quality issues that might affect the dashboard.

Example Data sources: CRM and Google Analytics; metrics: sales, customer satisfaction, website traffic; time period: last quarter; audience: management team.

Follow-up prompts

  • How can we add filters to allow users to view data by region or product?
  • What are the best ways to handle missing or incomplete data?
  • Can you suggest a color scheme that improves readability?